To get client references for you to share with your FINALIST prospects, please complete all the fields below. Your submission will go to client management leaders for research and review. Depending on the complexity of the search, CM leaders need up to 5 business days to provide a reference list.

All requests will follow this process:

1. Sales team submits request using the form below.
2. Client management leaders receive your request and assign a team member to run a report based on the submitted information.
3. If there is a client who fits the search criteria, CM leaders will contact the corresponding client manager(s) and copy you to determine if the client(s) can be contacted.
4. If the client agrees to serve as a reference, the group’s client manager will provide you with the client contact information. You must also confirm who from the prospect is calling and the expected timeframe of the call.
5. When a confirmed list of references has been identified, please send the client list to CM leaders. CM leaders will be tracking the references we are using and the frequency at which we are using them.
6. If we are unable to find references via normal search methods, CM leaders will work with their teams to discuss clients that are not typically considered references to determine if they might be willing to talk with your prospect.