Financial Services · Advisory

Client Referral Program Activation

Turn satisfied advisory clients into a referral source.

Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

How it works

  1. Identifies clients with high tenure and satisfaction via the CRM and introduces the topic of referrals naturally, via voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk).
  2. Asks if they know anyone who might benefit from a conversation with the adviser, rather than a generic "refer a friend" campaign.
  3. Coordinates the warm introduction between client, referral and adviser, logged to the CRM.
  4. Thanks the referring client regardless of outcome.

Data sources

CRM client tenure/satisfaction data

What it targets

  • Eligible clients asked about referrals Target 80%
  • Referral-to-discovery-call conversion Target 35%