- AI-Agent
- Ready to Run
Send Referral Follow-Ups
Follow up with referred leads in their introduction threads
Use this Agent instantly or customize it - no programming needed
- referred leadsreferred leads
Your lead list identifies each referral, assigned rep, introduction date, thread, and follow-up status.
- introduction threadsintroduction threads
Your introduction thread shows who wrote each message and what the lead needs.
- follow-up timingfollow-up timing
Your chosen wait in business days determines when the one allowed follow-up comes due.
- follow-up stylefollow-up style
Your approved style and next step shape the note to each lead.
- check datecheck date
Your weekday check supplies today's local date for deciding which introductions are due.
Your referred lead tracker keeps each referral's owner, introduction date, and follow-up status.
Your referral inbox holds introduction threads and sends follow-ups and rep notices.
- lead statuslead status
Your tracker shows sent notes, new replies, review needs, and failed send attempts.
- rep noticerep notice
Your rep gets an email when the lead replies or a reply needs a human check.
- lead statuslead status
Your tracker shows sent notes, new replies, review needs, and failed send attempts.
- rep noticerep notice
Your rep gets an email when the lead replies or a reply needs a human check.
- lead statuslead status
Your tracker shows sent notes, new replies, review needs, and failed send attempts.
- follow-up emailfollow-up email
Your lead gets one note in the introduction thread when they have not replied.
- lead statuslead status
Your tracker shows sent notes, new replies, review needs, and failed send attempts.
This Agent checks due introductions each weekday at your chosen time. It reads each thread and sends a relevant note when the lead has not replied. Your tracker updates, and the assigned rep gets a reply notice.
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GmailUsed as:
- Referral inbox
Gmail holds introduction threads and sends follow-ups and rep notices.
Microsoft OutlookUsed as:
- Referral inbox
Microsoft Outlook holds introduction threads and sends follow-ups and rep notices.
monday.comUsed as:
- Referred lead tracker
monday.com keeps each referral's owner, introduction date, and follow-up status.
ZoomUsed as:
- Referral inbox
Zoom holds introduction threads and sends follow-ups and rep notices.
- Referred lead tracker
Zoom keeps each referral's owner, introduction date, and follow-up status.
Microsoft Office 365Used as:
- Referral inbox
Microsoft Office 365 holds introduction threads and sends follow-ups and rep notices.
Zoho MailUsed as:
- Referral inbox
Zoho Mail holds introduction threads and sends follow-ups and rep notices.
Made for your industry
Send Referral Follow-Ups is made for businesses in these industries.
- IT Services
Follow up with referred companies about the IT help they need.
Show all Agents for the IT Services industry - Consulting
Follow up on referred client needs before introductions go cold.
Show all Agents for the Consulting industry - Financial Services
Follow up with referred prospects about their financial needs.
Show all Agents for the Financial Services industry - Real Estate
Follow up with referred buyers and sellers in their introduction threads.
Show all Agents for the Real Estate industry - Insurance
Follow up with referred prospects about the coverage they need.
Show all Agents for the Insurance industry - Home Services
Follow up with referred homeowners about the work they need.
Show all Agents for the Home Services industry
Made for your role
Send Referral Follow-Ups is made for people in these roles.
- Account Executive
Send a relevant note when a referred prospect has not replied.
Show all Agents for the Account Executive role - Sales Development Representative
Send one timely follow-up on unanswered referred leads.
Show all Agents for the Sales Development Representative role - Sales Representative
Follow up on warm introductions and flag new prospect replies.
Show all Agents for the Sales Representative role - Business Development Manager
Keep referral introductions moving toward a first conversation.
Show all Agents for the Business Development Manager role - Sales Coordinator
Track referral follow-ups and surface replies for the assigned rep.
Show all Agents for the Sales Coordinator role - Real Estate Agent
Follow up with introduced buyers and sellers before they go quiet.
Show all Agents for the Real Estate Agent role - Insurance Agent
Follow up on coverage introductions and flag prospect replies.
Show all Agents for the Insurance Agent role - Financial Advisor
Follow up with referred prospects about the need they shared.
Show all Agents for the Financial Advisor role
Made for your department
Send Referral Follow-Ups is made for people in these departments.
- Sales
Follow up on referred leads and alert reps when a prospect replies.
Show all Agents for the Sales department
How Send Referral Follow-Ups works
5 steps, in order, on every run.
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Find Introductions DueRead leads marked Waiting or Follow-up sent in your tracker. Compare introduction dates with the business-day wait you chose.
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Check the Email ThreadRead the introduction and later messages. Identify the lead's need and whether the lead replied or the rep already followed up.
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Send a Relevant Follow-UpSend a short note in the introduction thread when the wait has passed and the lead has not replied. Offer the next step you chose.
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Update the Lead TrackerRecord the send date and message ID after sending. Mark lead replies as Conversation started and unclear introductions as Needs review.
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Notify the Assigned RepEmail the assigned rep when the lead replies. Include a brief account of the reply and a link to the conversation.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or monday.com.
6 tools
- Keep one referred lead row per introduction with the lead's name and email, the assigned rep's email, the introduction date, and its email thread link or ID.
- Choose how many business days to wait after the introduction, the weekday check time, and the maximum of one automatic follow-up per introduction.
- Approve a short follow-up style and a simple next step, such as asking whether the lead wants to talk; use the shared referral inbox for introductions and replies.
- Set the lead tracker statuses to Waiting, Follow-up sent, Conversation started, and Needs review.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Referral Follow-Ups:
You choose the weekday check time and business-day wait. Your lead gets a note after that wait if they have not replied.
No. You set a limit of one automatic follow-up per introduction. If the lead replies or your rep already followed up, the Agent skips another note.
Your rep sees Needs review and the missing detail in the tracker. The Agent holds the follow-up when the lead, thread, or stated need is unclear.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.