Give partners a product they can explain accurately
Show the actual pergola systems your business supplies, including attachment types and roof or enclosure options. Agree which requests the partner can introduce and which need a technical conversation. A referral channel should not sell an unsupported combination or promise a complete outdoor project when your scope is only the pergola.
For businesses serving Johns Creek and Marietta, record the project address and identify the responsible local review path. Johns Creek's customer self-service portal lists accessory structures among its building applications. Use the appropriate authority for each address instead of treating a Georgia campaign as one approval process.
Retain source, product and ownership at the handoff
The referral should contain the product preference, approximate footprint, timing and permissioned contact information needed for follow-up. Preserve the partner source so proposals and outcomes can be evaluated consistently. Avoid counting the same homeowner twice when both a partner and the website submit the project.
Configurix can connect product selection with the agreed inquiry, pricing and quotation workflow. Specify the project identifiers, owner and handoff fields, and agree any CRM connection by data and responsibility. A list of software logos does not define that contract.
Measure partners by qualified proposal outcomes
Track whether referrals fit the product range and territory, progress to consultation and result in an issued proposal. Review reasons for non-progression, such as unsupported scope, missing measurements or work outside the service area. Keep those definitions stable when comparing sources.
Configurix's approved Elite Aluminum and Tenteks Italia implementations provide relevant examples of product configuration connected to quotations and wider software. Use a representative partner referral to validate your own process, then retain the chosen design and current commercial revision during follow-up.
What to check with your team
- Partner offer matches the supported product range
- Referrer and homeowner project not double-counted
- Contact and product data reach the quotation owner
- Local review responsibilities identified by address
- Referral quality evaluated against issued proposals