Back to Final Expense
Referrals
1. Ask for a review
Review not yet requested
Ask the client to leave a review (e.g. Google, Trustpilot). Mark complete once you've requested it.
Click when you've asked for the review
2. Referral capture
Referrals not yet captured
Capture referral names and contact info. Mark complete once you've recorded the referrals.
Click when you've captured the referrals