Once you are assigned a referral, we will text and email the customer with a link to your Saltroad profile, so they can learn a little bit more about you, and book their intro call with you.
You will be copied into the email, which will have the referral reference number in the subject line.
Once they have booked an intro call with you, we provide you with the full Case History notes and their original online screener (via Slack and email).