Referrals

Winning warm introductions from customers and the wider network instead of cold touches: how to ask, the programs and incentives behind it, the advocates who make it work, when to ask, and how to track what it brings.

How and whom to ask for an introduction, and the wording that makes it easy to say yes.

• Handling declined introduction requests
• Introduction request scripts
• Permission-based introductions
• Selecting introduction sources
• Specific introduction requests

Finding and nurturing the customers who will vouch for you, and using them for intros and case studies.

• Customer advocacy consent
• Customer advocate engagement
• Customer reference programs
• Identifying customer advocates
• Recruiting customer advocates

Designing a referral program: what to offer, to whom, and how to keep it from feeling transactional.

• Referral eligibility and qualification
• Referral fraud prevention
• Referral incentive models
• Referral program economics
• Referral program terms
• Referral reward fulfillment
• Two-sided referral incentives

The moments a customer is most willing to refer: after onboarding, after a win, after a renewal.

• Feedback-triggered referral timing
• Onboarding milestone referral timing
• Post-success referral timing
• Referral request frequency
• Renewal referral timing
• Support-resolution referral timing

Attributing referred pipeline, rewarding the referrer and reporting what referrals contribute.

• CRM referral data management
• Referral attribution models
• Referral links and codes
• Referral pipeline reporting
• Referral source capture