AI referral tracking that keeps your sources warm
This is how Orbit does AI referral tracking: you tag the people who send you business, and the agents make sure they stay warm. June schedules long-term check-ins with your referral sources, Rio builds the thank-you and update pages, and Tess drafts timely follow-ups. The result is a referral network that keeps producing because nobody gets forgotten.
Why does referral tracking need more than a tag?
Most people "track" referrals by remembering, badly. A great source sends you two deals, you mean to thank them properly, and then six months pass in silence. Tracking referrals well means knowing who sent what, closing the loop on every introduction, and staying in touch so the source keeps thinking of you.
In Orbit, you mark referral sources with a tag and link each new contact to who referred them. From there the agents take over the nurturing. The relationship does not depend on your memory anymore, it depends on a queue of drafts you approve.
Which agents nurture your referral sources?
Three agents split the job:
- June schedules the long-game check-ins, so a source who sent you a deal in spring still hears from you in fall, with a draft that references your real history.
- Rio builds a personalized thank-you or update page, so you can show a source what came of their introduction rather than a one-line thanks.
- Tess drafts the timely follow-ups, like a quick note when a referred deal closes, so you can close the loop while it still means something.
A referral source who never hears how it went stops referring. A source you keep in the loop refers again. The whole system is built to close that loop.
What does the approval model look like?
Every touch is a card. June's check-ins, Rio's pages, and Tess's notes all land for you to approve, edit, or dismiss, and they only send from your address after your sign-off. Thanking a referral source is personal, so the agents draft it and you make it yours.
Nothing about a referred deal moves on its own either. The agents surface the moment, like a closed deal that came from a source, and prompt you to acknowledge it. You decide what goes out and to whom.
What does it run on, and who is it for?
The drafting runs on your own AI model key, billed by the provider at cost with no Orbit markup, which is cents per round for solo use. Rio's pitch and thank-you pages are part of the same landing-page tooling already in your workspace.
It is built for anyone whose pipeline runs on word of mouth: consultants, agents, advisors, lawyers, contractors, anyone who would rather grow through introductions than ads. If referrals are your channel, this is how you keep the channel flowing.
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Frequently asked questions
How does Orbit know who referred a contact?+
You tag referral sources and link each new contact to who referred them. From there the agents nurture those sources, so the relationship no longer depends on your memory.
Which agents handle referral nurturing?+
June schedules long-term check-ins with sources, Rio builds personalized thank-you and update pages, and Tess drafts timely follow-ups like a note when a referred deal closes. Each one drafts, you approve.
Does Orbit thank referral sources automatically?+
No. Every thank-you, check-in, and update page lands as a card you approve, edit, or dismiss, and it only sends from your address after your sign-off. The agents surface the moment, you decide what goes out.
What does referral tracking run on?+
The drafting uses your own AI model key, billed by the provider at cost with no Orbit markup. Rio's pages use the landing-page tooling already in your workspace, and tagging is just normal Orbit contact data.
Who benefits most from AI referral tracking?+
Anyone whose pipeline runs on word of mouth: consultants, agents, advisors, lawyers, and contractors who grow through introductions. If referrals are your main channel, this keeps sources warm so they refer again.
Turn one referral into a steady stream
Tag your sources and let June, Rio, and Tess keep them warm. You approve every touch. Free plan, no credit card.
Free forever plan. No credit card. No spam.