Send referral intro and intake request to new contacts
Send referral intro and intake request to new contacts
Your partner introductions sit in the inbox unacknowledged, stalling customer bookings. This sends a personalized intro and intake link so prospects are qualified and scheduled same day.
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Overview
Partner introductions are high-value and immediate—letting them sit in an inbox wastes bookings. This flow guarantees each partner referral gets a prompt, personalized intro and intake link so leads are qualified and scheduled the same day.