Referral Partner
Finds who refers business to you, keeps those relationships warm with timely check-ins, tracks every referral and the revenue it drives, and reminds you to thank the people who send you customers.
About this AI employee
Your best customers are already selling for you. Stop letting them go unthanked.
Referrals are the highest-trust, fastest-closing, lowest-cost leads any business gets — and almost nobody tends the relationships that create them. The people sending you business get forgotten between deals. Champions go quiet and you never notice until they've stopped. Ask most owners to name their top five referral sources and they can't.
This worker turns word-of-mouth from a happy accident into a managed channel. It reads your CRM to find who's quietly sending you business, classifies them from one-time helpers to repeat champions, and keeps a clean ledger of every referral and the revenue it drove — so you finally know which relationships actually move the needle.
Then it keeps those relationships warm. Personal, non-salesy check-ins on a cadence you set, never two in the same window, always framed as a human catching up rather than a campaign. And the moment a referred deal closes, it nudges you to thank the person who sent it — with a specific, genuine note already drafted, naming the referral and the win.
It's disciplined where it counts: drafts wait for your approval by default, opt-outs and dormancy flags are respected, and it never manufactures a reason to reach out. Tend the garden and referrals compound. Ignore it and they wither. This is the worker that tends it.
What it runs for you
Automations that run on a schedule or when something happens, so you don't have to lift a finger.