Flag active referrers due for a nurture touch
Scans referrer records for last-contact dates and referral activity on a recurring cadence, then surfaces a ranked list of relationships going cold or due for a check-in so none silently lapse.
In / outReferrer records with last-contact dates and referral log → ranked list of due-touch referrers with days-since-contact and relationship warmth signal
You might say…
“I haven't spoken to three of my best referrers in four months and I didn't notice until now — this runs the watch so relationships don't quietly die without me realising.”
What it does
Scheduled agent that scans referrer records for last-contact dates and referral activity, then surfaces a ranked list of relationships going cold or due for a check-in so none silently lapse. Runs on a recurring cadence and prompts the nurture drafting work.
Trigger: Use as a recurring background agent to surface which active referrers are due a nurture touch before the relationship cools.
Autonomy: Informs — surfaces information, takes no action.
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.
Start a conversation