DM Sequence — Referral Activator

Trigger: Comments REFER on LinkedIn post
Delivery: Link to thepracticebuilders.ai/referral-activator
Sequence: 3 messages over ~7 days

DM 1 — Delivery
Send: Within a few hours of comment

Hey [Name] — thanks for commenting. Here's the skill:

https://thepracticebuilders.ai/referral-activator

That page has the skill file, setup instructions, and tips for getting the best output.

When you run it: paste email threads from 3-5 different clients. The skill reads the relationship signals and tells you who's ready for a referral conversation right now — and writes the message for you.

Can you do me a favor? Reply back and let me know you were able to download it and add it to Claude.

— Kathryn

DM 2 — Check In
Send: 3 days after DM 1 (skip if they already replied)

Hey [Name] — did you run it on a few client threads yet?

The thing that makes the messages work is that each one references something specific from the emails — a win they mentioned, a peer they brought up. Nothing generic. You couldn't send the same message to two different clients.

Curious who came back as referral-ready for you.

DM 3 — Bridge
Send: 4 days after DM 2 (or when they reply)

This is the last of the 5 skills I built for practice owners. If you missed any of the earlier ones — Client Intelligence Brief, Hidden Revenue Scan, Scope-to-SOW Converter, or Content-from-Delivery — they're all free on the same page.

Each one handles a different part of running a practice. Together they cover client prep, revenue discovery, proposals, content, and referrals.

Which one's been most useful so far?

Notes