Referring someone by name
Give a specific person a personalized page and a one-time signup link with their details already filled in
When you or one of your agents wants to bring a specific person in by name — rather than a generic referral link — Clients.ai can create a personalized page just for them.
A page addressed to them
The page greets the person by name and is built around who referred them, rather than a generic pitch.
A couple of quick questions
The page includes a short set of questions, which helps shape what happens for that person next.
A one-time signup link
From there, the person gets their own one-time signup link with their details already filled in, so they can move straight into checkout without re-entering what they have already told you.
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