Referral Agent

Automated Client Follow-Up

Feedback Collection

Ratings & Reviews Requests

Referral Requests

Testimonial Gathering

Why It Matters

4x

More referrals by posting asking immediately

70%

Higher brand trust from positive reviews

33%

Increasse in new business through testimonials

Feature Details

  • Automated Client Follow-Up
    The Referral Agent automatically connects with your past clients at the right moment, ensuring consistent outreach long after their initial engagement.

  • Feedback Collection

    The Referral Agent gathers honest client feedback through quick surveys, uncovering actionable insights that can improve your services.

  • Ratings & Reviews Requests
    By prompting satisfied clients to post ratings or reviews online, the Referral Agent boosts your reputation, making your business more discoverable and trustworthy.

  • Referral Requests
    The Referral Agent identifies happy clients and encourages them to refer friends or colleagues—multiplying your word-of-mouth marketing.

  • Testimonial Gathering
    The Referral Agent collects and organizes glowing testimonials for use on your website, social media, and marketing materials—turning your clients into your best promoters.

Frequently Asked Questions

What does the Referral Agent actually do?

The Referral Agent follows up with past clients to collect feedback, encourage online reviews, request referrals, and gather testimonials automatically—helping your business gain more visibility and new leads.

How does the Referral Agent request reviews and referrals?

Outreach is sent at ideal intervals via email or text, with personalized messages that make it easy for clients to leave reviews or refer others.

Can I customize the questions or messages the Referral Agent sends?

Yes, communication instructions can be tailored to your brand and specific ask—whether you're requesting feedback, a review, or a referral.

Does collecting feedback and testimonials really work?

Absolutely. Businesses that systematically request feedback and reviews see up to four times more referrals, and testimonials have been shown to boost customer trust and conversion rates.

How are testimonials and referrals delivered to my team?

All responses, reviews, and new referral contacts are collected, organized, and shared with you, so you can display them and quickly follow up.

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