Send partner selection options to client and notify rep
Send partner selection options to client and notify rep
When all matched partners reply, your partner-selection process stalls and clients lack next steps. Send partner option emails to clients and reps to drive selection within 24 hours.
Overview
When every matched partner responds, selection decisions can stall and introductions drift—slowing deal momentum and frustrating clients. This workflow packages partner matches into a client-facing digest, alerts the owning rep, and drives partner selection to completion within a 24-hour window.