Referral slips

Ms Gorett Reis

August 11, 2018 01:01

I would like to see more options with referral slips other than a call or a card. It would be great to have an ‘email’ option where you introduce both parties via email and include their number.

0

• Official comment

  

  Jeremy Walsh

  August 16, 2018 17:52

  @keith @gorett - thanks so much for the feedback!  The slips were designed to be in alignment with the PAPER slips at this time. That said - it has been a very long time that we have had only those two options that certainly predate modern technology.  As this is more of a "policy" decision as opposed to a technology one, we will pass this along to the International Board of Advisors for discussion.

  Hope this helps!
• 

  Mr. Keith Besherse

  August 13, 2018 14:55

  I agree.

  A three-way email in which I say to the referred party “as we discussed at X event today, my friend is really good at the service you need. Their number is: ...”

  My referral partner (and fellow BNI member) can then reply all to the email saying to the referred party “How can I help you?”

  That way everyone knows the referral has been passed and there are no surprise phone calls.

  Keith Besherse

  BNI Sound Referrals, Puyallup WA

  0
• 

  Ms Gorett Reis

  August 16, 2018 18:00

  It does, thanks @jeremy. Thanks @keith for agreeing with me. :)

  0

Please sign in to leave a comment.