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Referral agent

Referrals rarely happen because nobody asks. This agent finds customers whose work went well, and writes a short note asking for one introduction, with a line they can forward as it is.

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Quick facts

Runs: Monthly, 1st at 11:00
Needs: Google Sheet of completed work
Access: Read, and send with your approval
Setup time: About 4 minutes
Plans: Growth and up

What it does

STEP 1

Reads your completed jobs

Read only, on the tab you choose.
STEP 2

Picks the right customers

Recent, finished well, never complained.
STEP 3

Writes the ask

Personal, with a paragraph they can forward unchanged.
STEP 4

Waits for your word

Nothing is sent until you approve it.

Runs on its own

Reading the jobs sheet
Choosing who to ask

Waits for your approval

Every referral request

You can switch any task to automatic once you trust it.

What you tell it when setting up

Question	Why it is asked
Tab with completed work (needed)	For example: Jobs
What kind of work do you want more of? (needed)	For example: Kitchen fit-outs for restaurants
Any thank-you you offer (leave blank for none)	For example: 10% off their next service