Asking for a referral doesn't need to be intrusive. When you leverage your current database & make use of the Post-Close workflow, you can see some serious results.
Why use the Post-Close/Referral Ask workflow?
Generate business from what seems like nothing.
Clients always appreciate you reaching out to them.
Subtly prompt past clients to think of others who might benefit from your service & leverage positive experiences.
Organic Referrals
Over the course of 90 days, the client will get 5 emails. These campaigns create organic opportunities for business without hard-selling, paying for marketing, & making everything feel natural & well timed.
FAQ
When does this automation begin?
After selecting which clients you want in the workflow, they begin the workflow at that time.
How can I ensure follow up emails don't seem repetitive or automated?
The emails are written in a way to make them seem natural. For further customization, check out 'How To Access Workflows' & find the workflow you want to edit. From there, find the steps you wish to customize.
How do I track which clients I've already asked for referrals?
If you have a specific client in mind, you will need to navigate to that contact & find the automations dropdown on the left side of their profile. After selecting 'Automations' you will see current & past workflows for that contact.