Getting know them, their situation and how we work
Explain that we will be sending them our terms of business which explains how we work but there are a few key areas: regulatory status, whole of market, complaints, how we get paid
You have to get to know them so it makes sense if they get to know you: why you do the job, why you started the company, a bit about your family
Explain we are a business built on referrals and recommendations and to respect this we will pay you £100 when you refer someone
