Case Study: Alex Branning
How a software founder engineered a referral engine using automated onboarding, strategic appreciation, and personalized direct mail — resulting in thousands of new users and unstoppable organic growth.
This is Referrals done the PRRRR way — value-rich, relationship-driven, and engineered to make clients so delighted they can’t help but refer.
Key Outcomes
How Alex Built an Automated Referral Machine
25,000+ Welcome Cards
Automated onboarding that delights new users and starts the relationship strong.
Referral-Ready Clients
Appreciation brownies + personalized cards create advocates who happily spread the word.
Social Share Momentum
Clients post their gifts online, organically growing Agent CRM’s reach and influence.
Engineered Referrals
Alex built targeted referral campaigns for insurance agents, realtors, coaches, and more.
Overview
Alex Branning built Agent CRM to help business owners automate their follow-up, grow faster,
and simplify their marketing. But as his client base expanded, Alex needed a relationship engine
— something that would build trust, increase loyalty, and spark ongoing referrals.
Enter Mailbox Power.
Alex created automated welcome cards, appreciation gifts, reactivation campaigns,
and referral sequences that run 24/7 without manual work. His clients feel valued,
seen, and supported — which makes them eager to recommend him to others.
The result is a referral ecosystem powered by personalization, consistency,
and smart automation.
“Mailbox Power helps us stay connected, appreciated, and top-of-mind. Our referral system is automated — and it works around the clock to bring in new clients.”
How Alex Engineered Referrals
1. Automated welcome cards
Every new client receives a personalized greeting card with photos of the support team.
2. 90-day appreciation gifts
Brownies, postcards, and gratitude messages — zero ask, pure value.
3. Targeted referral request cards
Tailored for insurance agents, realtors, coaches, or entrepreneurs based on their industry.
4. Smart reactivation mailings
“We miss you” postcards that revive old users and generate renewed interest.
5. CRM + Mailbox Power automation
Agent CRM triggers mailing events instantly — no manual steps, no missed opportunities.
