Referral request assistant
Systematically asks happy customers to refer you on, instead of hoping it happens.
What it's worth
2–4 extra jobs/quarter
Who it's for
Any trade relying on word of mouth who's never actually asked for it directly.
DIY: how to set this up yourself
A high-level path to a basic version you can build in Claude on your own.
- Decide the trigger moment, for example job complete, invoice paid or a good review left.
- Ask Claude to draft a short, genuine referral request message for that moment.
- Offer a simple incentive if that suits your business, like a discount or small thank-you.
- Set it to go out automatically a few days after the trigger.
- Keep a simple log of who's referred you so you can say thanks.
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