ADVISOR REFERRAL
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Thanks for making a referral!
If your referral becomes a paying customer,
you get
10% of the first-year's recurring fees.
It’s that simple!
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ADVISOR FIRST NAME
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ADVISOR LAST NAME
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ADVISOR EMAIL
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REFERRED ORG NAME
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REFERRED CONTACT'S NAME
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REFERRED CONTACT'S EMAIL
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REFERRED CONTACT'S PHONE
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PLEASE TELL US ABOUT YOUR REFERRAL, THE ORG, AND THEIR CAMPAIGN, INCLUDING ANY PAST WORKING RELATIONSHIP YOU'VE HAD WITH THEM
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Select...
I don't have to be involved
I'd like to be involved towards the end of the process
I want to do everything, with guidance (Strategy Session, Proposal, etc.)
WHAT INVOLVEMENT WOULD YOU LIKE IN THE SALES PROCESS?
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Select...
I will make an introduction
Someone from CCPro can reach out
I have already made an introduction; will let you know when I hear back
You're already talking to them; this form is just to close the loop
HOW SHOULD WE PROCEED?
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Select...
Yes
No
Maybe
DO YOU WANT TO BE THEIR ADVISOR?
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Submit
Everything You Need for a Successful Campaign
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