The introduction arrived. Who takes it forward?
A partner introduces potential clients. Some enquiries go straight to specialists; others wait with the founder. The partner gets no feedback and cannot tell which introductions help. There is an opportunity, but no reliable way of working together yet.
Go straight to the possible work ↓A useful distinction
Where does follow-up on a partner referral stop?
Not sure yet: general approachGeneral approach
Where we could start
I would establish how the partner selects referrals and what happens after handover. I would identify whether follow-up ownership or request suitability needs addressing first.
What you would have
A referral journey description and an agreed first step with the partner.
Who needs to be involved
Partner and company representatives receiving and following up referrals.
Roles and decisions
Authorised parties approve deal terms; increased sales are not promised.
This is a starting point for a conversation. We would check the approach against your task.
Prepare an enquiry
This is an editable starting outline, not a submitted enquiry. Add your own circumstances.