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Referral Intake & Incentive Tracking Automation

Buyer Thought

"Referrals drive our business, but we don't actually manage them."

Applies To

Recruiting, Real Estate, Accounting, Law, Education

Pilot Scope

Referral capture → source attribution → automated follow-up → incentive tracking → payout confirmation

Pricing

  • One-time: $2,000–$4,000
  • Monthly: $300–$600

Why This Workflow Matters

Referrals remain the highest-converting acquisition channel across recruiting, real estate, professional services, and education, yet most firms manage them informally through texts and emails. By automating referral capture, attribution, follow-up, and incentive fulfillment, organizations typically see a 20–30% increase in referral-driven revenue with materially lower acquisition costs than paid channels. The AI agent is built to ingest referrals from multiple sources, immediately engage the referred lead, track outcomes, and trigger incentives—turning goodwill into a scalable growth loop.

Pain Points

  • Referrals arrive via text or email

  • No consistent follow-up

  • Lost attribution

  • Forgotten incentives

  • No visibility into referral performance

Problems Solved

  • Centralized referral intake

  • Immediate response to referred leads

  • Automated incentive tracking

  • Clear ROI visibility

Quantified ROI

  • 20–30% increase in referral-driven revenue, 30–50% lower CAC compared to paid channels, faster close rates vs cold leads

Key Performance Indicators

  • CEO: Revenue from referrals, CAC
  • Operator: Referral follow-ups, incentive payouts

Ready to implement this workflow?

Start with a 2-week pilot. See measurable results. Scale when you're ready.

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