Referral partners will be notified whenever one of their clients enrolls in the report. However, they won’t have direct access to view the clients that have signed up for Ownwell initially.
We’re currently developing a login portal for referral partners, which will provide them with full visibility into the clients who sign up through their landing page. We expect this feature to be available in April.
In the meantime, they’ll rely on you to keep them updated on any key insights or opportunities from the reports. Here are a couple of simple ways to do this:
Record short Loom videos of your Ownwell dashboard, filtering by “referrals” to easily identify and share updates on their clients.
If a referral partner needs details on a specific client's report, you can send them a screenshot of the relevant report section.