Thank and update the partner who referred a client after deal close
Revo finds the referral source, drafts a warm thank-you, and keeps them looped at engagement and major milestones.
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Most firms lose track of who sent which client. The partner who refers and never hears back stops referring. Revo keeps those relationships warm.
How Revo finds the source
Cross-references the new deal against your CRM and 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 deal against your CRM and prior referral emails to identify who sent the client.
- 2
Draft the thank-you
Warm, specific, in your voice. references how the referrer described the client and why it was a fit.
- 3
Schedule milestone updates
Sets the cadence at engagement, kickoff, mid-project, completion. nothing burned, no privilege risk.
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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Related actions
More tasks Revo can take off your plate.
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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.
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.
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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