Business answering
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Work card 12 / Walpole 02081
Referral Call Process
Understand routing, transfers, recipient checks, and separate agreements.
The telephone may reach or transfer to a third-party business. A call does not guarantee coverage, a visit, price, or result.
Call the plumbing bench 877-702-1610
Page register
Five parts to put on the bench
Track every recipient and transfer until the actual contracting business is clear.
Transfer
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Project fit
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Possible charge
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Separate agreement
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Material choices
Choose from a supported finding
Ask for the business name before describing the project and repeat the identity check after every transfer.
- 01Identify the first recipient.
- 02Repeat after a transfer.
- 03Confirm project fit and possible charges.
- 04Keep the provider agreement separate.
Care notes
What belongs in the finished record
Keep the provider agreement separate from this publisher and record who accepted the request and on what terms.