Refer a project brief, not a pile of contact names
A useful introduction explains what the customer wants and why a discussion is timely. A list of names without permission, context or a defined need does not give a project team enough to make a relevant first approach.
Describe the buying problem
A developer choosing a standard home package and a homeowner replacing one lock need different follow-up. Include project type, location and stage, plus the result the customer is interested in. Avoid adding details that the receiving team does not need.
Make the introduction expected
Agree with the customer what may be shared and who will contact them. Keep the introduction concise and accurate. This gives the customer a reason to continue the conversation rather than receiving an unexplained approach about products they never asked for.
Discuss a referral arrangement
Use HomeTech’s referral route with an authorized project brief. Lead ownership, validity and any commercial reward belong in the agreed referral arrangement; a useful introduction starts with a real customer need rather than a presumed automatic commission.
Before you buy
- Include project type and stage
- Confirm permission to introduce
- Share only relevant details