Referral Follow-up Agent
Logs every referral, sends the right thank-you communication and tracks whether it converts — referral channel managed, not ignored.
A workflow template for a scoped build. Integrations, permissions and outcomes are confirmed with your team; this page is not a claim of an already deployed client system.
The work it handles
Logs every referral, sends the right thank-you communication and tracks whether it converts — continuously, in your systems, in your tone.
In your operation, logs every referral, sends the right thank-you communication and tracks whether it converts — referral channel managed, not ignored — but doing it manually does not scale. Referral Follow-up is the kind of work that piles up when nobody has dedicated time for it. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.
How it works
Referral Follow-up connects to Referrals, Business Dev, HubSpot and your growth & crm stack. It reads your rules, brand voice and live data — then logs every referral, sends the right thank-you communication and tracks whether it converts — referral channel managed, not ignored. Exceptions land with your team; everything else runs without another dashboard to check.
- Trigger identified — Referrals · segment matched
- Personalise content — Business Dev · on-brand copy
- Timing & compliance — Send window · consent checked
- Send & track — ESP · opens · conversions
What it can deliver
- Referrals
- Business Dev
- Sent campaigns
- Segment updates
Potential integrations
Referrals · Business Dev · HubSpot · Salesforce · Slack · LinkedIn
Access and support are confirmed during scoping. Consequential actions follow the agreed approval rules.
Ownership and operation
Enterprise builds include the agreed code and documentation in your environment. Your team can operate the system, or scope ongoing 187N support.
Review security and data flows ↗Related workflows
Your next operating asset