Referral Thank-You & Recognition
Automatic thank-you when new client arrives via referral, with optional referral credit/gift
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Referral Thank-You & Recognition automates the entire process from trigger to completion. This simple workflow uses to deliver measurable results. Expected impact: Recognizing referrers increases repeat referral rates 40-60%. Each active referrer = 3-5 new clients/year..
How It Works
1
Referral Identified
New client has referral source
2
Find Referrer
Look up referring client
3
Thank-You SMS
'Thank you for referring {{new_client}}! We appreciate your confidence.'
4
Thank-You Email
Personal thanks + referral credit if applicable
5
Tag
'active-referrer' + count
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.