Draft a relevant periodic check-in touch
Writes a tailored check-in for an already-active referrer — sharing relevant intel, a content piece, or a reciprocal lead — keeping the relationship visible and mutual between referral events.
In / outActive referrer profile, relationship history, available intel or content → tailored check-in message (intel share, content share, or reciprocal gesture)
You might say…
“I only contact my best referrers when I need something or when they send me someone — this drafts the in-between touch that keeps the relationship warm without a transaction attached.”
What it does
Writes a tailored check-in for an already-active referrer — sharing relevant intel, a content piece, or a reciprocal lead — keeping the relationship visible and mutual between referral events. Used when it's time to re-touch a warm referrer without a specific trigger.
Trigger: Use when it is time to re-touch a warm referrer and there is no specific event or referral to respond to.
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