Referral partners forget you exist. We build the quarterly touch and the referral ask that run themselves.
Valuexus Autopilot › Referral partners
The best leads you ever got came from a partner who sent them your way. Then you got busy, the relationship went quiet, and they started sending work to someone who stayed in touch.
We build a partner outreach system: a list of the people who can send you work, a warm touch every quarter in your voice, a thank-you the day a referral lands, and a simple ask for the next one.
Valuexus Autopilot builds this for you for $997 a month, live in about 24 hours, no contract, pause or cancel anytime.
Put referrals on autopilot — $997/mo → See full Autopilot details →
What we build
- A partner list built from your CRM, email history and the industries that feed you work (accountants, lenders, realtors, contractors, suppliers, other owners).
- A quarterly touch by email or text, personal, short, and never a newsletter.
- A same-day thank-you when a referral comes in, and a tracker of who sent what.
- A referral ask that goes out after a good outcome, with a one-line way for the partner to introduce you.
- A monthly list: partners who went quiet, partners who sent work, partners worth a lunch.
What changes for you
- Referrals arrive on a schedule instead of by luck.
- Partners feel remembered, so they remember you.
- Your cheapest lead source becomes your most reliable one.
How the first day goes
- Subscribe. Your request board opens inside your Valuexus account, usually within the hour.
- Add this as your first request. Write a few lines, attach a document, or record a quick screen video.
- We build and test, you approve the wording, and the request goes live, in about 24 hours on average.
- Not right yet? We keep adjusting until the request works the way you want.
What you get
- $997 a month. Get 50% off your first month ($498.50) with code WELCOME50.
- Unlimited requests, built one at a time, live in about 24 hours on average.
- Up to 2 team members on the account.
- Built in your own accounts. 100% yours, even if you cancel.
- Pause or cancel anytime. Not happy in the first week? 75% back, no questions asked.
- Built by our in-house team, led by our founder Hunter. Never outsourced.
Put referrals on autopilot — $997/mo → See full Autopilot details →
Watch the 15-minute walkthrough. No calls. Watch it whenever you want.
Questions owners ask
Who should be on my partner list?
Anyone who talks to your customers before you do. We start with your past referral sources and the industries next to yours, then you add and remove names.
Will the messages feel automated?
Not if they are short, specific and in your voice. You approve the templates and can edit any message before it goes out.
Can it track which partner sent which customer?
Yes. Every referral is logged against the partner so you know who to thank and who to take to lunch.
What about a formal referral fee program?
We can set that up too: the terms, the tracking and the payout reminders. Many owners start with thank-yous and add fees later.
What does the software cost on top of the $997 a month?
Usually a small monthly amount in your own accounts. Before anything goes live we show you the expected cost and set a spending limit with you.
More ways to put your business on autopilot
Reactivate old leads · A business that runs without you · See every solution on the Autopilot page
Updated October 23, 2026. Written by the Valuexus team, Saint Petersburg, Florida. Questions? Email hello@valuexus.com.