Referral Relationship OS
Your referrers decide your revenue. Nobody's watching them.
KeepWarm quantifies every referral relationship, catches the ones going quiet before you would, and drafts the outreach — and the lunches — to win them back. Flat fee. A human approves every send, or arms Autopilot once a sequence earns it.
Weekly Dashboard
Every referral relationship, watched.
- 1Dr. ChenBayside Animal Clinic0 refs~$0K/yr
- 2Dr. OkaforRiverside Pet Hospital0 refs~$0K/yr
- 3Dr. MarshCedar Creek Veterinary0 refs~$0K/yr
- 4Dr. NolanHarborview Animal Care0 refs~$0K/yr
Outreach
Drafts wait here for your approval.
Bayside Animal Clinic
The full history of this relationship, in one place.
- EmailChecking in from Harbor PointJust nowSent · human approved
- ReferralReferral received7 weeks ago
- MeetingLunch at the clinic3 months ago
Letter Queue
Printed by staff, signed in ink, mailed with a stamp.
Thank you for trusting us with your patients this spring.
It means a great deal — we're always here for you and your team.
Territory Coverage
Who refers today — and where the gaps are.
New Targets
Prospects scored on fit, proximity, and warm paths.
A scripted product demonstration. Harbor Point Veterinary Specialists and its data are fictional.
How it works
Three moves, run every week.
Map your territory
We pull every potential referrer around you from public registries — the NPI registry, state license rolls, business directories — and plot them on your Territory Report. Not a guess, not a purchased list. The real map.
Watch the relationships
KeepWarm tracks which relationships are warm, which are cooling, and which never started. Last touch, last visit, last thank-you per referrer — flagged the moment it's been too long.
Run the plays
Every week your team gets a short who-to-call list with a reason on every name. The plays that keep relationships warm — proposed automatically, inside a budget, executed only when a human says go.
The honest machine
Built to keep you on the right side of the line.
Referral marketing goes wrong when it starts paying for referrals. KeepWarm is designed so that can never happen — the whole model is relationships and territory, never volume.
You choose the throttle
By default, nothing goes out until someone on your team approves it — the software drafts, people decide. When a sequence has earned your trust, arm Autopilot: approve it once and KeepWarm sends the rest itself. Suppression and caps always apply, one switch pauses everything, and every send is stamped with who approved what.
It gets you in the room
Email is the smallest part. KeepWarm proposes the lunches and meet-and-greets, remembers who's a pizza office and who's a salad office, suggests the venue, and books it on the calendar. The relationship work you'd do if there were more hours — teed up, not skipped.
The book belongs to the practice
Every referrer carries its own relationship intel — preferences, families, the little things worth knowing. When the person who knew everyone leaves, everything they knew stays. Your referral book is an asset the practice owns, not a memory that walks out the door.
One flat fee, no per-referral compensation, ever
A single predictable monthly price — no success fees, no percentage of anything. Nothing in KeepWarm pays anyone for sending business your way. In healthcare that keeps you clear of Stark and Anti-Kickback exposure; everywhere else it keeps the same clean line.
Free Territory Report
See every potential referrer in your radius — before you decide anything.
We pull every potential referrer around you from public registries and plot them on one map: who already refers, who's cooling, and who never has. Not a purchased list — the real map. It's free, and there's no card.
Built for referral-driven businesses
Where the referral channel decides the business.
Start with the map. It's free.
See every potential referrer in your radius before you decide anything. No obligation, no card — just your Territory Report.
Get your free Territory Report