Build a steady stream of warm introductions by automatically asking happy clients for referrals at the ideal time. This workflow helps agents turn satisfaction into a reliable lead source.
What's Included
- Timed referral asks: Requests sent after closings and positive milestones.
- AI personalization: An agent crafts natural, non-pushy referral messages.
- Referral tracking: Logs who each client sends your way.
- Thank-you automation: Gratitude notes sent for every introduction.
How To Use
- Import your client list and key dates into Taskade.
- Choose the moments to send referral requests.
- Let AI agents personalize each ask and thank-you.
- Track incoming referrals in your pipeline.
Explore pre-built agents and more real estate automations to grow your business through happy clients.