Introduction acknowledgement records
Evidence of the introduction, and of the client's response.
A timestamped record of every introduction you make. Record the introduction, send it to your client's named approver, and keep the issue and decision timestamps in one place.
Record
Capture the client, the organisation introduced and the date, with your existing arrangement reference attached.
Acknowledge
One named approver at the client confirms, queries or rejects the record through a secure link.
Retain
Issued records cannot be quietly changed. Corrections create a new version and the history is preserved.