Step 01
Tell us who you are.
Type one short business description and a few search terms. Referral Engine learns your voice, your offer, and your geography. The AI uses that on every prospect.
Setup in 90 seconds.
Referral Engine
For local-service operators
Find the right
partnership prospects.
Referral Engine surfaces local businesses worth partnering with — and writes the first DM for you. Five to ten high-quality conversations a week, sent by your team, not by us.
Local prospects✦
AI-written DMs✦
Affiliate codes✦
Referral tracking✦
HIPAA-safe✦
Multi-workspace✦
Personalized at scale✦
Built for handoff✦
Local prospects✦
AI-written DMs✦
Affiliate codes✦
Referral tracking✦
HIPAA-safe✦
Multi-workspace✦
Personalized at scale✦
Built for handoff✦
How it works
Three steps.
From a one-line description to your first DMs — without spam, spreadsheets, or burning your main account.
Step 02
We find the right people.
We scan Instagram for local businesses that match your audience and area. Each prospect gets a fit score, a rationale, and a draft DM written for them — not a template.
Five to ten high-fit prospects every batch.
Step 03
Approve, send, track.
Your team reviews each draft, copies the message, and sends from a personal Instagram. When a conversation turns into an affiliate, one click moves them into your dashboard with a referral code already attached.
Human-in-the-loop. No platform risk.
What you get
Every surface, designed.
Six things you'd otherwise hack together in spreadsheets, Notion, and a CRM. We built them all into one workspace, calm and editorial.
Leads pipeline
A clean inbox for active conversations. Status, next follow-up, notes, and full message history per lead — without spreadsheets.
AI prospecting
Claude scores every prospect on locality, fit, and reach, then writes the first DM. Personalized at scale, not templated.
Affiliate codes
Every affiliate gets an auto-generated referral code (e.g. RICKPRICE-Y65S). Share it, track redemptions, count new clients.
Reporting
Acceptance rate, customers brought in, top performers, and estimated payout — all scoped to your workspace.
HIPAA-safe by design
Referred-client tracking only stores opaque labels. Never names, treatments, or contact info.
Multi-workspace
Run multiple brands or pilot accounts from one super-admin login. Each workspace has its own AI voice, search terms, and affiliates.
0%
Acceptance rate
Of leads that turn into affiliates in pilot workspaces.
0×
Higher reply rate
Compared to generic outreach templates. Personalized DMs convert.
0s
Setup time
From signup to first prospecting batch. One form, three fields.
Why it works
Built for the way local businesses actually grow.
Partnerships, referrals, and word-of-mouth. Not cold scraping. Not generic templates. Not your main account getting flagged.
Real local prospects.
We don't scrape the world. We scan the geography and audience YOU configure — Phoenix, Palm Beach, wherever your business actually operates.
Personalized at scale.
Every DM mentions the prospect's actual business and why it fits yours. Generic templates get ignored. These get replies.
Safe by design.
Sent manually by a human from a personal account. Your main business Instagram never sees an automation flag.
Built for handoff.
Move a lead to affiliates with one click. Codes generate automatically. Referrals roll up into a dashboard your team can actually read.
Questions
What to know before you start.
Do I need a separate Instagram account?
Yes — your appointed affiliate manager sends from a personal Instagram, not your main brand account. That keeps your main account safe from Instagram's automation flags and gives a more human-feeling first touch.
How is this different from a generic outreach tool?
Two ways. First, every prospect is scored and explained by Claude — you see WHY this person is a fit before you reach out. Second, the draft DM is written specifically for them, referencing their actual business. It reads like you wrote it, because the AI has your voice and their context.
What about HIPAA and patient privacy?
Referral tracking never stores patient names, treatments, or contact information. You only log opaque labels (e.g., "May referral #3") plus an optional external order ID. The patient's actual identity stays in your medspa's own system.
Can I customize the AI's voice?
Yes. In settings you can describe your business, your target audience, and your target geography. The AI uses those exact words when writing rationale and DMs. A hat company gets hat-company language; a medspa gets medspa language.
Who's it for?
Local-service businesses that grow through partnerships and word-of-mouth: medspas, boutique fitness studios, salons, golf courses, hat brands with a local angle — anything that benefits from cross-promotion with nearby businesses or local creators.
Start your free trial.
Two weeks free. No card. Your workspace ships with your business profile, your AI voice, and your first prospecting batch in 90 seconds.