Complete the Referral Systems implementation checklist
mainUse this checklist to ensure your referral system is fully operational:
- Referral program is designed with trigger, mechanism, and two-sided incentive
- Referral ask scripts are written and the team is trained on them
- Referrals are asked for at the moment of peak satisfaction (not randomly)
- Referral mechanism is simple (one click, one card, one introduction)
- At least one strategic partnership is active and generating referrals
- Partner evaluation matrix has been used to identify and prioritize new partnerships
- Affiliate program is in place (if appropriate for the business model)
- All referral sources are tracked using at least two methods
- Referral dashboard is reviewed monthly
- Top referrers are recognized and rewarded beyond standard incentives
- "How did you hear about us?" is captured for every new lead and customer