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How It Works
Small Business Owners
Refer Me Quiz
Free Marketing Plan
Proven 5-Step Formula
Getting and Converting Referrals in the Virtual World
How To Talk To Clients
Setup Process Tutorials
Why Attorneys Struggle with Referrals
Why Should Financial Advisors
Automate The Referral Process?
Why Does This matter?
Your time is highly valuable – spend it creating value for your clients, not chasing leads – especially during these times of uncertainty.
Your clients trust you with their money. They will refer you – if you ask. Most don’t ask consistently.
Let our system do the asking – in ways that they prefer, professionally and using technology to make it easier.
Get leverage to grow your practice.
Referrals drive all 3 growth drivers at the same time (Activity, Conversion, Case Size) saving you time and money.
Automating systems that produce results is key to building practice valuation.
With 400% higher conversion – why wouldn’t you automate your referral process?
But Don't Take Our Word For It...
See what our users say about the industry's best referral intelligence system.
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