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Your best referrals come from a handful of attorneys, accountants, and other centers of influence — and the right moment to strengthen those relationships is when something changes for them. Have Amy watch your COIs and referral partners and alert you when one moves firms, gets promoted, or makes news, so you reach out with a reason instead of out of the blue.

Copy and send to Amy

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What you get back

  • Weekly alerts when a COI or referral partner moves, is promoted, or makes news
  • The person, what changed, and where they landed
  • A suggested reason to reach out so the touchpoint feels natural

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Required integrations

CRM

Chat

Tag your top referrers in your CRM and ask Amy to prioritize them, so the partners who actually send you clients never slip through the cracks.