For advisors who grow by word of mouth.
Be the advisor people keep referring.
When someone sends you a referral, a client, a CPA, a friend, they're trusting you with a relationship of theirs. Renley makes sure they feel that trust was well placed: a thank-you the same day, an update the day you meet, a handwritten note by week three. On the calendar you already use.
The app never contacts the people who refer you. It makes sure you do.
In private beta with a small group of advisors.
Sarah Miller, my CPA contact, referred her client John Smith. Selling his business next spring, needs a plan for the proceeds.
Thank Sarah Miller for sending John Smith
Today · 5:00 PM
Open in Renley
A referral is the moment someone finds out if they were right about you.
Every referral starts with someone putting their own name on the line. A client. A CPA who sends you two people a year. An attorney who could just as easily send the next one somewhere else. What happens next tells them everything: whether the person they sent was looked after, and whether they were. Most referrals end with a quick thanks and then silence. Not because the advisor didn't care, but because the week got busy and nothing was built to close the loop. They notice, say nothing, and quietly send the next one to someone else.
What Sarah sees when she sends you John.
Sarah is a CPA you've worked with for years. John is her client. This is her side of it.
A thank-you from you before dinner.
You've already reached out to John.
A quick note from you that afternoon. The meeting went well.
A handwritten thank-you in her mailbox. Whether John became a client or not.
Sarah knows exactly what happens when she sends someone your way. That's the advisor she keeps sending people to.
Your side takes ten seconds.
Type one line when the referral happens. Renley puts each follow-up on the calendar you already use, with a note you can send as is or rewrite in your own words.
Thank the person who sent them.
Reach out to the person they sent.
Let them know how it went.
Handwritten thank-you. Whether it turned into a client or not.
Nothing to set up. No CRM to connect. No client data beyond two names and a line of context.
Why Renley won't do it for you
Almost everything in a practice is getting faster and more automated. Meeting notes write themselves. Updates go out on a schedule. Clients can't tell what was written and what was generated, and mostly don't mind.
A referral is different. Someone put their own name on the line. The thank-you, the update, and the note afterward are the few moments left where that person can feel the difference between being valued and being processed.
So Renley doesn't write them or send them. It makes sure you do.
Private beta
We're working closely with a small group of advisors before opening up. If relationships are how your practice grows, request access and we'll be in touch.