The ask your client gets, and the intro their friend opens.
Two pages. The first goes to your client after the appointment, in a text from you. The second is built when they name someone, and it goes nowhere until you approve it. Try the first one below.
The referral ask page
Who do you care about?
You just got your coverage sorted. Most people put this off until something goes wrong. If there is someone you care about who keeps putting it off, I would love to help them the way I helped you.
Their contact info is used for this intro only.
Know someone else?
Demo Sample link. Nothing was copied.Their first name, one field for a phone or email, and whether you can mention them. On a phone it fits without scrolling.
One for a client who bought, one for a prospect who did not. Someone who passed can still know a person who needs you.
If the intro waits for your approval, it says you will look it over and reach out shortly. If you let named intros go straight through, it says you will reach out today.
Some clients would rather hand a friend your details than hand you a friend’s. The intro link is right there for them to text.
The warm intro page
Explore your options
Hi Marcus, I am Jordan Miller. I recently helped Terrance sort out his coverage, and he mentioned you might want a second set of eyes on yours.
No pressure and no hour long pitch. Just a clear look at your options, so you know exactly where you stand.
Your info stays between us. Nothing gets shared.
Prefer to talk first? Call or text me: (313) 555-0184
One button. No hour of reading, no form, nothing competing with it.
If your client turns off the mention, the page says a friend sent them, and their name appears nowhere the friend can see: not the page, not the message, not the page title, not the link preview. Turn it off in Sample 1 and send, then look here.
You get an alert when a name comes in. Approve it, then text the link from your own phone with a message written for you.