What matters
A partnership needs shared expectations about suitable requests and handoff details. Explain what information the business needs to respond and how an introduction becomes a tracked opportunity.
Put it into practice
- Identify compatible partners
- Define inquiry handoff information
- Review the resulting requests
An example in practice
A property manager introduces a maintenance request. The business receives location, service context and a contact who can authorize access.
What to track
Track qualified requests and outcomes by partner.