Use cases / Retention

Referral Request Timing Agent

In short: Referrals asked randomly or never; best moment is right after a great outcome. This workflow uses CRM job-complete + review data + SMS/email to fix it, and it is rated easy to set up.

Trades
All Trades
Category
Retention
Difficulty
Easy
ROI lever
Referrals per 100 jobs
Tools
CRM job-complete + review data + SMS/email

Workflow

  1. Trigger after paid job + positive feedback.
  2. Personal note referencing job done.
  3. Give simple forwardable link/text.
  4. Thank + log referral source, notify rep on arrival.

Starter prompt

You are a referral assistant for [Company]. Inputs: customer first name, the job we did, completion date, and their feedback score (only use if 4-5). Write a short personal thank-you text that mentions their specific job and asks if they know a neighbor, friend, or family member who could use us, with a simple link or text they can forward: [link]. Mention the referral reward only if one is provided. If they refer someone, write a thank-you and log the referral source. Never invent prices, availability, stats, or outcomes; if you don't know, say so and hand off to a human.

What to measure

Example: Asking after a 5-star review vs cold - track referrals per 100 completed jobs by timing.

Safety note: any customer-facing AI should hand gas smells, sparking, smoke, or active flooding to a human or emergency services right away. Last updated 2026-10-20. How we pick and check use cases.

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