Submit a referral in under 3 minutes
Make the process painless for your clients and refer them to Champagne. Have some questions before referring? Give us a call at (805) 900-3000 or email us at team@champagneinc.com
Referral Partner Benefits
Easy To Do
Takes 3 minues or less
Lead Education
Understand the process
Lead Summaries
Get all the details
Lead Updates
Stay in the know
Client Education
We take time to educate your lead on how Champagne can help them.
After our initial phone conversation with your lead:
We send a follow up intro email that walks them through the Champagne process.
We copy you on emails so you know we spoke with your lead and what was discussed.
Referral Summaries
Summaries for every referral you send our way.
This is one of the things our referral partners love most about Champagne.
We send a new referral summary so you can see how viable your lead is as an actual cliet.
All info is logged into the system up front, so the lead’s are not ever asked the same questions twice.
Referral Updates
We email you weekly updates for all referrals you send to Champagne.
We track every referral you send and let you know exactly where we are with them each week.
We help you to never lose track of any of your leads and know what their current status is.
Quick & easy to submit
Make the process painless for your clients and refer them to Champagne
