Good friends

People who could send work your way, and who's due a hello.
The people who could send work your way: potential introducers, past clients and partners. The Studio reminds you to say hello every few weeks, so nobody is forgotten.How it works
  • Add someone with Add a good friend below, or with Add to Good friends on any contact or partner. People are also added for you: anyone who introduces a client, one person from each client once their site launches, and your active partners.
  • On weekday mornings, whoever looks after someone who's due gets an email (and a phone notification, if switched on) with the message written and an Open in WhatsApp button. Nothing is ever sent to the friend unless you press send.
  • Every few weeks you get a “don't forget to say hello” reminder for each person. A friendly message is written for you to copy into WhatsApp or a text. It also shows in Chasers.
  • Press Caught up when you've been in touch another way (a call, a coffee), so the next reminder is a full cycle away.
  • Once someone introduces a client, they also appear on Introducers, with the work and any finder's fee.
  • Each person has a card: who they are, when you last spoke, when the next hello is due, and what they've led to so far.
  • Could introduce you shows the people who haven't introduced anyone yet: the ones worth a coffee. Use the tabs to see just introducers, past clients or partners.
  • Mine shows the people you look after. Press Change on a card to set how often to say hello, who looks after them, or to turn their reminders off.
Add a good friendSomeone who could send work your way
Nothing is sent to them. Whoever looks after them gets the hello reminders, with a WhatsApp button, on weekday mornings.

Everyone 7

HQ
Harriet QuayleAdded by you
harriet@quaylewords.example · 07700 900738
Last in touch
4 weeks ago
Next hello
In 12 days
What they've led to
Nothing yet
Hello every 6 weeks · Sonny Morgan looks after them Change
IH
Imogen HartwellIntroducer
imogen@hartwell-lowe.example · 020 7946 0381
Last in touch
3 weeks ago
Next hello
In 3 weeks
What they've led to
Nothing yet
Hello every 6 weeks · Sonny Morgan looks after them Change
CA
Ashdown & Pryce · charlotte@ashdownpryce.example · 07700 900150
Last in touch
7 days ago
Next hello
In 3 weeks
What they've led to
Nothing yet
Hello every 4 weeks · Sonny Morgan looks after them Change
PH
Pip HargreavesIntroducer
Hargreaves & Lowe · pip@hargreaveslowe.example · 07700 900195
Last in touch
6 days ago
Next hello
In 3 weeks
What they've led to
3 intros, £22,450 won
Hello every 4 weeks · Sonny Morgan looks after them Change
RC
Rosie CallowayPast client
Harbour Lane Bakery · rosie@harbourlanebakery.example · 07700 900146
Last in touch
4 days ago
Next hello
In 3 weeks
What they've led to
Nothing yet
Hello every 4 weeks · Sonny Morgan looks after them Change
TH
07700 900142
Last in touch
Yesterday
Next hello
In 8 weeks
What they've led to
Nothing yet
Hello every 60 days · Sonny Morgan looks after them Change
MK
07700 900140
Last in touch
Today
Next hello
In 4 weeks
What they've led to
Nothing yet
Hello every 4 weeks · Sonny Morgan looks after them Change
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders's client portal