Want to limit the autonomy of your agents to choose who to refer to? You can instead have your agents submit referrals through a special, unique-to-you link that doesn’t require them to login, and where referrals are matched automatically to the right companies based on your preferences.
Companies that use this referral method report that it takes their teams less time to submit referrals than when they need to look up the partner companies themselves.
The script is just “We don’t do ___ but let me confirm you info and I’ll connect you with one of our contacts after the call.” The agent fills out the form on the link with the customer’s info, and we will connect the customer with the right company on your behalf. Easy peazy.
Ask client.success@batonleads.com about getting your unique referral submission link today.
You can also embed this form into your scripting software by using an iFrame.