Expansion Module
Referral Engine
Track and manage business from word-of-mouth
$200/mo
The Referral Engine module automates your word-of-mouth growth — systematically asking satisfied clients for referrals at the perfect moment, tracking who referred who, and keeping your referral sources engaged and rewarded.
What's Included
✓ Automated post-job referral request sequences
✓ Referral source tracking and attribution
✓ Custom referral messaging and timing
✓ Referral reward and incentive triggers
✓ Referred lead tagging and pipeline routing
✓ Referral partner nurture sequences
✓ Monthly referral report automation
✓ Multi-channel referral campaigns (SMS + email)
How it works
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Ask at the Right Moment
The system identifies your happiest clients — right after a completed job and 5-star review — and automatically sends a perfectly crafted referral request.
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Track Every Referral
Know exactly which clients are sending you business. Every referred lead is tagged and attributed, giving you clear data on your referral ROI.
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Reward Your Advocates
Referral rewards are triggered automatically when a referred lead converts — keeping your top advocates motivated and engaged.
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Compound Growth
Referred customers refer others. The system nurtures this cycle automatically, creating a compounding growth engine that never stops.