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Can You Recommend?
If you are working with first-time buyers or people who are new to the area, you can be a particularly valuable resource for such services as appraisals, mortgages, inspections, warranties, repairs and renovations.
Obviously, the professionals and companies you recommend ultimately reflect on you. This means that you must always recommend or refer services with great care and forethought. Here are some tips for making sure that the companies you recommend share your same goals and passion for customer service excellence:
• Always disclose any relationship or experience with a supplier you recommend. If he or she is a relative or friend, say so. If you’ve used this source personally, let the client know. If you’ve never actually employed the person or company yourself, but have seen evidence of their work, explain that as well. It’s important to simply let the client know the level of your experience with and knowledge of a recommended company.
• Try to meet the supplier in person before making a recommendation. Even if you’ve heard wonderful things about the services they provide, a face-to-face meeting will give you the chance to evaluate their level of professionalism as well as to seek answers to important questions. Most suppliers will be more than happy to pay a visit to your office for this purpose. Don’t hesitate to tell them what your expectations are.
• Ask for a list of references. Contact at least a few of the references and ask about service, quality, punctuality, and professionalism.
• Find out if the supplier’s industry requires licensing. If so, ask to see a copy of the current license. If licensing is not required, find out if the supplier is a member of an industry board or trade association. Communicate this information to your clients.
• Ask about the company or professional’s independent standards. For example, AmeriSpec inspectors adhere to the company’s own Standards of Excellence, which are more demanding and precise than the less stringent Standards of Practice to which some home inspection companies subscribe.
• Ask about training. What level of expertise can you expect from the people being sent to serve your clients? Is ongoing training a priority to stay on top of industry trends?
• Consider whether your supplier is affiliated with a national company. Oftentimes, national companies offer the resources necessary for superior training, networking and personnel.
• Follow up. Ask your clients about their experience with the supplier you recommended.
If their experience wasn’t at least satisfactory, contact the supplier and communicate your disappointment in a constructive way. Remember, you want your own high standards to be reflected in any recommendation you make. Following up will help ensure that future referrals are productive, positive experiences.
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