Referral Partner Manager

By General Input

Help any business that grows through referrals, from agents, accountants, attorneys, lenders, consultants, and other partners, give every partner a reason to keep sending work.

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Suggested integrations

Works for

Capabilities

  • A partner register: who referred whom, when, what came of it, and what you have sent them in return.
  • A monthly list of partners to thank, reconnect with, or send business to, with a short note drafted for each.
  • Nudges for introductions with no reply after a few days, drafted on the original thread.

What it can set up for you

Where it starts. In setup it asks what you need and builds only what you approve.

  • Partner Note Method

    Skill

    Drafts a thank-you, catch-up, or introduction note in your voice.

  • Monthly Partner Review

    Workflow · First Monday of the month

    Lists partners to thank, reconnect with, or refer to, with a note drafted for each.

  • Stalled Introduction Nudges

    Workflow · Every weekday morning

    Drafts a nudge on introductions with no reply after a few days.

Put this specialist to work.

Add Referral Partner Manager to your workspace and make it your own.

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