The Referral Agent logs each referral to its source, sends thank-yous and status notes, and keeps CPAs and attorneys in touch so advisors meet prospects.
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The Referral Program Agent logs every referral, thanks and rewards the member right away and gives the friend a VIP first visit, freeing your staff.
The Referral Program Agent gives each client a referral link, records who sent every new booking and reports which clients bring friends who come back.
The Referral Program Agent thanks every referring member, gives referred friends a VIP first visit and reports referral results, so staff keep coaching.
The Post-Close Follow-Up Agent sends closing gifts, anniversary notes, market updates and review requests, so agents stay with active buyers and sellers.
The Client Retention Agent sends closing surveys, asks for reviews and referrals and keeps past Clients in touch, so attorneys stay on today's Matters.
The Client Retention Agent surveys clients when a matter closes, asks for reviews and referrals and stays in touch, so attorneys can focus on open matters.