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 approachConsidering this option: Referrals get lost or receive no reply
Where we could start
I would review what happens after an introduction. I would agree who replies, how the referral reaches the right person and what feedback can go to the partner, then test the process on a limited set of referrals.
What you would have
A referral handover process with owners, statuses and feedback rules.
Who needs to be involved
The partner representative, referral owner and people handling initial discussions.
Roles and decisions
The seller approves commercial commitments; client information is shared only as agreed.
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.