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Automate customer referral requests

Scenario

Customer referrals with compelling stories of success with your solution can be a significant contributor to your business pipeline. Make it easy for your customers to give referrals. Send them an automated request email
with a discount code or landing page link. Some referral programs provide incentives, while others rely on the goodwill of their customers. Run some A/B tests and roll with what works best for you.

Ask a customer for a referral after their onboarding and training are complete. You are more likely to get high-quality referrals if you wait until after they’ve had a ‘wow’ experience with your product.

Triggers

• A customer completes their onboarding and training
• A customer has seen positive results, provided positive feedback, or is showing a lot of usage activity

Actions

Send an email to the customer sharing the details of your referral program and ask them for a referral. If you don’t hear back, follow up with a call. They may give you a verbal referral and tell you to use their name and story with a colleague or friend. They may also provide contact information.