When to use referral playbook
Deploy when referral quality varies widely and you need a repeatable process for better outcomes.
A practical example of referral playbook
An employee follows the playbook to message a former colleague, then logs the referral through the provided form.
How it applies to Ideoreto
Use this reference when preparing a project introduction or explaining your work on Ideoreto. Registration does not guarantee work, collaborators or funding.
Key takeaways
- Ensure the playbook includes a template for initial outreach messages.
- Confirm that each referral is recorded in the tracking system after submission.