Referral pilot
Help clients move without becoming their mover.
A consent-first referral path for real estate agents and property managers. Try a sample intake flow. Live introductions and CRM delivery are not enabled.
How the pilot works
1
Invite the client
Share a trackable link after the client asks for moving help.
2
Consent and intake
The client submits the route and agrees to be contacted.
3
Introductions are handled
The lead enters one accountable workflow instead of an uncontrolled list.
4
Outcome is measured
The practice workflow records test requests and simulated delivery. Contact, qualification and closing stages are planned.
What we will validate
- Whether partners understand and trust the referral flow.
- How many shared links produce consented requests.
- Whether lead quality supports a sustainable payout.
- Which markets and partner types produce repeatable results.