Now that your referral partner has their own personalized Ownwell landing page, the next step is ensuring they distribute it to their client database.
Setting Clear Expectations
Before they send it out, have a quick conversation to align on:
✔ How many clients will they be reaching out to?
✔ When was the last time they engaged with their database?
✔ What’s the best timing for the email? (We recommend sending it first thing Monday morning for maximum engagement.)
Helping them think through their approach will increase the likelihood of success.
Providing the Right Tools
To make this as easy as possible, we’ve created a pre-written email template that they can use. Click here to access it. Encourage them to personalize it for their audience.
Holding Them Accountable
Once the plan is in place, follow up to ensure they follow through. A simple check-in can go a long way in making sure they take action.