About the Testimonial / Referral System

Stop guessing which clients are ready to provide a testimonial or referral. Our Testimonial and Referral System integrates directly with your check-in process to automatically flag clients who have achieved three consecutive "Green" (positive) check-ins in a row. The system places a clear note on their client card, indicating the perfect opportunity for you to reach out and leverage their success.

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What You'll Gain:

• Automated Opportunity Flagging:
  Instantly identify clients who are most satisfied and achieving great results.
• Targeted Outreach:
  Only reach out to clients who are consistently "Green," guaranteeing a higher chance of a positive testimonial or referral.
• Seamless Check-in Integration:
  The system works by analyzing the answers from your existing check-in form.
• Client Card Notifications:
  A clear "New Testimonial and Referral Opportunity" note is added to the client's card for easy visibility.
• Built-in Spacing Mechanism:
  Tags are removed and reset after 112 days, preventing you from repeatedly asking the same client for a referral too soon.
• Frictionless Setup:
  Simply select your check-in form as the trigger and customize the "Green" condition to match your survey answer.
• Maximize Social Proof:
  Consistently collect fresh, high-quality testimonials to boost your marketing and sales.

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