Dewey Jetton CPA

Silver

Dewey Jetton — CPA

(850) 627-9528 djjetton@gmail.com

Referrals given: 0

Overdue

Active

Contact Info

Contacts

Visit Cadence

Selling Season Progress

Next up: stage 1 of 4 — Ways We Partner + Wheel of Services

Notes

4-way, Virtual Summit

Big 6 Talking Points

Lead with: 4-Ways

Requests / Asks

No requests logged yet.

Visit History 4 stops

2026-08-10
Visit Stop In

left information on Paychex retirement plans

Missed

Generate a same-day thank-you email for this stop?

Generating…

Hi Dewey, Sorry I missed you today! I stopped by and left some information on Paychex retirement plan options for you to look over when you have a chance. I'd love to find a time to connect and walk you through what we offer — feel free to give me a call or shoot me an email whenever it's convenient.
Send Email
2026-08-10
Visit Stop In

left 4 ways to partner information

Met

Generate a same-day thank-you email for this stop?

Generating…

Hi Dewey, It was great stopping by and connecting with you today! I left some information outlining the four ways we can partner together, and I hope you get a chance to look it over. I'd love to reconnect once you've had a chance to review it — feel free to reach out anytime, and I'll plan to follow up with you soon.
Send Email
2026-08-10
Visit Stop In

dropped off info on 4 ways to partner

Dewey Jetton
2026-07-16
Visit Stop In

Referral: 1