Grow Your Network
Referral Tracking:
Every introduction,
every conversion.
Your best clients come from trusted professionals. CanyonOps tracks every referral — inbound from CPAs and attorneys, outbound to insurance agents and estate planners — through a structured pipeline from introduction to conversion.
The Big Picture
Referrals are a two-way street.
Track both directions.
Most advisory firms track referrals in their heads or in a spreadsheet column that gets updated once a quarter. They know their CPA sends good prospects, but they have no idea how many introductions they've reciprocated or what happened to the referral their estate attorney sent three months ago.
CanyonOps builds referral tracking into the same system where you manage clients and coordinate with professionals. Inbound referrals flow through a pipeline. Outbound referrals demonstrate reciprocity. Every referral has a status, a source, notes, and a clear path to conversion.
Key Capabilities
Everything that makes
Referral Tracking powerful.
Inbound Referral Pipeline
When a CPA, attorney, or insurance agent sends a prospect your way, capture it immediately. Record the referring professional, prospect contact information, estimated opportunity size, and any context about why they were referred. Every inbound referral enters the pipeline with a clear path to conversion.
Outbound Referral Tracking
Track the referrals you send to COI professionals. When you refer a client to a CPA for business tax planning or an attorney for estate work, log it in CanyonOps. Outbound tracking builds a documented record of reciprocity — so you can demonstrate to COI partners that the relationship flows both ways.
Status Pipeline Tracking
Every referral moves through a structured pipeline: submitted, contacted, meeting scheduled, and then either converted or declined. At a glance, you know exactly where each prospect stands — no more wondering whether someone followed up on that introduction from two months ago.
Source Tracking & COI Linking
Every referral is linked to its source — the specific COI contact who made the introduction. Over time, this builds a picture of which professionals send the most valuable referrals, which relationships need nurturing, and where your network has untapped potential.
Conversion to Household
When a referral converts, CanyonOps creates a new household directly from the referral record. Prospect contact information flows into the household, the referring COI is automatically linked, and the referral status updates to "converted." No re-entering data, no lost context.
Referral Notes & Audit Trail
Add notes at every stage of the referral lifecycle. Record conversation details, meeting outcomes, objections, and next steps. Every status change is timestamped and logged, creating a complete history of how each referral progressed from introduction to outcome.
Conversion Metrics & Analytics
See your conversion rate, average time to conversion, referrals by source, and inbound vs. outbound balance at a glance. Understand which COI relationships are producing results and which need attention — backed by data, not gut feelings.
Referral Network Visualization
See your entire referral network mapped visually. Which COI professionals are connected to which households? Where are the strongest referral relationships? The network view reveals patterns that spreadsheets hide — helping you invest in the relationships that drive growth.
Day in the Life
How Referral Tracking
turns introductions into clients.
Scenario: David Chen, CPA, Sends a Referral to Your Firm
The Introduction
David Chen, a CPA who manages tax work for three of your households, emails your lead advisor: "I have a client, Michael Torres, who just sold his business for $4M. He needs comprehensive financial planning. Can I connect you?" The advisor logs the referral in CanyonOps — name, contact info, referring professional (David Chen), and context about the opportunity.
First Contact
The advisor calls Michael Torres the next day and introduces the firm's services. She updates the referral status to "contacted" and adds a note: "Spoke for 20 min. Interested in tax-efficient investment strategy for business sale proceeds. Wife Angela wants to discuss estate planning. Scheduling discovery meeting." The status change is timestamped automatically.
Discovery Meeting
Two weeks later, the advisor meets with Michael and Angela Torres. She updates the referral to "meeting_scheduled" with meeting notes covering their financial picture, goals, and concerns. The referral record now contains a complete history of every interaction — from David Chen's initial introduction to the discovery meeting outcomes.
Conversion
The Torres family signs an advisory agreement. The advisor clicks "Convert to Household" on the referral. CanyonOps creates a new Torres household, pre-populates contact information from the referral record, assigns the Business Owners service tier, and links David Chen as a COI contact. The referral status updates to "converted" with the onboarding date.
Reciprocity
A month later, the advisor refers the Patel household to David Chen for business tax planning. She logs the outbound referral in CanyonOps. The referral dashboard now shows 12 inbound and 6 outbound referrals from David Chen's network — a 2:1 ratio that helps the advisor understand the health of this COI relationship and where to invest more.
Connected System
Referrals connect to your
entire practice.
Referrals link to COI contacts, convert to households, feed the service calendar, and contribute to relationship scores. Growth tracking built into the system you already use.
Early Access
Turn every introduction
into a tracked opportunity.
Be the first to experience Referral Tracking. Early access members get founder pricing, direct product input, and priority onboarding.