Sarah Newton
Disaster Recovery
404-680-1152
404-680-1152
Member
Company
Development
I collect and keep my pink slips in sequential order, leaving the most recent at the top, and keep them in a file in my office. More importantly I also track them in an excel spreedsheet entering the info in after every PowerCore meeting as well as I add the data into our CRM to set reminders and track accordingly. This way I can stay up to date and follow thru with contacting both the customer/client and my PowerCore team member that I sent the referral to. I reach out with a follow up phone call, in person, or via text/email depending on the referral type and my relationship with the customer/client. I also reach out to my PowerCore team member the same way as well as communicate in person at our meetings.
Referral Trigger Response