Referral Tracker
Know who sends you business — and thank them
Tracks where every new client comes from, maintains referral source relationship scores, generates thank-you reminders, and produces ROI reports showing which referral sources are actually driving revenue.
INGREDIENTS
PROMPT
Create a skill called "Referral Tracker" for a lawyer. When I log a new client intake, record the referral source (who referred them, or how they found me — Google, website, bar referral, specific person, etc.). Maintain a referral source database with: name, contact info, total referrals sent, dates of each referral, matters opened from their referrals, and revenue generated. Assign a relationship score based on referral frequency and recency. Send me reminders to: (1) Thank referral sources within 48 hours of receiving a referral. (2) Check in with top referral sources every quarter. (3) Send reciprocal referrals when appropriate. Generate a monthly ROI report showing: top referral sources, referral-to-client conversion rate, and revenue per referral source. Draft thank-you emails I can review and send.
How It Works
Most lawyers have no idea which referral sources are driving their best
business. This skill tracks every referral, maintains the relationship,
and shows you where to focus your business development efforts.
What You Get
- Referral source tracking from client intake data
- Relationship score based on referral frequency and case quality
- Automatic thank-you email reminders (and draft emails)
- Reciprocal referral tracking — who you've referred to
- ROI reporting: referrals received, cases opened, revenue generated per source
- Periodic check-in reminders for top referral sources
- Annual referral summary for your business planning
Setup Steps
- Start logging referral sources at intake
- Import historical data if available
- Configure thank-you and check-in reminder schedules
- Review the ROI dashboard monthly
Tips
- A thank-you within 48 hours of receiving a referral is the #1 predictor of future referrals
- The ROI report often reveals that 80% of referrals come from 20% of sources — focus your energy there
- Reciprocal referrals strengthen relationships — track what you send out too
- Use the annual summary for your business plan and marketing budget decisions