Skip to main content
Centers of influence — the accountants, attorneys, and bankers who send you clients — are your best growth channel, but the relationships go stale without a system. Amy builds a referral tracker that maps each COI, the clients they’ve referred, and their current role, so you know who to nurture and where the next introduction could come from.

Copy and send to Amy

What you get back

  • A spreadsheet mapping each COI to the referrals they’ve sent you
  • Current role, firm, and recent job-change signals enriched per contact
  • Quiet relationships flagged and ranked by referral volume and value

Required integrations

CRM

Spreadsheet

Ask Amy to draft a short check-in note for each top COI you’ve fallen out of touch with, so the reconnect is one click away.