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?"
This automation is included with your Intellivizz AI subscription.
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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