Making and tracking introductions
An introduction is when you connect two of your partners by email so they can meet, refer business to each other, or just expand each other's networks. ReferralPulse drafts the email for you, sends it on your say-so, then tracks what happens after: did they reply, did they meet, did the meeting turn into a referral, and did the referral close as a deal. The conversion path from intro to closed deal is one of the most valuable threads to follow in a referral business, and the app is built to surface where each one is stuck.
Methods
Where to find Introductions: Sidebar → Introductions.
The hub page splits your intros into two flows. Given is intros you made to connect two of your partners. Received is intros other people made TO you, where you're one of the two parties being introduced. Each flow has its own page, and the hub has a Needs Attention card up top that pulls in the intros most stuck across both.
Make an introduction
Where to find it: Sidebar → Introductions → Make Introduction button (top right).
This is the primary path. Pick two partners, the assistant drafts the email connecting them, you review the draft, then send.
- Click Make Introduction on the Introductions page.
- Pick the First Partner from the search box. This is one of your existing partners.
- Pick the Second Person from the second search box. If they aren't in your network, click Send to External Contact above the box and enter their name and email directly.
- Each partner card shows their saved introduction paragraph (a short bio in your voice). If a partner doesn't have one yet the card shows a Generate button you can click to draft one. You can edit the paragraph inline.
- Click Preview & Edit to open the assembled email. The subject defaults to "Connecting [partner 1] and [partner 2]" and the body weaves the two partners' intro paragraphs together.
- Edit anything you want in the modal, then click Send Introduction.
The draft is only as good as the partner profiles. If the email reads generically, fill in each partner's introduction paragraph (a few sentences in your own voice describing what they do, what makes them great, and who they help). The Generate button on each card writes a first draft you can edit. Once both paragraphs are good, the assembled email reads like you wrote it yourself.
Track intros you've made (Given)
Where to find it: Sidebar → Introductions → click the Active intros KPI, or the Make Introduction button area links to the Given page once you have intros on file.
The Given page lists every intro you've sent. Filter chips across the top let you slice by status: All, Awaiting Reply, Replied / Met, Converted, and No Outcome. You can also switch from a per-intro view to a By Pair view that groups intros between the same two partners together, which is useful if you keep introducing certain people repeatedly.
For each intro the page shows the two partners, the status, the time since you sent it, and the next-step action: nudge the partner, log a meeting, mark it converted to a referral, or mark it as gone nowhere.
When an intro converts to a referral and the deal closes as Won, the project value flows back into the Closed deals KPI and the conversion rate on the hub. Linking referrals to the originating intro is what makes that math work, so when you log a referral that came from an intro, pick the intro from the Came from an introduction? dropdown on the referral form.
Track intros made to you (Received)
Where to find it: Sidebar → Introductions → click the Awaiting your reply KPI, or open Received from the hub's recent activity.
When someone introduces you to one of their partners, that intro lives on the Received page. The same filter chips apply: All, Awaiting Reply, Replied / Met, Converted, No Outcome. There's also a By Introducer view that groups by the partner who connected you, so you can see at a glance which partners are actively making intros for you.
The actions here are different from Given because the next step is on you. You can:
- Reply to the introducer or the new contact (opens a draft you review and send).
- Mark Met once you've connected, so the timer for "owe a thank-you note" starts.
- Mark Went Nowhere if the connection didn't pan out, so it stops nagging you.
The hub's Needs Attention card pulls in three flavors of stuck intros automatically: received intros you haven't replied to in three days, given intros where the partner hasn't replied in seven days, and met intros where you owe a thank-you note. Working that card top to bottom is the fastest way to clear the introduction backlog without scanning the full list.
View insights
Where to find it: Sidebar → Introductions → View insights button (top right of the hub).
The Insights page is your introduction report. It shows intros over time, the split between intros given vs received, your top introducers (who connects you to the most people), and your top converters (which intros most reliably turn into deals).
This page is most useful once you have ten or twenty intros logged. Before that the charts are sparse and the rankings aren't yet meaningful.
By voice or in chat
Where to find it: Top of any dashboard page → AI Chat button (dark button with a sparkle, to the left of the search bar). On iOS, the same chat opens from the Chat tab in the bottom navigation.
You can describe an intro instead of opening the form.
Introduce Sarah Chen to Marcus Johnson. Sarah's a CPA, Marcus is a financial advisor, they should know each other.
The assistant pairs the two partners, drafts the email using each one's saved introduction paragraph, and shows you the draft to confirm before sending. If either partner has a thin profile (no introduction paragraph yet) the assistant tells you and offers to use a generic intro or wait while you fill it in.
You can also ask about your existing intros: "what's the status of the Chen and Johnson intro?" or "how many intros am I waiting on?" and the assistant answers from your data.
Get more out of your assistant
The single field that has the biggest effect on the quality of every intro draft is the Introduction paragraph on each partner's profile. It's a short, in-your-voice description of who the partner is, what they do, and who they help. The compose flow stitches the two partners' paragraphs together to build the body of the introduction email.
Two other things shape the quality of what your assistant produces in this section:
- Type of business on each partner. Drives the intro suggestions the assistant offers when you ask "who should I introduce?"
- Linking referrals to their originating intro. Lets the conversion-rate KPI and the Insights page tell you which of your introductions actually produce business.
Spend ten minutes on your top five partners' introduction paragraphs. The compose drafts go from generic to genuinely useful, the intro suggestions your assistant offers get smarter, and you stop having to rewrite the same boilerplate every time.
On the iOS app
Where to find it: Bottom navigation → Chat tab (microphone icon). Or open the Introductions tab from the hub.
On iOS, voice is the natural way to make an intro between meetings.
Connect James Doyle and Linda Tanaka. James handles commercial insurance, Linda is a wealth advisor for business owners. They'd be great for each other.
The assistant pairs them, drafts the email, and reads it back to you. Say "send it" and it goes out.
You can also dictate updates after a meeting:
The Doyle and Tanaka intro went well, they met for coffee this morning, mark it as met.
The status updates without you ever opening the list page.
Voice is also good for catching up: "what intros am I behind on?" returns the same Needs Attention list as the hub, read out loud. You can act on each one (reply, mark met, mark gone nowhere) by voice without ever looking at the screen.