Referral Source Lead Intake
Referral partner leads get white-glove treatment with priority scheduling and automated thank-you to the referral source
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Referral partner leads get white-glove treatment with priority scheduling and automated thank-you to the referral source.
How It Works
1
Referral Received
Partner submits form or staff applies "referred-by" tag
2
Priority Tags
"referred-lead", "priority-intake", source name
3
VIP Pipeline
"Referred Lead" stage with priority flag
4
SMS: Priority Response
"{{referrer}} connected us. Priority consultation reserved: {{link}}"
5
Email: Warm Intro
Subject: "{{referrer}} Suggested We Connect" — Personal touch, firm credentials
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
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.