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Agent library / Marketing and referrals / Referral partner updates

Referral partner updates

PitCrew keeps your list of referral partners, reminds each advisor who is due for contact and drafts a short update for each one. The advisor edits and sends it.

When it runsOn the schedule you set, for example monthly
Who approvesThe advisor
Works withCRM, Outlook
Get in touchDescribe your version of this task

How it works

4 steps. A person decides at the end.

  1. Checks the listWhich partners are due for contact
  2. Gathers what's newShared clients, recent introductions, firm news you have approved
  3. Drafts the updateA short, personal note for each partner
  4. A person approvesAdvisor reviewsEdits and sends from their own email

What it reads and what it produces

Reads

  • Your referral partner list in the CRM
  • Shared clients and recent referrals
  • Firm news you have approved for sharing

Produces

  • A list of partners due for contact
  • Draft updates in the advisor's drafts
  • Contact history in the CRM

Rules it follows

  • Drafts, never sendsUpdates go to the advisor's drafts.
  • Shares only what you approveIt uses firm news you have cleared, not client details.

Questions firms ask

Last updated: October 2026

Will it share client information with partners?

No. It drafts notes from firm news you have approved. Client details are left out.

Will it change our CRM records without asking?

No. Every update is shown to a person first. Nothing is written until it is approved.

How long does it take to set up?

5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.

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