Playbooks / Real Estate / Pipeline + Past Clients
Referral Program
Drafts referral asks at high-warmth moments: after a smooth closing, a saved deal, or a glowing review. Include the thank-you flow when a referral lands.
How to run it
Open Real Estate > Pipeline + Past Clients > Referral Program in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Referral Program workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Draft referral asks at high-warmth moments: after a smooth closing, a saved deal, or a glowing review. Include the thank-you flow when a referral lands. Approval before send.
Put this workflow to work.
The Real Estate agent ships with this one installed. Open the demo and ask it to run the Referral Program workflow on something of yours.