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Partner Referrals

Sales

Prompt

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Create a category for partner referrals, reseller introductions, referral emails, partner led opportunities, joint sales discussions, and emails where another business introduces a potential customer. Include messages from consultants, agencies, vendors, or existing customers who are passing on a lead. Do not include generic networking emails unless there is a clear sales referral.

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Need help creating your own categories?

We can help you set up categories that match how your team works. If you’re not sure what to create, or how to word your category prompts, talk to us and we’ll help you get started.

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