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
Delegate
Build a referral and COI tracker
Map your centers of influence and the referrals they’ve sent into an enriched, prioritized tracker for relationship outreach.
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.