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Streamlining Client Referrals with Business Cards: A Guide by Alex from Referable

Alex from Referable shares an innovative approach to streamline client referrals for Voyage using automated business cards. By integrating a step-by-step workflow through the Client OS platform, new clients book appointments, receive confirmation texts and emails, and get unique business cards with advisor details and referral options. Alex provides a detailed explanation of setting up this automated process using webhooks and APIs, and offers support via demos for those interested in optimizing their referral systems.

00:00 Introduction and Purpose
00:14 Booking an Appointment
00:37 Automated Workflow Setup
01:03 Sending Business Card via SMS
01:29 Using Web Hooks and APIs
02:42 Client Experience and Referral Process
03:02 Live Demonstration
04:13 Referral Promotion and Final Thoughts
05:48 Manual and Programmatic Implementation
06:05 Q&A and Demo Sessions