Introduce yourself and explain how you received the contact. Ask whether they want to discuss the service and request only the details needed to assess the job. If they are not interested, stop follow-up.
Thank the referrer, contact the prospective client through the channel they agreed to, and mention the introduction without implying that the referrer promised an outcome. Ask the same suitability questions you would ask any customer. Do not tell the referrer about the client's needs or quote unless the customer authorises it. Afterward, thank the referrer without sharing private details about whether the lead booked.
Record whether the prospective client consented to the introduction before sharing their details with the referrer.
Ask the prospective client how they prefer to be contacted and confirm that the referral source has made an introduction with their permission. Keep the referrer informed only that you made contact, if appropriate, without sharing quote or personal details. A referral is an introduction, not approval to disclose the new client's information.
Record the outcome without sharing it back to the referrer unless appropriate. Provide a KobStore page link when useful; create one for future referrals.
