Recruit a customer for a case study or reference
When a customer signals satisfaction, Revo drafts the case study or reference invitation in CSM voice.
The best case studies are the ones nobody asked for. Revo notices the moment to ask and drafts the invitation while gratitude is fresh.
What's in the ask
Specific reference to the outcome they shared, the case-study format, the time commitment, the value to them (visibility, network).
- 1
Detect signal
Customer phrase suggesting strong satisfaction or measurable outcome.
- 2
Pull outcomes
Concrete value delivered, metrics, customer voice.
- 3
Draft invitation
Specific, warm, with low-friction options.
Tools Revo touches for this action
Revo connects to your stack and pulls the context this action needs. Tap any tool to see the rest of what Revo runs there.
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Respond to a peer attorney asking for a referral
Revo checks your capacity, your practice fit, and your conflicts in seconds. then drafts a reply that takes the matter or makes the right hand-off.
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