Referral handoff
Facilitate a warm introduction and smooth connection when referring a client to another professional.
When a client needs help from another professional, I want to make a warm introduction and ensure they get connected smoothly.Follow these steps:1. Identify the type of professional needed and the specific reason for the referral.2. Pull the client's contact information and identify the appropriate professional from my network.3. Draft a warm introduction email connecting both parties, explaining the reason for the introduction and providing relevant context.4. Add a note to the client's CRM record documenting the referral.
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