Referral program
We give each customer a referral link and code and tie each friend who uses one to the new job. Rewards wait for your approval once it's booked or paid.
Free process analysis, with your solution design within 2 business days.
From a paid job to the next referral.
- 1
Each customer gets their own link.
When a job is paid, your customer gets a thank-you email with their own link and a short code for a printed card or a phone call. The message they share says they get a reward, and anyone who posts their link is asked to mention it.
- 2
The referral is tied to the job.
A friend asks for a quote or books through the link, or types the code on your form. The new request shows which customer sent it in your referral list, and in your job software or CRM where it accepts requests from outside apps.
- 3
Rewards wait for your approval.
When the friend's job is booked or paid, whichever you choose, the reward is ready for you to approve. It comes from your own Square gift card account or goes on the customer's account as a credit. Self-referrals and friends who were already customers are held for you.
- 4
You see who sends you work.
Your referral list shows each referrer's referrals, paid jobs and yearly reward total. Customers whose link hasn't been used get one reminder by email. Texts go only to customers who agreed in writing to marketing texts, say to reply STOP to opt out, and we register your texting number for A2P 10DLC as US carriers require.
What changes for you.
Referrals show who sent them.
When a friend uses a customer's link, types their code on your form or gives it on a call, the new job shows which customer sent them.
No one has to remember the thank-you.
The reward is ready as soon as the friend's job is booked or paid, waiting for your approval.
Customers are asked while the work is fresh.
The ask arrives right after a paid job, with one reminder later if their link hasn't been used.
Doubtful referrals wait for you.
A referral from the customer's own phone, email or address, or from someone already on your customer list, is held for you to decide.
How we build yours.
- Explain.
Tell us how referrals reach you today and how you thank people for them, by voice or text.
- Map.
We map where new requests and paid jobs are recorded and where each reward would come from.
- Design.
We design the links and codes, the reward rules, the approval step and the messages customers get.
- Build.
Approve the design, and we build it on your website, connected to your job software, CRM or books where your software allows it.
Questions.
Doesn't my job software already do referrals?
Often, yes. Some job software gives each customer a referral link and shows who referred a new customer. With only a few referrals a month, a printed card and a "Who referred you?" question may be all you need, and your solution design says so when that fits. We build when the reward has to follow a booked or paid job in your own tools, when referrals come through your site, bookings, cards and calls, or when the reward is your own gift card or a credit on the customer's account.
Who isn't it for?
We don't build referral rewards for clinics or other health care businesses. Real estate, insurance and legal businesses wait until a lawyer has checked the rules on paying for referrals in those fields. We also don't run contests, sweepstakes or commission programs for affiliates or resellers.
Who gets asked to refer?
Customers with a paid job get the ask and one reminder by email, marked as promotional, with your business address and a link to unsubscribe. Texts go only to customers who agreed in writing to marketing texts, and replies of STOP are honored. US carriers require businesses that text through software from ordinary 10-digit numbers to register, which is called A2P 10DLC, and we handle the registration as part of the setup. We never message the friend, since your customer shares their own link.
What rewards can I give?
A Square gift card from your own Square account, a credit on the customer's account in QuickBooks Online, or a credit toward their next invoice if you send invoices through Stripe. You set the amount and whether it's earned when the friend's job is booked or paid. Rewards come from your own accounts and we never hold the money, though Square charges a fee on each gift card you load. A reward never depends on a review, and the ask to refer is never part of a review request.
What do I need to have?
You decide the reward, its amount, when it's earned and your program terms. We need an admin login to approve each connection, such as your job software or CRM, your books or processor and your Square account. We also need your customer list with any consents you have, your business postal address for the emails and admin access to your website. For text asks, we need your business details for the carrier registration.
Where is my data kept?
Your information is kept in a database set up only for your business, never shared with another client's.
What does a referral program cost?
The price depends on what we build, and your solution design includes a fixed price for the build. Nothing starts until you decide to go ahead, and the process analysis and solution design are free. Running costs such as email, texting if you send text asks, and hosting are covered by a monthly plan sized to your business and expected usage. Optional support is separate, and your solution design lays out both before you decide.
Get a free solution design for one process.
Tell us how you handle referrals today, and get your solution design within 2 business days.
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