Feedback for referrals

Jarred Bailey

July 18, 2018 19:47

It would be nice to be able to give immediate feeback to referral partner after we have contacted or attempted to contact their referrals. This would give us feedback for 2 things first that we have made an attempt and if we were not successful maybe the referral partner could reach back out to the referral for us.

0

• Official comment

  

  Jeremy Walsh

  July 19, 2018 18:07

  @jarred - great to hear from you, hope all is well!  This is definitely on our list to be able to track referrals as well as provide feedback in the process.  We have added this as a "vote" to further move it up the list of priorities.  Hope this helps and have a great week!
• 

  Mr. John Demato

  July 27, 2018 11:05

  I can’t agree more. It is critical ( for me anyway) that I don’t have to use other apps like To.do or Any-do to track yet again the same info in the BNI APP., then it’s just another thing to do with a very limited amount of time as it is in a busy work day.
  In a perfect world, this app would be great if it had some of what connect has and many of existing apps already do.
  1. Referral stays till it is closed. And in some instances, it can take almost a year.
  2. Progress notes on the referral.
  3. Reminder to follow up.
  4. Ability to send the above to the person that generated the referral. It will let them know you reached out and help them to possibly follow up to close the lead. “Hey Bob, I see that you connected with my BNI member from State Farm, he mentioned he could save you and your family money, he was just waiting for .... let me know if I can help)
  This shows Trust, caring, sincerity, which is important for someone to move forward when they may be in the fence... or say, wow I know I’m busy, but let me reach out since you took the time...

  5. The ability to send an existing referral that went to say abc company to xyz Company with a note and the ability to copy all the input data and just modify necessary information.
  6. The ability to click off other members that Fay be a fit for the same referral...

  I know most of those conversations should take place in the meetings, but in our group of 30+ members, Time is limited.....
  Ok, I’m off my soapbox. :)

  0

Please sign in to leave a comment.