Assess referral readiness and timing
Judges whether a client is satisfied enough and the timing right to make a referral ask, weighing recent satisfaction signals, engagement stage, and relationship warmth.
In / outClient satisfaction signals + engagement stage + relationship history → referral-readiness verdict with rationale
You might say…
“Asking too early after a rough patch torched a relationship I'd built for two years — this step exists so I never make that mistake again.”
What it does
Judges whether a client is satisfied enough and the moment right to make a referral ask, weighing recent satisfaction signals, engagement stage, and relationship warmth. Used before any ask to avoid burning goodwill on a premature request.
Trigger: Use before any referral ask to decide whether the moment is right and avoid burning goodwill on a premature request.
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