A system that turns satisfied clients and a dormant contact list into a steady flow of warm introductions. Describe your network and a Taskade Genesis app builds the engine: who could introduce you to whom, the moment to ask, the ask itself written for each relationship, and a tracker so nothing is asked twice or forgotten once.
The Sales Pipeline Workflow app is a live Taskade Genesis build embedded on this page, structured as a working staged pipeline with owners and next steps. Use it here, then click "Use this app" to clone it in about ten seconds and describe your own network so the stages become your referral asks and warm intros.
Most consultants get most of their work through referral and almost none of them run it as a process. The result is a good month after a good project and silence six weeks later. Making the ask systematic, well-timed, and easy to say yes to changes the shape of a year. Workspace DNA does the remembering. Memory holds every relationship, what you did for them, and when you last asked. Intelligence, backed by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, identifies who is best placed to introduce you where and drafts an ask that is specific enough to act on. Execution schedules the ask at the right moment and follows up once.
The engine renders in whichever layout you need:
- Board view for moving each referral from identified to asked to introduced to converted
- Table view for the network grid with relationship strength and last contact
- Calendar view for scheduled asks and the follow-up window
- Mind Map view for seeing how your network connects to the markets you want
- Plus the rest of the 7 project views
Automations make the timing right. Connect Taskade automations so a completed engagement with a strong outcome schedules the referral ask a fortnight later, and any warm contact with no interaction in six months surfaces for a genuine catch-up rather than a cold ask. With 100+ bidirectional integrations, Gmail and Google Calendar pull relationship signals in while Gmail and Slack push the prompts out.
The AI agents inside the app carry 34 built-in tools including web search, persistent memory, file analysis, custom slash commands, and multi-agent collaboration. Ask the agent to draft the forwardable paragraph, the one your contact can paste into an email to their colleague without editing, and your referral rate changes immediately.
Clone it, keep your network private to your team, and the relationship map is yours. It is also the asset that makes a quiet quarter survivable.
Build your own engine in Taskade Genesis, see live outreach apps in the Community Gallery, or learn scheduled runs in Learn. Time the ask using Track Client Health and Renewal Signals, and support it with proof from Write a Case Study From a Finished Engagement.
Frequently Asked Questions
When is the right moment to ask for a referral?
Shortly after a visible win, while the result is fresh and the relationship is warm, which usually means one to three weeks after a milestone rather than at the end of the engagement. The app schedules it from the delivery record so the moment does not pass unnoticed.
How do I ask without it feeling transactional?
Be specific and make it easy. A vague request to keep you in mind produces nothing. Naming the kind of problem you solve and the kind of person you would like to meet, in a short forwardable paragraph, gives your contact something they can act on in thirty seconds.
What if a client says yes and nothing happens?
Follow up once, gently, and then let it go. The tracker records the outcome so you neither nag nor forget, and a contact who did not follow through this time is often willing later. Recording it prevents the awkward second ask three weeks apart.
Should I offer a referral fee?
It depends on your market and it is not necessary in most professional services, where reputation is the currency. What matters more is making the introducer look good, which means responding fast and treating their contact well whether or not it becomes work.
Can it work my dormant network as well as clients?
Yes, and that is often the bigger pool. Former colleagues, past clients from years ago, and people you met once at a conference all sit in the same map, and the app surfaces the ones you have not spoken to in months for a genuine reconnection rather than a pitch.
How do I keep track of who introduced whom?
Every referral record links the introducer, the target, the date, and the outcome, so you can see which relationships actually generate work. That is also how you know who deserves a thank you that is more than an email.
Does this replace outbound business development?
It usually reduces the need for it. Warm introductions convert far better than cold outreach in consulting, so running referral as a process first, and outbound second, is the more efficient order. Run a Business Development Pipeline for New Consulting Work handles what comes after the introduction.
How many people should I ask in a given month?
A small number, well chosen, on a steady rhythm. Two or three considered asks a month sustained across a year produces far more than a burst of twenty when work goes quiet, and it avoids the pattern where your network only hears from you when you need something. The app spreads asks across your relationships and records the last one, so nobody gets approached twice in a quarter and the steady cadence never depends on you remembering.
