Partner Program Strategy
Service partner

How do I make the process of sending referrals to my partners repeatable?

2 Answers
Thomas Mancuso avatar
Thomas Mancuso
Podium Director Of Product Partnerships
Automate it, - Use something like PartnerPage, - Educate your Client org teams on: * How to direct customers to those resources * Why partners add value for customers.
Greg Kelly avatar
Greg Kelly
Webflow Principal, Product Partnerships
In order to make this process repeatable, I recommend setting up a clear process (enabled by software) for how these referrals are handed over to partners. This could be as simple as a Google form so you are accurately tracking every single referral that goes to your partners, or from your partners back to you. It is critical that you create expectations with your partners on how they should handle/respond to the referrals you are sending their way. For example, partners should reach out to referrals within X hours of receiving it.