# Referral Partner Manager

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.

Works for: [Law firms](https://www.generalinput.com/templates/law-firms), [Wealth management firms](https://www.generalinput.com/templates/wealth-management-firms), [Insurance agencies](https://www.generalinput.com/templates/insurance-agencies), [Mortgage and title companies](https://www.generalinput.com/templates/mortgage-and-title-companies)

## What it handles

- 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 to bring

- Your CRM (HubSpot, Wealthbox, or similar) or a partner spreadsheet, and your email.
- Who your partners are, how you thank them, and how long an introduction can sit before a nudge.

## What it can set up for you

- **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.

## A fictional example

### You provide

Fictional, 2026-10-15: Example Realty sent 3 clients this year, the latest on 2026-09-02, never thanked. Jordan Kim CPA sent 1 client in March, no contact since. You introduced a client to Example Insurance on 2026-10-09, no reply.

### Illustrative result

# Partners, October

## Thank
- Example Realty: 3 referrals this year, the latest on 2026-09-02, not yet thanked. Note drafted.

## Reconnect
- Jordan Kim CPA: one referral in March, no contact in 7 months. Coffee invite drafted.

## Stalled introduction
- Your client to Example Insurance on 2026-10-09: no reply in 6 days. Nudge drafted on the thread.

Nothing was sent.

## How setup works

1. Add the specialist. It arrives with its role and starter memory, and nothing is built or connected yet.
2. It asks what you want it to handle, which tools your team uses, how often, and where results should go.
3. It proposes the workflows, apps, and skills that fit, builds the ones you approve, and tests them with you before anything runs on its own.

## Where its job ends

- It tracks and drafts. It never sends a note, makes an introduction, or shares a client's details with a partner.
- Referral counts come from your records. It never pays, promises, or implies a referral fee.

Use this specialist: https://www.generalinput.com/templates/specialists/referral-partner-manager