Referrals and warm introductions

Help clients make personal introductions.

If clients want to introduce a friend or colleague to your advisory practice, give them a simple, approved way to do it.

When to ask

After a positive review, when the client volunteers to help. Make participation optional. Ask whether they know anyone who would appreciate a conversation, without requesting private financial details.

Where to share your link

A follow-up to a review meeting. PleaseMeet gives you a personal link you can share with someone who has offered to help.

What happens next

The client selects the person and approves the message. Any use by a regulated adviser must be reviewed against the firm's compliance policies. PleaseMeet sends introductions from the introducer's own Gmail when they connect Google, and does not read anyone's email inbox.

No referral form required

The point is a real introduction between people, not a coupon or anonymous lead. A customer can also name someone without connecting Google. The business needs a Google account for sending and booked-meeting tracking. Pricing is per booked meeting, not per seat or subscription; check the current pricing.

See also: How warm introductions work · Referral software explained