Track requests made, connector approvals, introductions delivered, buyer responses, meetings held and accepted opportunities. Define denominators for conversion rates so a connector approval is not confused with recipient acceptance.
Use stable contact and account identifiers, with the connector recorded as a person and their organisation or source group recorded separately. Retain the introduction date and evidence.
An introduction may source a new opportunity, add a stakeholder to an existing deal or reopen an old evaluation. Document which applies. Avoid counting the same opportunity several times when reporting combined totals.
Open pipeline shows opportunity value; closed-won revenue shows a completed commercial outcome. Financial ROI needs costs and an appropriate contribution measure, not just a pipeline-to-fee ratio.
Orbb's Referral Agent should be evaluated on completed workflow and qualified contribution. Confirm the reporting responsibilities in your engagement so both the service and sales team use consistent definitions and evidence.