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Referrals: Automate Growth

Use this 90-day workflow to gently prompt referrals from past clients and warm contacts. It’s automated, authentic, and built to keep you top of mind without ever feeling salesy.

✅ How to Use this Workflow

  1. Find the Workflow
     Go to Marketing > Workflows and search "Database Referral Outreach."

  2. Add Contacts to the Workflow
     Go to Contacts > Select Contacts > Add to Workflow
     Choose "Database Referral Outreach"

✨ Workflow Name: Database Referral Outreach

This workflow sends 5 prewritten emails over 90 days, helping you stay in touch while encouraging referrals in a low-pressure way.

Why it works:

✅ Keeps you visible with past clients—no extra effort needed

✅ Builds loyalty through warm, friendly check-ins

✅ Inspires referrals by staying relevant and easy to recommend

❓ FAQs:

When does this automation begin?
 🔹 Starts automatically when you add the tag referral-request to a contact.

When does it stop?
 🔹 Ends when the client replies or you stop it manually