How do you prepare for Provisors meetings and identify the best connections to make?

ReferralPulse has a set of tools for Provisors members, and they all run on the Photo List you already receive for your meetings. Tick I'm a ProVisors member while setting up your account, or flip the ProVisors toggle in Settings later, and the tools appear in your account menu.

There are three ways to get a Photo List in. Forward the meeting email to docs@referralpulse.ai. Let your assistant pick it up on its own from your connected mailbox, which is what most members end up doing. Or open Upload a Photo List from the ProVisors hub and drop the PDF or Word file in yourself, which is the path for a list that never reached your inbox. Old Photo Lists work the same way as this week's.

Before the meeting, your assistant reads the Photo List into a list of people, matches them against partners you already have, works out who is worth making a point of meeting based on what you do and where your network is thin, and sends you a prep brief with talking points. Open the meeting and the room is split into priority people, existing partners, and new faces.

After the Photo List is read, you get a review screen listing everyone who is not already a partner. Each person has two separate boxes, add as partner and send invite, and nothing is checked when you arrive. You tick who you want. Guests and anyone flagged as a competitor are never included in select-all, so they take a deliberate tick of their own.

Invitations go out from your own connected mailbox, under your name, on your click. They ask the person to fill out their own profile so you can refer them accurately. That profile stays private between the two of you, and the person who filled it out can edit or delete it at any time.

You can also use a Photo List purely to grow your network, without a meeting involved: Import partners on your Partners page takes one, and so does the network step of account setup. You pick who to add, set a tier for each person, and choose who gets an invite. People already in your network are shown grayed out so nobody is added twice. That path never creates a meeting or prep notes, and it works whether or not you are a member.

After the meeting, new connections are tracked as your email moves them along, the Opportunities tab surfaces people from past meetings worth following up with, and thank-you drafts are waiting for anyone who sent you a referral or made an introduction.

ReferralPulse holds no copy of the Provisors member directory and does not connect to any Provisors system. Everything you see is what you brought in.