Practice Builders
Practice Builders
Kathryn Brown
 Download the Skill
Free AI Skill

Referral Activator

Paste client emails. See who’s ready to refer you now — and get the exact message to send.

The Skill

Your Clients Would Refer You. They’re Waiting for a Signal.

Paste email threads from 3–5 clients. In about 3 minutes, the skill reads the relationship signals and produces a referral activation plan — who’s ready now, who needs warming first, and the exact message to send to each one.

The messages use the permission pattern — you’re offering exclusive access, not asking for a favor. The referral becomes their idea.

What You Get Back

Who. What. When. Done.

The skill handles the three things that stop practice owners from activating referrals.

1 Client Prioritization Each client scored HOT, WARM, or COLD with specific evidence from their emails
2 Ready-to-Send Messages A personalized message for each HOT client — not a template, an actual email you can send today
3 Timing Guidance When to send each message based on recency of wins and relationship signals
4 WARM Client Actions One specific next step for each client who needs warming before the ask
Setup

Install in Two Minutes

  1. Open your AI tool of choice (Claude, ChatGPT, Gemini)
  2. Navigate to Settings or Custom Instructions
  3. Upload or paste the skill file you downloaded below
  4. Save and start a new conversation

Works with any large language model. Setup steps vary slightly by platform — most support custom instructions or uploaded skill files.

Running It

Start a new conversation. Type “Run the Referral Activator” and paste email threads from 3–5 different clients. Separate each client’s thread clearly.

Emails from them, emails to them, session recaps — any recent correspondence works.

Get the Skill

One file. Upload it to your AI tool of choice and you’re set.

Download Skill File

Works with any large language model.

Tips

Get More From Every Run

More clients = better prioritization. One client gives you a score. Three or more gives you a ranked list with clear contrast between who’s ready and who isn’t.
Include both sides. Your replies show how the relationship is developing. Without them, the skill only sees half the picture.
Include at least one quiet client. Don’t just paste your favorites. Include someone who’s gone quiet. The skill might surface signals you missed — or confirm it’s time to rebuild before asking.
Run it quarterly. Referral readiness changes. A COLD client 3 months ago might be HOT after a recent win.