The good thing about starting the journey with Ebury is that we make it effortless for you while we do all the heavy lifting. Here are five easy steps to successfully close a referral.
Step 1. Identify and qualify leads
In this step, you will go through your contacts and network that may potentially benefit from our solutions. Ask questions to your network to deepen your understanding of their needs.
Few lead qualification questions to consider:
What is your business and how much of your business is international?
What currencies do you use and what’s the volume of your cash flow?
How do you currently manage currency exposure?
Do you use any specific financial tools or hedging strategies?
How do you currently make international transfers?
Are there any challenges you face with your current payment methods?
Do you have any plans for international expansion in the future? If yes, how do you plan to finance them?
Are you open to a conversation with Ebury?
Step 2. Engage with them
Once you’ve qualified the lead, keep them warm by sharing resources to help them get acquainted with Ebury products and services.
Step 3. Introduce to Ebury
Once you believe this benefits your client and Ebury, formally introduce your contact to the Ebury team via an introductory email to facilitate a meeting.
Step 4. Relax while we do the rest
Once you introduce us to your network, we'll handle the entire process for you — from guiding your clients on how our products will benefit to onboarding and getting them to book trades with us.
Step 5. Stay updated
After we've been introduced, we will keep you in the loop with continuous feedback on the onboarding status. Any support you can provide in the process is welcome!