Relationships

Ryan's competitive advantage — who to call, when, and why.

Relationships
10
High Referral Potential
5
Overdue Touches
0
Avg Relationship Score
63
Relationship Intelligence
AI Generated

Bill Tarver has been silent 40 days while actively buying land — your Etowah pitch is stronger with him warm.

Call this week (he's on today's sheet)
Bill Tarver

Mark Ellison has referred 2-3 clients/yr historically and you owe him a lunch — reciprocity gap is open.

Book lunch; bring PM entity-work intro
Mark Ellison

Banker channel going quiet: one Hendricks meeting typically surfaces 2+ loan-maturity listings.

Schedule one coffee this week
Tom Hendricks

Dr. Reeves knows 3 other practice owners — a good tour Thursday is worth more than one deal.

Ask for one introduction after the tour
Dr. Sarah Reeves
Potential Annual Value
Misti Martin · Cherokee Office of Economic Development
Monthly coffee + quarterly market intel packet
$150K
Tom Hendricks · First Community Bank
Quarterly lunch; 2027 reprice list ask
$140K
Mark Ellison · Ellison & Grant LLP
Lunch this month; refer entity work back
$120K
Bill Tarver · Tarver Homes
Monthly land-inventory text
$110K
Dr. Sarah Reeves · Canton Family Dental Group
Deal excellence + one intro request
$90K
Carla Jenkins · City of Canton
Coffee before rezoning hearing
$60K
Total$670K
Needs attention — touch due today or overdue
Angela FosterExecutive
VP Operations · Path-Tec
58
Medium
Last
Jul 1
Next touch
Today
Call
Misti MartinEconomic Developer
President · Cherokee Office of Economic Development
85
High
Last
Jun 24
Next touch
in 8d
Call
Mark EllisonAttorney
Partner — Real Estate · Ellison & Grant LLP
78
High
Last
Jun 18
Next touch
in 3d
Call
Carla JenkinsCity Official
Council Member · City of Canton
72
Medium
Last
Jun 12Stale
Next touch
in 13d
Call
Dr. Sarah ReevesDoctor
Owner · Canton Family Dental Group
70
High
Last
Jul 5
Next touch
in 2d
Call
Tom HendricksBanker
SVP Commercial Lending · First Community Bank
68
High
Last
Jun 20
Next touch
in 10d
Call
David BarnesOwner
Managing Partner · Barnes Family LP
62
Medium
Last
Jun 30
Next touch
Tomorrow
Call
Bill TarverBuilder
Owner · Tarver Homes
60
High
Last
May 28Stale
Next touch
in 2d
Call
Angela FosterExecutive
VP Operations · Path-Tec
58
Medium
Last
Jul 1
Next touch
Today
Call
Lauren KimPast Client
Principal · Kim Holdings
55
Medium
Last
Jun 5Stale
Next touch
in 70d
Call
James PorterExecutive
CEO · Porter Logistics
25
Low
Last
Jun 25
Next touch
in 4d
Call