Keep it simple
The best referral programs are easy to understand and easy to use. Customers should know who to refer, how to do it, and what happens next. Complicated rules discourage participation.
Brainstorm options with AI
Ask AI to suggest referral program ideas suited to your business, such as thank-you gifts, service credits, or donations to a local charity. Choose what fits your budget and any rules in your industry, since some regulated industries restrict referral rewards.
Write the messaging
- A short program description for your website
- An email announcing the program
- A text message customers can forward
- A card or flyer to hand out after service
- Thank-you messages for referrers
AI can draft each piece in a consistent voice.
Make sharing easy
Give customers something easy to share, like a link or a short message they can send to friends. The less effort required, the more referrals you'll get.
Thank referrers quickly
Thank customers promptly for every referral, whether or not it becomes a sale. Gratitude encourages future referrals.
Track results
Use a simple system to record who referred whom. AI can help you design a tracking spreadsheet.
Promote it regularly
Mention the program in emails, invoices, and conversations so customers remember it exists.
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