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NT-040 / Focused tool

Agency referral handoff

Pass a referral with permission and clear expectations.

Pass a referral with permission and clear expectations. Connect introduction purpose, sharing permission, receiving provider with responsibility and evidence. An action closes only when all task fields, owner and target date are entered, its state is Complete and an evidence reference is recorded.

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Editable .xlsxPDF guideNo macros

Start with the decision

What information may be shared, with whom and for what next step?

Agencies introducing a prospect to another service provider.

From input to next step.

  1. 01

    Confirm permission

    Ask the prospect what may be shared and with whom. Do not send an entire client file by default.

  2. 02

    Bound the introduction

    Describe the need and proposed next contact. Make any referral arrangement clear through the appropriate agreement.

  3. 03

    Confirm the handoff

    Record the introduction evidence and the recipient response. Close only the introduction action, not an assumed sale.

A look inside

The example, in plain sight.

Fictional values from the workbook. Amounts are illustrative currency units, not a market rate or a customer result.

Reference
RF-01
Introduction purpose
Specialist illustration
Sharing permission
Prospect requested introduction
Receiving provider
Provider A
Owner
Coordinator
Target date
2026-11-12
State
Complete
Evidence reference
Example record 1
Open action
0

Before you use the result.

  • No messages are sent by this file.
  • Share the minimum permitted information.
  • Do not guarantee the receiving provider.

A consent-aware referral coordination record, not a lead list or partner endorsement.

A few useful answers.

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Each product includes a PDF guide, an editable Excel workbook, a fictional worked example, a blank worksheet with 50 prepared rows and a decision log. Working kits also include an implementation plan and an adaptable message. The exact file list is on each product page.

What software do I need?

A PDF reader and spreadsheet software that supports standard .xlsx formulas. The workbooks contain no macros or external data connections. Formula results depend on your inputs and your spreadsheet software recalculating them. No paid AI account is required.

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