Your happiest customers become your cheapest lead source.
Two weeks after the job, once the work has settled in and they've lived with it, the system asks for a referral and puts a real incentive behind it — the warmest leads you'll ever get.
Trigger — 14 days after Closed Won
Exactly what happens
- 14 days after the job
Wait until the work has settled
Asking the same day feels pushy. Two weeks in, they've lived with the work, shown it off, and they're genuinely glad they hired you.
- Then
Referral request + incentive
They get a referral ask with a real incentive attached — a $20 Visa gift card, a discount on future work, whatever you want to offer.
- When they refer
The referral becomes a lead
The name they send lands in your pipeline as a New Lead and runs the instant-response sequence, so a warm referral never sits waiting.
What it means for your business
No vanity metrics — just the outcomes that put more money in the business.
- The cheapest leads you'll ever get
- Referred customers close faster and haggle less
- Every finished job keeps working for you
- You never have to make the ask yourself
It knows when to stop
Every sequence shuts off the moment it no longer applies. Nobody who already booked, bought, or said no keeps getting messages.
Moved to Contacted
Stops the new-lead nurture. Once you've made contact, the automated 'haven't heard from you' messages shut off.
Moved to Date Set
Stops the new-lead nurture and hands off to the appointment confirmation and reminder sequence.
Moved to Closed Won
Stops all sales nurture and starts the thank-you, review request, and referral sequence instead.
Moved to Closed Lost
Stops all sales nurture immediately. No follow-up goes out to someone who already said no.
Moved to No Response
Stops nurture and parks the contact, so your pipeline stays clean and your numbers stay honest.
Referrals — FAQ
Do I have to give a $20 gift card?
No. The incentive is yours to choose — a gift card, a discount on their next job, a free service call. We've just found that a small, concrete reward converts far better than 'tell your friends about us.'
Why wait 14 days instead of asking right away?
Right after the job they're still processing the spend. Two weeks in, they've enjoyed the result and had neighbors ask about it. That's when the ask lands.
How do I know who referred whom?
The referral is tracked back to the customer who sent it, so you know exactly who to thank and who to pay the incentive to.
The rest of the system
Each automation is strong on its own. Together they cover a lead from the first click to the referral that follows it.
Want referrals running on autopilot?
Book a free strategy call or reach out now — call or text and we'll map out exactly where your next jobs will come from.