The Lead Card
Hand off a referral the right way. Who it is, what they need, when, how hot it is, and proof they said yes to the intro.
What makes a lead worth passing
- The person has a real need now or soon
- They know your partner will reach out
- You shared what they need in their own words
- You follow up a week later to ask how it went
Questions people ask
Why is permission required?
Because an introduction someone agreed to gets answered. A name passed without permission usually does not, and it costs you trust.
Does NexGen see my Lead Cards?
No. The card is built in your browser. You copy it or email it to your partner yourself.