Referrals

Below you will find how to set yourself up for success with your referrals. Please note that once you enter your referral into the website, you will receive an email with the referrals you submitted. If you did not receive, please check your spam especially if you gmail. Also, in step 1 you will see how to set up email filter for gmail so your referrals will always come to your inbox. Also, after 3 days you will get those referrals sent to you again as a reminder of the names of the referrals just in case you lost or deleted the first email with your referrals on them.

 

Step 1 - Filtering Email So Referrals Come to Inbox and Not Spam

Setting Up Gmail for Receiving Referrals from Website (Please Watch Video Below or Click Here for Instructions)

Some referrals after they have been submitted have gone to spam especially those who have gmail. The video below will show you how to set up a filter so any referrals you submit will go to your inbox. You can also download instructions by clicking here or see them below next to video.

Below you will find a walk through on how to gather your referral, phone script for when you reach out to your referral, and a infographic on the overall steps to attain the referral and calling the referral. Once you

Step 2 - Referral Documents

Updated Activity Report

After Sale Referral Gathering Training

Referral Phone Script

Infographic for Referral Success

Powerpoint PDF’s from ASR Training

Step 3 - Video ASR Training