Please submit this form for each prospective referral team member that needs to be vetted. You can use the following template for reaching out: "Hey [Name], I was just in a meeting and you came up. I think I might have some referrals for you, but I'm not 100% sure if they're a good fit. Can we schedule a time to sit down over coffee, either this week or next, so I can more clearly understand what you do and what an ideal referral looks like?"