No tool
There is nothing to buy
Every guide says the same thing: a saved message, sent at the right moment. The software's only job is reminding you to send it.
Problems / asking-for-referrals
How to ask for referrals — and when the ask actually works
Happy customers would recommend you. Most are never asked — or they're asked at a random time instead of the moment they're happiest.
9 industries share this problem · prices checked 27 July 2026 · no affiliate links
What to know
The moment
Ask right after the good thing happens
The tax refund landed. The sale settled. The claim paid out. That's when people say yes to 'know anyone else who needs this?'
Suppliers
The people you pay can refer you too
Property and strata managers send trades thousands of dollars of work — a standing deal turns that into referrals coming back.
How to implement this today
- 1
Pick your moment: the point where customers are happiest — job done, refund landed, sale settled, claim paid.
- 2
Write the two-line ask and save it as a template.
- 3
Add it as a step in your closing checklist, or set your software to send it at that trigger.
- 4
Ask every time for a month and count what comes back.
The fixes, industry by industry
1 of 9 fixes are already in software you might pay for.
Pick your industry to see what applies to you — or browse the lot. Prices as checked in each source guide on 27 July 2026.
Already in software you might pay for · 1
Allied Health≈15 referrals/mo
Write back to every doctor who refers a patient
GPs keep referring to clinics that write back. A thank-you when the referral lands and an outcome letter at discharge — templated structure, clinician-written content — is the whole system, and almost nobody runs it consistently.
Cliniko letters + templates$0 — included
Bought or built separately · 8
Accounting & Bookkeepingevery lodgment
Ask for the referral when the tax return is done
The moment the return is lodged and the refund is real is the moment clients think well of you. One message: the confirmation, and a line that the firm takes referrals of businesses like theirs. Nobody sends it; it costs nothing.
Email template on the completion step$0
Gyms & Fitness Studios≈15 milestones/mo
Ask for the referral when a member hits a milestone
The hundredth check-in, the year anniversary, the goal hit — the moments members are proudest are the moments a bring-a-friend ask converts. The check-in data knows the date; the message writes itself.
Attendance data + templates$0
Insurance Brokingper settled claim
Ask for the referral after a claim pays out
A well-handled claim is the highest-trust moment you will ever have with a client. A settled claim triggers two things a fortnight later: a review of remaining cover, and a referral ask — and neither currently happens on purpose.
Claim status + Make.com$9/mo
Law Firms≈10 active referrers
Keep in touch with the people who send you work
Conveyancers feed from agents and brokers, family lawyers from accountants and counsellors, commercial firms from advisors. A closing courtesy note per referred matter and a quarterly touch keeps the referral tap open — and its absence quietly closes it.
Referrer list + templates$0
Property Management≈10 suppliers on your list
Ask the trades you hire to refer you
You send plumbers, electricians and smoke-alarm techs thousands of dollars of work a year. A standing arrangement — priority response and clean invoicing in exchange for referring landlords who self-manage — converts your vendor list into a growth channel.
A letter and a spreadsheet$0
Real Estate Salesevery settlement
Ask for the referral when the sale settles
The referral ask lands after a settlement that went well, not in the middle of a campaign. One message and one call at settlement, plus a note in the diary ninety days later — the referral pipeline nobody systematises.
Settlement checklist + templates$0
Recruitment & Staffingevery placement
Ask about the next role a month into the placement
The month-one check-in on a placement that's working is the highest-trust conversation you'll have with that hiring manager all year — and the natural moment to ask what else they're hiring. Nobody schedules it; everybody means to.
Aftercare sequence + calendar$0
Strata & Owners Corporation≈15 regular suppliers
Ask the suppliers you pay to refer you
You direct significant repeat work to plumbers, electricians, fire contractors and cleaners across a portfolio. A standing arrangement — reliable response and clean invoicing in exchange for referring the self-managed schemes and small blocks they meet — grows the roll at no cost.
A letter and your supplier list$0
When not to solve this with software
Two guides name the purchase that substitutes for this work without doing it.
A marketing automation suite. — accounting & bookkeeping guide
A small firm's growth is referrals at lodgment, advisory conversions from data it already holds, and answering enquiries same-day. All three cost templates and discipline, not a campaign platform with a monthly fee and a certification course.
Marketing automation suites. — allied health guide
A 2–6 practitioner clinic grows on rebooking discipline and referrer relationships, not drip campaigns. The suite money buys a lot of outcome letters and recall follow-through instead.
The source guides
Every fix above comes from a Comora AI guide, researched and price-checked by hand (27 July 2026). The full playbook for each industry — the thirty-day order of work, the complete stack, the official setup links — lives on its guide:
- Accounting & Bookkeeping
- Allied Health
- Gyms & Fitness Studios
- Insurance Broking
- Law Firms
- Property Management
- Real Estate Sales
- Recruitment & Staffing
- Strata & Owners Corporation
No vendor pays for placement and Comora takes no affiliate fee, referral cut, or commission from anything named on this page.
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