Ask AI
How can we help? 👋

What do I do once I refer someone?

Learn how to support someone after referring them, ensuring a positive experience throughout their journey.

📤 What do I do once I refer someone?

The key here is to follow along with their journey, you don't need to do anymore selling you just want to do the supporting.

  • Touch base to see how their initial consultation went?
  • Was their strategy session insightful?
  • Are they happy with the properties being presented?

It allows you to come from a place of care but also feed some valuable information back to the team.

Support them right through the journey.

 
Did this answer your question?
😞
😐
🤩