Referral Factory MVP

Warm referrals in. Booked appointments out.

Upload your referral CSV, send warm outreach texts via Butch, book into Gary's GHL calendar, and auto-send the iDecide presentation link.

Step 1

Upload Referrals

Drop CSV here or click to browse

Required columns: name, phone, email, referrer

Download CSV TemplateOpen Start Here GuideView MVP Index JSONView Health JSONView Booking Handoff JSONOpen Booking Handoff TXT

Loading referrals...

How it works

The 4-Step Flow

  1. Upload CSV — Import referrals with name, phone, email, referrer
  2. Send Outreach — Butch texts each referral with a warm intro from their referrer
  3. Book Appointment — When they reply, book into Gary's GHL calendar
  4. iDecide Auto-Send — Booking triggers the iDecide presentation link via SMS

Links

Resources

Booking Calendar: GHL Calendar

iDecide Link: https://referralfactory.garylifeindex.com/idecide

Booking Handoff JSON: /api/mvp/booking-handoff

GHL Success Redirect Example: Open example redirect

Booking Handoff TXT: /BOOKING_HANDOFF.txt

Booking Handoff JSON File: /BOOKING_HANDOFF.json

GHL Success Redirect Template

/api/booking/confirm?referralId={{contact.referralId}}&startTime={{appointment.start_time}}&ghlAppointmentId={{appointment.id}}&ghlContactId={{contact.id}}&redirect=1

Simulation Guide

  • Referral Booking Link — use when you want the real booking entry point for a referral.
  • GHL Field Mapping — use when wiring or checking redirect placeholders and live values.
  • Simulate GHL Success — use when you want to trigger the post-booking redirect path without waiting on a real booking.

Start Here: Open operator guide

MVP JSON: /api/mvp

App URL: referralfactory.garylifeindex.com