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Step-by-step guidance on making a referral, handling consent, and referring leads you cannot fulfil.
A good referral is clear, consensual and useful. A poor referral wastes everyone’s time and can damage trust.
These guides walk through the practical side of referring a client, handling introductions, and doing it responsibly.
2 guides
Referring a client well is a small act of professionalism. It protects the relationship and gives the opportunity a real chance to close.
A lead you cannot serve is not necessarily a lost lead. Handled well, it can become a referral that helps the client and your business.
Know someone who needs this?
You do not have to deliver the work yourself. Refer the requirement to OneGuy, and earn a reward when the deal closes — subject to OneGuy’s referral terms.
