20% of your business should be coming from Self Gen. Your target is to generate 10 Self Gen Leads per week. Make the most of your Introducer Agreements and Ask for Referrals in every meeting and from every new Customer. Once you have signed an Introducer Agreement you will be required to email this to [email protected] or post to Business Support. Enter YOUR referral information here
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The new referral portal is a fast and easy way to create your leads and means that you only have to input the details once to start building your Self-Gen Deals Pipeline.
Please provide as much detail and context as possible including whether or not you have already booked an appointment. The more background provided will mean less validation queries from the Business Support Team.
It is very useful for your BSC to understand how you acquired across the prospect.
By effectively using the portal and including as much information as possible, we'll then be able to attribute this lead back to you and have a clear understanding of the business and background information.