Referral Partner Outreach Planner
A 30-day plan to win deal flow from realtors, wholesalers, CPAs, title reps and more
Install it in one line — paste a single command into Claude, ChatGPT or Cursor and it writes the skill into your project.
Free, and about thirty seconds: a work email and a six-digit code.
Downloading shares your name, firm, role, and email with The Helvetica Group. That introduction is what keeps every skill here free.
What this skill does
Builds steady deal flow from the people who see investors before you do: the agent who sells to them, the wholesaler who supplies them, the title rep who closes their cash deals, the accountant who does their taxes. Gives you who to target, what each type of partner actually gets from working with you, a 30-day contact plan and draft messages.
What it does
- Explains what each partner type needs — realtors want offers that close, wholesalers want buyers who can fund, contractors want draws paid fast
- Sets how many contacts to work from the hours you actually have, and where to find them using public sources and your own past files
- Lays out a 30-day, seven-touch plan that gives something useful before every ask
- Drafts every message for each partner type, using only the advantages you confirm are true
- Flags federal and state rules on paying for referrals (RESPA Section 8) and on marketing emails and texts before any fee, gift or co-marketing plan
When to use it
- You want more deals without buying leads
- You are entering a new market
- Your pipeline depends on a few brokers and you want more sources
- Planning your outreach before or after a conference
What to have ready
- Your market and the loans you want referred
- The advantages you can prove, such as close time or draw speed
- How many hours a week you can spend on outreach
- Whether you are considering paying for referrals (even if the answer is no)
How to use it
- Download it with the button above. You'll sign in with a work email — that's how the creator knows who is using their skill.
- Copy the install prompt from the "Run it in Claude" box, and paste it into Claude along with the file. Claude installs the skill, fills in your firm's details where the file has
[BRACKETED]placeholders, and runs a quick test with you. - Then just ask in plain English. Claude picks the skill up on its own when a request matches it. Anything it still needs, it asks you for — it won't invent a number.
"Build me a 30-day referral plan for [METRO] — we do fix-and-flip and DSCR, close in [N] days, and I have about [N] hours a week."
What you get back
A partner plan: ranked partner types, a target-list template with where to find each, value propositions, a dated 30-day calendar, draft messages for every touch, compliance flags and what to track.
Good to know
- Output quality tracks input quality. A missing figure is flagged as missing — it is never estimated to fill a gap.
- Every draft is a starting point for your own review, not a finished decision.
- Runs anywhere Claude does: the Claude app, Claude Desktop, or Claude Code.
- Nothing is sent for you, every claim in a draft comes from facts you confirm, and any payment or gift for referrals is held for review by counsel.
Legal disclaimer
This skill drafts; it does not decide. Its output is not legal, tax, accounting, appraisal, or investment advice, and using it creates no attorney-client, fiduciary, or advisory relationship. Nothing it produces is a commitment to lend or an offer to sell a security. Verify every number, date, citation, and conclusion against the source documents, and have a qualified professional licensed in the relevant jurisdiction review the work before you rely on it or send it to a borrower, investor, counterparty, or regulator. Laws, rates, and market data change. The final work product is yours.
Inside this skill
The actual file you get. Members can read it in full before saving it.
Referral Partner Outreach Planner
The best private-lending deal flow does not come from ads; it comes from the handful of people who see investors before anyone else does — the agent who sells to them, the wholesaler who supplies them, the title rep who closes their cash deals, the CPA who does their taxes. Most originators know this and still spend their week chasing borrowers one by one. This skill builds a partner program: who to target, what each partner type actually gets from you, a 30-day cadence, and the first drafts of every message.
Works for: private lenders, loan originators, and brokers on fix-and-flip, bridge, DSCR rental, and construction loans. It is specific to lender referral partners; for a general customer-referral or affiliate program, the marketplace's referral-program skill covers that pattern.
Step 1 — Intake
| Input | Required? | Notes |
|---|---|---|
| Market | ✅ | Metros, counties, or states you lend in |
| Products | ✅ | Which loans you want referred, and the one-line version of each (use your program sheet if you have one) |
| Your real advantages | ✅ | What is true and provable: close time, draw turnaround, leverage for new investors, one point of contact. Not "great service" |
| Partner types to focus on | Helpful | Default: all six in Step 2, ranked in Step 3 |
| Hours per week for outreach | ✅ | Sets list size. A realistic default is 4–6 hours |
| Existing relationships | Helpful | Past borrowers' agents, title companies you already close with — warm starts |
| Channels you use | Helpful | Email, phone, LinkedIn, text, in-person events. Texts need consent — see guardrails |
| Referral compensation you are considering | ✅ | Even "none." Drives the compliance flags in Step 6 |
| Sender details | For drafts | [YOUR NAME], [COMPANY], [PHONE], [CALENDAR LINK] placeholders |
Minimum viable: market, products, and one true advantage. Without the hours figure, plan for 40 contacts over 30 days and say so.
Step 2 — Partner types and what each actually wants
Partners refer when referring makes their deal close. Lead with that, not with your rates.
| Partner | Why they see your borrower first | What they get from you | What makes them refer | Red flag |
|---|
Reading the full skill counts as a download. The contributor receives your name, company, and email.
Ratings & reviews
No written reviews yet. If you run this on a live file, say how it went. The next lender reading this page is deciding whether to trust it.
Examination record
Run it in Claude
- Copy the install command above
- Paste it into Claude, ChatGPT or Cursor
- It writes the skill in, fills in your firm’s details, and test-runs it with you
Prefer the file? The prompt above is for a package you already downloaded.
Details
More from The Helvetica Group
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