Referral Request Workflow and Emails

Created by Amber Smith, Modified on Thu, 13 Nov at 1:47 PM by Amber Smith

Tap into your happiest clients and turn them into referral engines. This automation makes it easy for them to share your name and brings in warm leads you don’t have to chase.

https://sharing.clickup.com/clip/p/t9011857312/6975be51-3773-461f-ac4c-3e88814bc7c8/6975be51-3773-461f-ac4c-3e88814bc7c8.webm?filename=screen-recording-2025-11-11-11%3A54.webm

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