Rank clients by referral readiness

Packaged know-how that tells an agent how to do a job well.

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 concluded relationships and scores each on delight, peer-fit, and timing to produce a shortlist of who is worth asking and when.

Trigger: Use at the start of any deliberate referral push to identify the highest-probability candidates.

I/O: Active and recent client relationships → ranked shortlist scored on delight / peer-fit / timing with recommended ask windows

Recognise the problem?

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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