Sales & referral networksAn introduction should never end at an introduction.
Referral groups · Introductions, ownership & follow-through
The problem.
A referral is not complete when it is shared; someone needs to own the next conversation.
How it works for referral groups.
One record from the first request to the follow-up.
- 1IntakeA partner submits an introduction through the website.
- 2ActionAssign the first-contact action to the receiving member.
- 3FindingXCam is optional when the referred work includes a property visit.
- 4Follow-upReview the contact outcome and assign the next follow-up.
No commission, referral payout, guaranteed conversion or partner-account integration is promised.
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