This document outlines the 6-step signup process for a referral service. It details what the service offers companies, the referral process of qualifying leads and matching them to network members, and steps in the signup to provide customer details, service areas, and customize referrals. It also explains the billing process, additional resources for members, and invites the reader to join by calling for assistance in completing the 10-15 minute signup.

1. DETAILED STEPS THROUGH THE SIGNUP PROCESS

2. DETAILEDSTEPSTHROUGHTHESIGNUPPROCESS
GETTING STARTED
What We Offer
Since 2001, we have provided a steady flow of new customers to
hundreds of companies across the United States. These companies
gain sustainable competitive advantage by:
• Building Route Density
• Acquiring Market Share
• Gaining Exclusive Competitive Advantages

3. DETAILEDSTEPSTHROUGHTHESIGNUPPROCESS
THE REFERRAL PROCESS
450 calls
100 Internet inquiries
50 call backs
125 Sales-Ready Referrals
450 calls
100 Internet inquiries
50 call backs
125 Sales-Ready Referrals
Our Process
Record Nations strives to catch consumers in the earliest part of their
search for information, and provide immediate answers. Our sales
team responds to dozens of inquiries a day. 30% of our calls become a
sales-ready referral. Our referrals must:
• Be located within your service area
• Contain accurate contact information
• Meet specific volume requirements
• Represent a need for scanning or storage in a reasonable time
frame

4. DETAILEDSTEPSTHROUGHTHESIGNUPPROCESS
THE REFERRAL PROCESS
Our System
Each referral is then entered into our internal processing system,
where it is automatically matched by zip code with members of our
network.
• We track each referral by unique ID number
• We know exactly who the referral is sent to and can track its full history
• The system limits each referral from 1 to 4 service providers

5. DETAILEDSTEPSTHROUGHTHESIGNUPPROCESS
STEP 1
About Your Business
In order to send you better referrals, at the time of sign up you will
be asked the following questions:
• What is your preferred service area?
• Do you provide scanning or storage services, or both?
• Do you provide on or offsite scanning services, or both?
• Do you have office staff?
• Who answers your phone?
• Who will be receiving the referral notifications?
• Who will receive the billing information, Accounting Department
and/or Owner?

6. DETAILEDSTEPSTHROUGHTHESIGNUPPROCESS
STEP 2
What is Your Service Area?
You will also be asked which kind of service requests you would like to
receive.
• Are you interested in referrals for:
• Document Scanning
• Records Storage
• Document Software
• Tape Storage
• Cloud Storage

7. DETAILEDSTEPSTHROUGHTHESIGNUPPROCESS
STEP 3
Flexibility to Grow Your Market Share
In order to send you better referrals, we will work with you:
• Adapting to a broad geographical market strategy.
• Targeting areas where competition is strong or weak.
• Exploring new geographical markets.
• Growing new document scanning and storage customers.

8. DETAILEDSTEPSTHROUGHTHESIGNUPPROCESS
STEP 4
Acquiring Exclusive Advantages
We offer our members exclusive advantages. We can work with
you:
• Finding holes where there is no competition.
• Utilizing our exclusive referral program, where referrals are only sent to
one network member.
• Using Record Nations and world class customer service as the exclusive
way to grow (avoiding the overhead of conventional marketing).

9. DETAILEDSTEPSTHROUGHTHESIGNUPPROCESS
STEP 5
Learn How to Use Our Resources for Your Business
We provide our members
with additional resources
after signing up with us.
Some of these resources
include:
• Weekly Budget: A tool
available to help
control referral
expenses
• Find the budgeting tool
under Settings, ‘referral
options’.

10. DETAILEDSTEPSTHROUGHTHESIGNUPPROCESS
STEP 6
Learn How to Use Our Resources for Your Business
We provide our members with
additional resources after signing
up with us. Some of these
resources include:
• Profile Page: A profile page of
your company is provided to
the referrals we send you. You
can update your profile at any
time. This gives referrals a quick
overview of your company and
your services.
• To edit your profile go to
Settings and the ‘Customer
Display Profile’.
• Always make sure to hit save
after making any changes to
your profile.

11. DETAILEDSTEPSTHROUGHTHESIGNUPPROCESS
Billing
Weekly Invoices
• Our billing cycle is one week so you will never be surprised by a bill.
• Your account will be invoiced weekly. You can easily view and print off
invoices from our website by selecting the ‘Invoices’ Tab and the correct
date.

12. DETAILEDSTEPSTHROUGHTHESIGNUPPROCESS
JOIN US
Joining our Network
The signup process typically takes about 10-15 minutes.
• You will receive a link giving you access to your Record Nations Account
• Then one of our experts will walk you through the site and answer any
questions you may have.
• Call us at (303) 962-5572 to signup to receive your sales-ready referrals
today!