Thank and update the CPA or attorney who referred the client
Revo finds the referral source, drafts a warm thank-you, and keeps them looped at engagement and tax-season completion.
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Most firms lose track of who sent which client. The CPA who refers and never hears back stops referring. Revo keeps those relationships warm.
How Revo finds the source
Cross-references the new engagement against your CRM and the partner's prior referral threads. asks if the source isn't obvious instead of guessing.
What goes back to the source
A warm, specific thank-you. and at major milestones, a privilege-safe update so the referrer knows their client is in good hands.
- 1
Find the source
Revo cross-references the new engagement against your CRM and prior referral emails to identify who sent the client.
- 2
Draft the thank-you
Warm, specific, in the partner's voice. references how the referrer described the client and why it was a fit.
- 3
Schedule milestone updates
Sets the cadence at engagement, tax-season completion, big advisory milestones. nothing burned, no privilege risk.
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Related actions
More tasks Revo can take off your plate.
Draft a proactive renewal conversation
Pull usage trends, support volume, and prior QBR notes, then draft the warm renewal opener that anticipates the customer's questions.
Draft the follow-up after a discovery call
Recap the call, restate the prospect's priorities, attach the right collateral, and propose the next step. minutes after the call ends.
Schedule a candidate interview across the panel, end to end
Revo finds slots that work for the candidate and the interviewers, sends the invite, and drafts the prep packet.
Respond to a scope or price question on an existing proposal
Revo opens the original proposal, reads the question, and drafts the answer with the right scope language and the right price tied to it.
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.
Respond to a customer renewal question
Revo pulls the contract, usage, and pricing context, then drafts a clear answer that protects the renewal.
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