Client Nurturing: Seasonal Check-In & Referral Messages

Learn how our Seasonal Check-In & Referral Messages campaign harnesses your contact list to get you more solid leads.

Getting referrals from your current clients is an excellent way to gather high-quality leads. But we understand that directly asking for referrals can sometimes feel uncomfortable.

That's where our Seasonal Check-In & Referral Messages campaign comes in! We'll handle all the communications seamlessly, with seasonal check-ins for clients while gently requesting referrals. So you can relax and watch the leads roll in effortlessly!

Activate the Campaign

To activate this campaign, navigate to Automated Marketing in the navigation pane on the left side of your dashboard:

Here, you can locate the Referral Sequence campaign and toggle the campaign on:

Configure the Audience

Like our other campaigns, it's up to you to decide which of your contacts receives this campaign. By default, all of your contacts will be in your audience. If you'd like to adjust your campaign audience, click here to learn more.

Campaign Notifications

You will receive a notification email the day before this campaign is scheduled to send to your contacts. That email will contain a preview of the message that your contacts will see. Click here for more information on setting up these campaign notifications.

When will the Seasonal Check-In & Referral Messages campaign be sent out?

Send Cadence

The Seasonal Check-In & Referral Messages campaign sends an email once a quarter to your contacts. 

These emails are scheduled to be sent during the following months:

• January
• May
• July 
• December

Follow-Up

Once the form on your landing page is completed, we'll send you an email to let you know you've got a new referral. We'll let you know who referred them and how you can contact them. 

To see who has been referred to you and who has been kind enough to offer these referrals, you can navigate to Website >> Referrals: 

We'll also keep this information in the "Source" column on your Contacts page: