Solutions › Traditional › Referral programs
Turn happy customers into a channel.
Referrals and partner relationships are often the lowest-cost leads a company gets. We build a program that asks consistently and tracks every referral to a booked job.
What we run
✓ Customer referral program design
✓ Partner relationships with realtors and other trades
✓ Referral asks after completed jobs
✓ Reward and thank-you guidance
✓ Referral tracking in your CRM
✓ Reporting by source and partner
How we run it
Three moves, measured to jobs.
01
Design the program
A simple offer and a simple way to refer, written so your team and your customers can explain it in a sentence.
02
Ask at the right time
A request after a completed job, alongside the review request, while the experience is fresh.
03
Track and thank
Every referral tied to its source in your CRM, with a thank-you that goes out on time.
What we track
Referral programs that are accountable.
One view of results next to every other channel, measured to booked jobs and revenue.
Referrals received
Booked appointments
Cost per converted lead
Revenue from referrals
Results by partner
Repeat referrers
Works with
Part of one growth system.
Referral programs works best planned with the rest of the system. Related channels we run:
Reputation and reviews
Reactivation
Events and sponsorships
Follow-up and nurture
Reporting
CRM integration
Referral programs FAQ
Common questions.
Do we have to pay for referrals?
That is your decision. Some companies offer a thank-you or a credit, and some do not. We help you keep the program simple and consistent, and within your local rules.
Who do you ask for a referral?
Customers with a good experience, which we identify from completed jobs and review data.
Can partners like realtors be part of it?
Yes. Partner relationships get their own tracking, so you can see which ones send real work.
Not sure which channels earn their budget?
Start with a Growth Analysis. We will show you what each channel books.