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: Conversations begin, but the needs do not fit
Where we could start
I would review suitable and unsuitable requests without sensitive details. I would clarify who benefits from the offer, what to ask before an introduction and when another route is more appropriate.
What you would have
A description of suitable requests and a short introduction-preparation process.
Who needs to be involved
The partner, sales owner and a specialist assessing possible delivery.
Roles and decisions
The team confirms delivery feasibility; sales and referral volumes are not guaranteed.
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.