When I refer a client or other contact of mine to other Powercore members, I introduce them directly to the contact via email. I then follow up with a call and/or text to the Powercore member. When I refer someone, they are warm leads that I have already spoken to and qualified for the powercore member. I don't deal in cold/blind leads who are not really a fit or who are not actively looking for their service. I consider that disrepectful to the other Powercore team members to hand off referrals that I have not qualified, and I expect the same when people are referred to me as well. That way, none of us are wasting each other's time with cold leads/people who really are not looking for our service level of expertise.
Once the referral is made, I document it on the referral record at the next Tues morning meeting.