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Map likely overlaps
Identify where the same prospect could arrive through direct enquiry, an event and a partner introduction. Describe the practical situations before debating broad principles. The aim is a customer-friendly process that can be applied consistently when several teams believe they contributed.
Define evidence and ownership
Agree what information supports a claim of introduction or active pursuit, and how long that claim remains relevant. Use appropriate commercial advice for final terms. Keep the operational process simple enough that sellers can follow it without slowing every customer conversation.
Resolve quickly and document learning
Assign a decision owner and escalation path. Protect the customer from repeated approaches or contradictory pricing while the internal issue is resolved. Review recurring conflicts to improve routing and incentives rather than treating each case as an isolated dispute. Review whether pricing differences are creating the overlap in the first place. If the same customer receives inconsistent offers from different channels, clarifying ownership may solve only the immediate dispute while leaving the underlying commercial confusion intact. Keep the resolution consistent across similar cases, while recording material differences that justify a different operational or commercial response.
Illustrative operating example
A hypothetical customer meets a partner at an event and later submits a direct website enquiry. Recording the event introduction and the subsequent request helps teams discuss contribution and ownership without asking the customer to adjudicate their internal commercial relationship.
Make it practical.
Use this checklist as you read. Checks are not stored.Published by Tap Tap Go. Product availability and eligibility vary by programme and market. About our stories.
