Send personalized welcome email to incoming referral leads

Your referral emails sit unlabeled and unreplied, so prospects get no confirmation or booking context. You receive a personalized welcome and contact check within minutes so advisors can start outreach.

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Overview

Referral emails are time-sensitive — prospects expect quick acknowledgment and clear next steps or booking opportunities. This flow parses partner referrals and sends a friendly, personalized welcome within minutes so advisors can begin outreach and convert interest the same day.