Know your top three reasons for saying no
Wrong service, wrong size, wrong timing. For each one, decide in advance which verified partner you’d introduce. That turns an awkward decline into a helpful introduction in under a minute.
Line up the partners before you need them
Use Find to identify agencies in the adjacent disciplines your leads keep asking for, check their proof and availability, and send Request Partnership with the model set to referral or overflow. Do it while you’re busy, not while a lead waits.
Make the introduction with context
Send a Request Introduction that says what the client needs, why this partner fits, and what you’d like to happen next. Ask the partner to let you know how it goes.
Post it as an opportunity when you don’t have a partner yet
If no verified partner fits, post the need as an overflow opportunity from your B2B ID. Agencies whose services match will respond with their B2B ID attached, and you can introduce the client to the best fit.