Client Referral Program Campaign
Structured referral program with unique tracking links and automated follow-up for referred prospects
What This Automation Does
How It Works
Campaign
After positive NPS or quarterly schedule
Referral Ask
Personal ask, unique link, program details
SMS
'Know anyone who needs accounting? {{referral_link}}'
Referral Page
'Referred by {{name}}' — trust signals, booking form
Submitted?
Track clicks and submissions
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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