HARVEST PARTNER PROGRAM – BEST PRACTICES

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THE HARVEST PARTNER PROGRAM IS BUILT ON CLARITY, INTEGRITY, AND STRONG RELATIONSHIPS. THESE BEST PRACTICES ENSURE EVERY REFERRAL IS HANDLED PROFESSIONALLY, CONSISTENTLY, AND WITH THE LEVEL OF CARE OUR NAME REPRESENTS.

1. Who to Refer

Our partners should send us people or companies who genuinely need renovation, repair, restoration, or project management support. Good referrals include:

Ideal Referrals

Homeowners planning renovations, repairs, upgrades, or restoration work
Property managers looking for reliable, vetted contractors
Real estate investors preparing flips or rental units
Realtors who need renovation support before or after listing a home
Contractors who need additional contractor-level support for a project
Anyone who values integrity, communication, and quality workmanship

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2. Who NOT to Refer

Our aim is long-term, trust-based relationships. Not all leads will align with that goal — and that’s okay.

Referrals That Are NOT a Good Fit

Clients seeking the absolute lowest price
Clients expecting an unreasonable timeline
Individuals who have a history of being disrespectful or dishonest
Work outside our service range or ethical standards

3. How to Make a Proper Referral

For consistency, accuracy, and accountability, all referrals must come through the partner first — before the potential client reaches out to us.

Text, call, or email us FIRST with the client’s:
- Full name
- Phone number or email
- Type of project
- Address or general area
- Timeline, urgency, or ideal start date
- Any helpful notes (budget, expectations, concerns)
Confirm that the client gave permission for you to share their information.
We record the referral under your name to ensure proper tracking.

Harvest Pro will make the first contact with the client.
This ensures consistent communication, clear expectations, and a proper starting point.

The Correct Referral Process

Why This Matters

Prevents clients from calling us without context
Ensures accurate referral tracking
Protects professionalism and consistency
Allows us to approach the client fully informed
Avoids confusion between partners, clients, and the company

What NOT To Do

Do not give clients our number without notifying us first
Do not tell clients to “just call Harvest Pro”
Do not send us names with no background info
Do not assume we’ll know who referred them

4. How to Talk About Harvest Pro

Partners don’t need to sell the company — just speak honestly and simply.

Key Points to Share

Harvest Pro is built on integrity, communication, and clean workmanship
We remove the stress from renovations through organization and transparency
We bring trusted trades together to deliver consistent results
We value community, long-term relationships, and accountability
We stand behind our work and handle things the right way the first time

Avoid These

Promising prices or quoting on our behalf
Giving timelines
Speaking for us in detail
Overselling or exaggerating what we offer

The truth is strong enough — it doesn’t need embellishment.

5. What Information Helps the Most

The more information a partner provides, the smoother and more professional our first contact becomes.

Helpful Information

Client name and phone/email
Type of project
Address or general location
Timeline or urgency

Helpful Additions

Photos or video of the project
Expected budget range
Notes on concerns, personalities, or special circumstances

This allows us to prepare, set proper expectations, and offer the best service possible.

6. Follow-Up and Communication

Once a referral is submitted:

Harvest Pro takes over communication with the client
The partner does not need to follow up unless they choose to
Partners will be updated at key milestones:
- When contact is made
- When a quote is provided
- When the project is approved

We keep partners informed without requiring them to manage or monitor the process.

7. What Makes a High-Quality Referral

A strong referral typically has:

A real project with clear needs
A realistic budget and timeline
Respect for trades and the renovation process
Honest communication
Trust in their referrer (you)
A willingness to collaborate
An understanding that proper work requires proper cost

These are the clients who get the best experience — and who become long-term relationships.

Mission Statement

Our goal is to support our community of professionals dedicated to helping one another grow through networking, worksite interconnectivity, and mutual longevity.

Core Principle

All referrals must go through the partner first.
This keeps everything organized, professional, and aligned with the values that define Harvest Pro.

Are you ready to make your first referral?
If you still feel unequipped, reach out to River at 587-664-6880