Record the referral date, source, customer status, promised action, and next contact. Thank the referrer after the new customer receives appropriate attention. Review which partners send suitable enquiries and keep communication useful.
Include the order status and next action in the handover. A customer should not have to explain the same problem when responsibility changes.
Start with one real case involving plan a kenyan business referral follow-up calendar. Record the starting position, the cost or time involved, the customer result, and the change made. Review the evidence after four weeks before extending the process to the whole business.
KobStore can give referred customers a clear place to understand the offer before they respond.
