Referral Network
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Growth engine

Referral Network

Legacy IT is 100% referral-based. Every referrer is a compounding asset — automated outreach makes sure none of them go cold.

Total referrers
8
5 high-trust
Referrals this quarter
11
23 all-time
Revenue attributed
$123,600
Lifetime value from referrals
Touchpoints this week
3
Queued automatically

Referrer Leaderboard

Ranked by Q2 activity · ties broken by LTV
  • 1
    David Rivera
    Rivera & Associates CPAs
    $48,600
    LTV
    3this Q7all-time6d ago
    94
  • 2
    Rachel Whitaker
    Clermont Family Law
    $24,200
    LTV
    2this Q4all-time12d ago
    88
  • 3
    Dr. Ana Martinez
    Orlando Medical Group
    $19,800
    LTV
    2this Q3all-time21d ago
    72
  • 4
    Dana Kowalski
    Winter Park Accounting
    $11,400
    LTV
    1this Q2all-time35d ago
    90
  • 5
    Derrick Howell
    Sunshine State Roofing
    $7,600
    LTV
    1this Q2all-time18d ago
    82
  • 6
    Luis Herrera
    Ocala Industrial Supply
    $5,200
    LTV
    1this Q2all-time45d ago
    78
  • 7
    Anna Chen
    Chen Insurance Advisors
    $4,400
    LTV
    1this Q2all-time28d ago
    85
  • 8
    Greer Andrews
    Mount Dora Real Estate Partners
    $2,400
    LTV
    0this Q1all-time55d ago
    70
🤖 AI

Automated Outreach Queue

Next 30 days
  1. GA
    Greer Andrews
    Touch overdue — schedule for this week.
    in 2dLast: 55d ago
  2. DR
    David Rivera
    Top-of-funnel VIP. Handwritten card every 90 days. Golf invite in May.
    in 3dLast: 6d ago
  3. LH
    Luis Herrera
    Touch due — 45 days since last thank-you.
    in 5dLast: 45d ago
  4. DA
    Dr. Ana Martinez
    Currently on a live incident — hold outreach until email issue resolves.
    in 9dLast: 21d ago
  5. DH
    Derrick Howell
    Refers trades — roofers, HVAC, plumbers.
    in 12dLast: 18d ago
  6. RW
    Rachel Whitaker
    Refers fellow Lake County law firms. Thank-you gift Q4.
    in 18dLast: 12d ago
The system handles scheduling, tone, and logging. Sean or Mike approves sends.