Referral Leads

Strategist of Client *

Analyst of Client *

Name *

Organization who made the referral *

AKA "referral org"

Referral Org's POC Name *

First

Last

Referral Org's POC Email *

Was the organization who made the referral a client longer than 6 months? *

Who was the initial Sales person for the organization making the referral? *

New Organization's Name *

Referred Contact's Name *

First

Last

Referred Contact's Email *

Referred Contact's Phone *

Have you spoken to a contact about our services? *

Did you give the client a price for Grant Management? *

If yes, what was it? [Mark all that apply] *

Which package does the client who referred them have?

Were they interested in any other services? [Mark all that apply] *

Custom Service *

Write in which service they mentioned.

Does the referred lead know a salesperson is going to reach out? *

When would they like a salesperson to reach out? *

Referral Notes *

Please include a description of the nature of the relationship between the current client and the referral.

Please take some time to fill out the form below for referrals.