When to ask your customers for a referral? - Kalungi

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Every place a page here uses this source, in the order the words come in it.

1. “You can make this part of a “post-purchase survey” and only ask the people who give you a positive experience rating to refer to others.” A “post-go-live survey” can again help weed out some clients who may need more support before asking them. Do an annual customer health check. Make this a value-add service provided by your customer success managers after the health check is a great opportunity to send out another referral request. When your customer pays is another natural moment to send a note that they can share with others to benefit from. You can make it interesting for your clients by providing a benefit (discount? special access?) for each successful referral. Bottom line? Every B2B SaaS Company should have an “always-on” referral campaign running all the time.

   In Feedback-triggered referral timing

2. “They need to be live before we ask for a referral” A “post-go-live survey” can again help weed out some clients who may need more support before asking them. Do an annual customer health check. Make this a value-add service provided by your customer success managers after the health check is a great opportunity to send out another referral request. When your customer pays is another natural moment to send a note that they can share with others to benefit from. You can make it interesting for your clients by providing a benefit (discount? special access?) for each successful referral. Bottom line? Every B2B SaaS Company should have an “always-on” referral campaign running all the time.

   In Post-success referral timing

3. “I want to upsell them more. Let’s do that first before we ask for a favor” A “post-go-live survey” can again help weed out some clients who may need more support before asking them. Do an annual customer health check. Make this a value-add service provided by your customer success managers after the health check is a great opportunity to send out another referral request. When your customer pays is another natural moment to send a note that they can share with others to benefit from. You can make it interesting for your clients by providing a benefit (discount? special access?) for each successful referral. Bottom line? Every B2B SaaS Company should have an “always-on” referral campaign running all the time.

   In Post-success referral timing

4. “The reality is that you can always find reasons why people will not be receptive to a referral request.” A “post-go-live survey” can again help weed out some clients who may need more support before asking them. Do an annual customer health check. Make this a value-add service provided by your customer success managers after the health check is a great opportunity to send out another referral request. When your customer pays is another natural moment to send a note that they can share with others to benefit from. You can make it interesting for your clients by providing a benefit (discount? special access?) for each successful referral. Bottom line? Every B2B SaaS Company should have an “always-on” referral campaign running all the time.

   In Post-success referral timing

5. “Ask your customers if anyone else can benefit from their decision right after they bought.” A “post-go-live survey” can again help weed out some clients who may need more support before asking them. Do an annual customer health check. Make this a value-add service provided by your customer success managers after the health check is a great opportunity to send out another referral request. When your customer pays is another natural moment to send a note that they can share with others to benefit from. You can make it interesting for your clients by providing a benefit (discount? special access?) for each successful referral. Bottom line? Every B2B SaaS Company should have an “always-on” referral campaign running all the time.

   In Referral request frequency

6. “You can make this part of a “post-purchase survey” and only ask the people who give you a positive experience rating to refer to others.” A “post-go-live survey” can again help weed out some clients who may need more support before asking them. Do an annual customer health check. Make this a value-add service provided by your customer success managers after the health check is a great opportunity to send out another referral request. When your customer pays is another natural moment to send a note that they can share with others to benefit from. You can make it interesting for your clients by providing a benefit (discount? special access?) for each successful referral. Bottom line? Every B2B SaaS Company should have an “always-on” referral campaign running all the time.

   In Referral request frequency

7. “You can automate the process. Use your marketing automation to set up a workflow that kicks in as part of the customer nurture.” A “post-go-live survey” can again help weed out some clients who may need more support before asking them. Do an annual customer health check. Make this a value-add service provided by your customer success managers after the health check is a great opportunity to send out another referral request. When your customer pays is another natural moment to send a note that they can share with others to benefit from. You can make it interesting for your clients by providing a benefit (discount? special access?) for each successful referral. Bottom line? Every B2B SaaS Company should have an “always-on” referral campaign running all the time.

   In Referral request frequency

8. “The same goes for a B2B software purchase decision. So don’t wait.” A “post-go-live survey” can again help weed out some clients who may need more support before asking them. Do an annual customer health check. Make this a value-add service provided by your customer success managers after the health check is a great opportunity to send out another referral request. When your customer pays is another natural moment to send a note that they can share with others to benefit from. You can make it interesting for your clients by providing a benefit (discount? special access?) for each successful referral. Bottom line? Every B2B SaaS Company should have an “always-on” referral campaign running all the time.

   In Referral request frequency

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