∴ client
∴ prospect
∴ financial advisor
Digital notes turn referrals into introductions.
Sent by clients from emails, portals, and texts (plus other sources) digital notes arrive instantly in your CRM, inbox, and phone.
Clients & influencers are unsure if you want referrals, or who you prefer to help, or can’t easily explain what you do. So they don’t refer. Answer
Being referred and then introduced are different. Many referrals end without prospective clients connecting with the referred firms. Answer
Think your clients & influencers have run out of introductions? We have great news. Look at what we found.
Create and share memorable stories
with clients and influencers
Provide multiple ways for
clients to send digital notes
Receive digital notes, then connect
with, and close your newest sale
Years ago, I created a referral process for my own use and then shared it with consulting clients. It’s now the foundation of our enterprise product and the basis of this online course.
Kevin Adams, ReferralSafe Co-founder
For growing firms planning to multiply faster. And for advisor tech providers adding value to client portals.
There is no setup (it’s all done for you). And, the software plays well with others.
Amazingly, happy clients and influencers not providing referrals can represent 60% or more of your base. And that's where ReferralSafe shines.
As for the others, those regularly sending referrals don't need help. Some will never refer, and that's OK.
We'll change the way you think about referrals. Our solution helps you have authentic, relaxed conversations with clients and influencers.
Comfortably share Memorable Stories about who benefits from the help you specialize in. Then explain what to do when someone has an introduction.
It all adds up to more sales—without being salesy.
[So old school!] Al just referred Elaine to you. He loves the solutions you deliver. Great right? Al thought Elaine would call you, but Elaine thought Al would make his own introduction. And you never heard from either one. Ugh!
Faster Introductions are absolutely possible. Our solution provides modern and convenient ways for clients and influencers to let you know they have someone you should meet. Digital notes and texts from clients and influencers create instant introduction alerts sent to your CRM, inbox, and phone. Then, you spring into action.
But it doesn't end there. See who is providing referrals, how they are sharing them, and when they come in. See all of it from within ReferralSafe and your CRM.
Goodbye disconnects!