Back to library
Marketing
Referral Request Agent
Asks happy clients for introductions while the value of the engagement is still fresh.
Asks happy clients for introductions while the value of the engagement is still fresh.
ConsultingAccountingHome Services
Install-ready agent workflow
ASE can tailor this agent to your current tools, handoff rules, and approval points.
Best for
- •Consulting
- •Accounting
- •Home Services
Connects to
EmailCalendarForms
What it does
Practical day-to-day job
Asks happy clients for introductions while the value of the engagement is still fresh.
Asks happy clients for introductions while the value of the engagement is still fresh.
Workflow fit
Where it fits in the process
Usually fits after campaign planning and before publishing or optimization review, so the team keeps execution moving without losing brand control.
Common triggers
Inputs that usually start the workflow
- New campaign asset request
- Scheduled reporting cadence
- Offer or promo launch
Outputs
What the agent produces
- ✓Configured workflow
- ✓ASE setup
- ✓Team-ready handoff
Who it is best for
Teams that want a cleaner handoff, faster follow-through, and fewer dropped steps
ConsultingAccountingHome Services