Step 2 · Found · Marketing
Referral network
Who refers you, and what it is worth.
Every workflow is custom built for you.
Referral network
4 referrers · 14 referred leads this quarter
AIAnalyst agent
14 referred leads this quarter4 won
| Referrer | Type | Referred | Won | Won value | Last referral | |
|---|---|---|---|---|---|---|
| John Doe | Client | 4 | 2 | S$41,000 | 28 Sep | |
| Erika Mustermann | Client | 3 | 1 | S$18,000 | 21 Sep | |
| Mario Rossi | Partner | 5 | 1 | S$9,000 | 2 Oct | |
| Taro Yamada | Client | 2 | 0 | — | 11 Sep |
How it works ↓
The screen
What it does
What your team and the agents do on this screen.
- 01Referrals in and outWho sent whom.
- 02Partners by tradeThe people who send you work.
- 03Thank-you queueWho is owed a thank-you.
Analytics
What it measures
Reported on the screen and in the morning brief.
- 01Referred leads and wins by referrer
- 02Value from referrals
Accurate data
How we keep it right
Every number traces back to where it came from.
- 01Captured early"I was referred by…" is picked up from the first message.
- 02ConfirmedA person confirms the referrer.