TAP TAP GO
Make the feature practical
Tap Tap Go’s lead-tracking model can help a team preserve the context that turns an introduction into a relevant conversation. Record who introduced the conversation and the context they legitimately supplied. Confirm the prospective customer’s needs directly rather than treating the referrer’s description as a complete or permanent instruction. Keep unrelated personal information out of the record.
The result to look for
The next conversation should feel informed without becoming presumptive. The referrer’s contribution is preserved, while the person receiving the service remains able to define their own requirements and communication preferences.
A hypothetical scene
A colleague introduces someone interested in a corporate rollout. The team acknowledges that context and asks which problem matters most, rather than assuming every detail mentioned by the referrer is an agreed purchasing requirement.
Make it practical.
Use this checklist as you read. Checks are not stored.References & further reading
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