Referral Follow-up Agent
Logs every referral, sends the right thank-you communication and tracks whether it converts — continuously, in your systems, in your tone.
Referral Follow-up Agent
Logs every referral, sends the right thank-you communication and tracks whether it converts — referral channel managed, not ignored.
Growth & CRM
The problem
What this agent takes off your plate
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.
- Logs every referral
- sends the right thank-you communication and tracks whether it converts
- referral channel managed
- Referrals handled automatically against your rules
How it works
From trigger to send
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.
Why this agent
Logs every referral, sends the right thank-you communication and tracks whether it converts — referral channel managed, not ignored.
Outcomes
- Referral Follow-up runs without manual handoffs
- undefined spends less time on repeat work
- Consistent output every time — not when someone gets to it
- Full trace in your existing systems
Connects to
Writes back
Turn tangled operations into clean, owned automation.
187N reads your tickets, orders and brand rules — then runs the work across every department and writes back to the tools you already use. Your team keeps the exceptions; the agents take the rest.
