video1.0<iframe src="https://www.loom.com/embed/41dd13a559cd4e9a921f83ee6a7cebea" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/41dd13a559cd4e9a921f83ee6a7cebea-ceaf66087aa0ea25.gif172.069In this video, I walk you through the quick and easy process of sending a referral via Adio. To refer clients, simply go to the client profile, compose an email using the commercial referral template, and make sure to CC Chris at Investor Kit. It's important to provide context about the client, including their current position and how commercial fits into their strategy. After sending the email, please set a task in Adio to follow up with the client in a couple of weeks to check on their progress. This will ensure we stay on top of the referrals and maintain effective communication.