Rank clients by referral readiness
Reviews the advisor's active and concluded relationships and scores each on delight, peer-fit, and timing to produce a shortlist of who is worth asking and when.
In / outActive and recent client relationships → ranked shortlist scored on delight / peer-fit / timing with recommended ask windows
You might say…
“I want to ask for referrals — but asking the wrong person at the wrong time costs goodwill I can't afford to waste.”
What it does
Reviews the advisor's active and recently concluded relationships and scores each on delight, peer-fit to the target client profile, and timing (post-win vs mid-crisis), surfacing a shortlist of who is worth asking and when. Used at the start of any deliberate referral push.
Trigger: Use at the start of any deliberate referral push to identify the highest-probability candidates.
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The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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