Client Follow Up Workflow
Systematic post-transaction client communication for referrals, reviews, and long-term relationship building
Systematic post-transaction client communication for referrals, reviews, and long-term relationship building
Professional project closure with final deliverables, invoicing, feedback collection, and relationship nurturing
Commission calculation, tracking, and payment processing with broker splits and referral fees
Create comprehensive referral tracking from initial request through specialist appointment and care coordination
Build comprehensive referral directory for support groups, psychiatry, substance abuse, and community services