How to fill out a referral slip

In PRE, we use 3 ply carbon-copy sheets to track our referrals within the chapter. In order to ensure all referrals are tracked correctly, please make sure you fill out the referral slip in it's entirety. These steps will help you ensure you do not miss anything.

1. at the top, check whether it is a 1st or 2nd generation referral. EXAMPLE: if I have a referral for Jason Eve to have my car's oil changed, it is a 1st generation referral. If i have a referral for my grandparents to have their oil changed, it is a 2nd generation referral.

2. Next, fill in who the referral is going to and the date. In my example from above, it would be to Jason Eve/Brooks Huff. (you can list the company name or person's name, either is fine)

3. List who the referral is from and your phone number in case there are questions- this referral is from me, Marie Cartwright/Net-Aid and i would list my office number

4. Next list the person who they are to contact and their phone number - in this case, it would either be my name and number if it's my car, or I would list my Grandparents name and number if it was for their car.

5. Specifics concerning this referral - list what the referral is for - in this case, an oil change.

6. Check whether this is new or repeat business.

Now you are ready to give the referral. In my example, i would give the White copy to Jason as the receiving member, the Yellow copy goes in the bucket, and i keep the Pink copy for my records.

When the sale is finished.........
1. If you are the holder of the white slip, when the sale is completed, fill out the date and how much the transaction was for. The dollar figure should be the Gross Sale total, NOT profit/commission.

2. Turn the white slip back into the bucket at the meeting

3. If for privacy reasons you cannot turn in sales with client information, or if it's just easier for you to tally everything at once, please feel free to email me your monthly sales total mcartwright@net-aid.net.

One last note - please hang on to your pink referral slips and reference the to make sure you are not giving the same referral twice. It's easy to forget, and this will ensure you know what referrals you have already given.