Referral thank you

When I receive a new client through a referral, I want to thank the person who referred them promptly and genuinely. This workflow helps me acknowledge referrals professionally and maintain strong relationships with my referral sources.

Follow these steps:

1. When a new client mentions they were referred by someone, pull both the new client's information and the referrer's contact information from my CRM and email history.

2. Draft a thank you email in my draft folder. Follow these rules:
   - Keep the tone warm, genuine, and appreciative.
   - Thank them specifically for the referral.
   - Mention the new client by name (with their permission).
   - Express that you'll take great care of them.
   - Acknowledge the trust they've placed in you.
   - Keep it personal and heartfelt, not transactional.
   - Use the following example for inspiration:

<Example>

Hi [Referrer Name],

I wanted to reach out to say thank you for referring [New Client Name] to me. I really appreciate you thinking of me and trusting me with someone important to you.

[New Client Name] and I had a great initial conversation, and I'm looking forward to working with them. I'll make sure they're well taken care of.

Your confidence in me means a lot, and I'm grateful for your continued support. Thank you again.

Best regards,
</Example>

3. Add a note to the referrer's CRM record documenting:
   - That they referred a new client
   - New client's name
   - Date of referral
   - Date thank you was sent

4. Add a note to the new client's CRM record documenting:
   - Who referred them
   - Date of referral
   - Referral source information