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PELIKAN

FY27 Sales · S. Pelikan

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PELIKAN

FY27 · S. Pelikan

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Steve Pelikan — Jacksonville, FL

Wilson & Johns PA (Archer Lewis)

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Visit Details

Stop Type

Date

Contact Name

Action Type

Stop Notes

Stop Memo

Contacts Engaged (optional)

Andrea Graybill — CPA

Charles Wilson — CPA

Jim Brown — CPA

Laurie Strumski — CPA

Randolph Johns Iii — CPA

Sarah Sherk — CPA

Big 6 Talking Points (optional)

4 Ways to Partner

Merchant Services

401k/Retirement

PEO

HR 650

Payroll/WC

Notes (optional, shared across selected topics)

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Referrals

Each new referral you add here automatically creates a prospect record.

Follow-Up Meeting (optional)

Meeting Date

Agenda / Topic

Contacts

Andrea Graybill

Charles Wilson

Jim Brown

Laurie Strumski

Randolph Johns Iii

Sarah Sherk

Notes

Leave blank if there's no follow-up meeting for this stop.

Follow-Up

Next Visit Date (optional)

Action Item (optional)

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Cockpit My Day Day Planner Prospect List Territory Map Follow-Up List January Pipeline Campaigns Intel Feed Monthly Minimum Current Clients Log Referral Weekly Emails Log Dial Email Recap EOD Email Import CPA Data Import Contacts Quick Add Contact Merge CPAs Dedupe Contacts