How do I introduce a new owner to my chimney sweep’s realtor referral partners?
Make personal introductions, not announcements. List each realtor who sends work, what they value, and how jobs reach you, then bring the new owner to meet them in person. Explain what stays the same and who to call, so referrals keep flowing.
Start by writing down who sends you work. For each realtor, note how often they call, what kind of inspections or cleaning they request, and what they like about working with you. Some want fast turnaround before a closing date, others want clear reports to pass to a client. Those details are the real value to hand over.
Pick the most important partners and arrange short, face-to-face meetings, with you present. Tell them you are leaving, who is taking over and what will not change: the standards, the response time, the report format. Let the new owner talk about their own background, because realtors recommend people they trust, and trust is easier to build in a conversation than in a letter.
Follow up for a few weeks after. Check in with each partner, ask whether any jobs slipped and ask how the new owner is doing. A small mistake in the first month can stay in a realtor’s mind for much longer than a good job, so offer to be available by phone during that time. Hand over your notes and contact details too, and agree how long you will stay reachable. If a partner seems hesitant, ask what would reassure them, and pass the answer to the buyer promptly.
Key takeaways
- List each referring realtor, what they ask for and how often they send work.
- Introduce the new owner in person and say what will stay the same.
- Stay reachable for a set period and check in with each partner afterward.
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Sources
This answer is checked against primary sources. Links were last confirmed on the dates shown.
- 01Business Development Bank of CanadaGovernmentWhat is succession planning?
- 02Business Development Bank of CanadaGovernment7 steps to increase your business’ value—before you sell it
- 03Business Development Bank of CanadaIndustryHow to sell your business
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