Referring Clients

  1. From your ProPartner account dashboard, click Refer a Client in the left menu.
  2. Complete the referral form, and click the Send Referral button.
    • The Company Name field refers to your client’s company or organizational name.
    • The First Name, Last Name, Contact Phone, and Email Address fields all refer to the client’s contact information and help provide excellent customer service during on-boarding.
    • The text field at the bottom of the form is your opportunity to give us important information about your referral. Please consider providing:
      • What is the client’s pain point? Why are you referring them to us?
      • What’s the best method and time to contact the client?
      • Do you want to do any initial setup in your client’s account?
      • Any other important information we should have.
  3. Once the form is sent, you will be able to track the status of the referral from your dashboard.

Was this article helpful?

Related Articles