Tooltip for how hot is this referral
Please include a description or tooltip for how hot is this referral so people know what constitutes a 1 to 5 score.
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Official comment
@scott - thank you for this note - this is something that we will take into consideration for a future release. Hope this helps!
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What a great idea!
I think this would help all the members think twice and have a consensus on how hot the referral is. I think it would help provide realistic expectations of what next steps should be in following up on referrals if the number rating was more accurate.
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I think two graphs would be helpful.
Level of Need refers to how critically the contact needs the service. (If it is level 5, they are buying from someone and soon.. If it is level 1, they will eventually buy that service, but aren’t actively searching for a provider.
Level of Referral refers to how much effort the referrer will put into this connection. (If it is level 5, the referrer is setting the appointment for a face to face meeting. If it is level 1, the referrer has verified that the contact is willing to take the call, but is making no further action.)
It is VERY conceivable that a Level 1 exploratory need facilitated by a Level 5 face to face introduction could lead to a massive (“Golden Goose”) relationship referral which doesn’t turn into TYFCB for months or even years.
Similarly, the need might be high (Level 5), but the referrer might only provide a warm introduction via text message or email (Level 2/3). A practical example, if it is a long distance referral (especially when time critical) trying to set a face to face appointment would only delay the process.
From the referral receiver's perspective, having separated scales for the two factors helps prioritize how quickly to confirm receipt of the referral and what level of support to expect from the referrer. Yes, step one after receiving the referral is to call the referrer to thank them and ask for clarification. But if they submitted the slip from the App and know you aren't going to see the notification until you check email; clearly the issue isn't an emergency even if listed as Level 5. If the referral was truly a 5:5 the referrer shouldn't submit a slip, THEY should call.
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Almost all my inside referrals received are listed as 5. But my fellow members aren't actually ready to proceed. So I have a "Level 5" referral in my tracking sheet with status "pending" for weeks or months. Clearly they don't really need the product now.
Members don't understand the levels of referral. People are defaulting to 5 because it doesn't take thought to make everything a priority; the problem is when everything is a priority, nothing is a priority. Marking Level 5 on a slip is imposing your priorities on the receiver (and you have no idea what their priorities or work load look like),
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