Playbooks / Accounting / Practice Growth
Referral Requests
Post-filing satisfaction window referral asks: one warm sentence and an easy way to refer. Never pushy.
How to run it
Open Accounting > Practice Growth > Referral Requests in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Referral Requests workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Post-filing satisfaction window referral asks: one warm sentence and an easy way to refer. Never pushy.
Put this workflow to work.
The Accounting agent ships with this one installed. Open the demo and ask it to run the Referral Requests workflow on something of yours.