Referrals

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