Referral Partner Campaign
Automated outreach to attorneys, financial advisors, mortgage brokers, and business bankers activates a referral network that sends a steady stream of qualified accounting clients.
What This Automation Does
How It Works
New Referral Partner Added to CRM
Attorney, advisor, banker, or broker tagged as referral partner — outreach sequence begins
Introduction Email
"Hi {{name}}, I work with business owners in {{area}} on their accounting and tax needs. Many of your clients likely need accounting support — happy to be a resource and reciprocate referrals."
Wait 5 Days
Allow time for response
SMS Follow-Up
"Hi {{name}}, sent you a quick note about referral partnership. Happy to meet for coffee — are you available this week?"
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
All automated SMS to referral partners requires prior express consent. CAN-SPAM compliance required for all email outreach.
Canadian Anti-Spam Legislation requires express or implied consent before sending commercial electronic messages. Include sender identification and unsubscribe mechanism in all communications.
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