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Referrals

Turn happy clients into warm introductions, with the referral ask drafted for you at the right moment.

See it work

Live automation · Referrals loop
Trigger
A customer is delighted
Poolday drafts the ask
Poolday AI
Action
You approve, it sends
Outcome
Warm new business
Activity
A customer is delighted detected
Poolday drafts the ask
You approve, it sends sent
Logged to your CRM
A customer is delighted detected
Poolday drafts the ask
You approve, it sends sent
Logged to your CRM

Why it matters

The problem

Referred customers are the best leads you will ever get, pre trusted, cheaper to win and more loyal, and almost no local business has a system for generating them. Owners deliver great work, hope the word spreads, and leave their single highest quality channel entirely to chance. The willingness is there in every happy customer. The ask almost never is.

With Poolday

Poolday makes the ask easy. When a customer is delighted, often right after a five star review, a warm, personal referral invitation is drafted in your voice, and you send it with one tap. New leads land in your pipeline already warm, and the channel you used to leave to chance becomes a habit your business keeps.

What you get

Asks at the right moment

Referral invitations are drafted for the moment right after a great experience, when people most want to share.

Simple to run

Send the ask by email or text with one tap approval, no spreadsheet required.

One tap to share

A simple, personal ask makes referring effortless for your happiest customers.

Grows with you

Automatic reward tracking is on the roadmap, so the loop gets more hands off over time.

How it works

A happy customer becomes a source of new business:

01

A customer is delighted

A happy moment lands, like a five star review.

02

The ask is drafted

A warm, on brand invitation is ready, and you send it with one tap.

03

They refer a friend

The new lead lands in your pipeline, already warm.

04

The loop repeats

Every happy customer becomes another easy ask, and your best channel compounds.

Drafted
ask for every client
1 tap
to send
0
awkward conversations

Illustrative targets showing what Poolday is built to do, not measured customer results.

Example scenario

Past clients get warm check ins, and referrals finally come in without anyone chasing them.

Real Estate · illustrative example

You stay in control

AI that acts, never behind your back. Approve as much or as little as you like.

You approve before it sends

Every draft waits for your one tap approval, so nothing goes out in your name without your say.

Full autopilot when ready

Once you trust a channel, switch it on and let Poolday run it hands off.

Always in your voice

Poolday learns your tone from your brand guide and past messages, so everything sounds like you.

Works with

Frequently asked questions

When does it ask for a referral?

Right after a great experience, often a five star review, when customers most want to share.

Does it handle rewards?

Reward tracking is on the roadmap. Today Poolday drafts and sends the ask itself, which is the step owners always skip.

Will it annoy my customers?

No. The ask is warm, personal and one time, sent only at the moment of peak satisfaction.

Where do referrals go?

New referred leads land in your pipeline already warm, ready to book.

Every day feels like a Poolday.

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