Referrals are often built on trust between people. A simple agency process helps the team acknowledge introductions and keep the referring relationship informed when appropriate.
Start with the reader’s real question
Record referral source, assign a lead owner, respond promptly to the prospect, and follow any permission or communication preferences the referrer shared.
Build a process your agency can maintain
Follow applicable anti-rebating, privacy, and marketing requirements. Never share a prospect’s information with a referrer unless the prospect has authorized it.
Put the guidance into practice
Agree on a consistent way to thank referral partners and track the source of incoming leads without exposing confidential prospect details.
Take the next step
Put your agency workflow in one place.
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