Marketing & Content
Automated Referral Request Sequence
No-Code Flow
2–4 hours
The Problem
After a completed job and positive review, automatically send a referral request sequence asking happy customers to refer friends or family, optionally incentivizing them with a discount or gift card for successful referrals.
How It Works
Input
Job marked complete and customer tagged as satisfied or 5-star review received
Transformation
Automated SMS and email sequence sends a personalized referral ask with a unique referral link or promo code; referral conversions are tracked back to the originating customer in the CRM
Output
Systematic word-of-mouth referral engine that runs without owner involvement, replacing ad-hoc referral reliance with a trackable process
ReplacesPaid ad spend that referrals would otherwise replace ($500–$2,000/month in ad budget)
PRD
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RolesOwnerMarketing ManagerOffice Manager
IndustriesHVACPlumbingRoofingElectricalPest ControlLandscapingCleaning
PrinciplesSystematize word of mouthCustomer lifetime valueLow-cost lead acquisition