Automated RIA Referral Source Thank You Notes
The moment a referred prospect becomes a client in Redtail Technology, WebRun reads who made the referral, checks that person's recent LinkedIn activity for a personal detail worth mentioning, and drafts a thank you note in Gmail for you to review and send.
How do I make sure every referral source gets a personal thank you note?
WebRun watches Redtail Technology for referred prospects who become clients, then checks the referral source's public LinkedIn activity for a personal detail worth mentioning, and drafts a warm thank you note in Gmail. You review and send each note yourself, so every referral source hears back within a day, and no referral quietly goes unthanked.
- Every closed referral gets a personal thank you note within a day
- Notes reference a real personal detail, not a form letter
- No referral source is ever quietly forgotten
Built for Registered Investment Advisors · business development teams · wealth management firms · solo advisors
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.redtailtechnology.comin a real browser with your saved login - no setup, no API keys. -
1
Redtail Technology - identify the referral source
redtailtechnology.com
WebRun opens Redtail Technology to identify the referral source. - Watch for a referred prospect whose status changes to client
- Read who is recorded as the referral source
- Note whether the source is a client, a centers of influence contact, or a professional referral partner
Done when The referral source for the newly closed client is identified.
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2
LinkedIn - check for a personal detail
linkedin.com
WebRun opens LinkedIn to check for a personal detail. - Look up the referral source's public LinkedIn profile
- Check for a recent post, job change, or milestone worth mentioning
- Skip this step quietly if no profile or recent activity is found
Done when Any usable personal detail for the referral source has been checked.
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3
Gmail - draft the thank you note
gmail.com
WebRun opens Gmail to draft the thank you note. - Draft a personal thank you note naming the new client relationship and, if found, the LinkedIn detail
- Keep the tone warm and specific, not a form letter
- Leave the note as a draft for you to review and send
Done when A thank you note draft is waiting in Gmail for every closed referral.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send the thank you note without me?
No. WebRun drafts the note in Gmail and leaves it for you to review and send. It never contacts a referral source on its own.
Does it post anything to LinkedIn?
No. It only reads a referral source's public profile for a personal detail to reference. It never posts, likes, comments, or sends a LinkedIn message.
What if it cannot find anything personal to mention?
It quietly skips that part and still drafts a warm, specific thank you note based on the referral itself, so every closed referral gets a note either way.
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