Referral eligibility
Define who can participate and what qualifies as a referred enquiry or customer. Decide how existing customers, duplicate referrals and self-referrals are treated before launching the programme.
Referral Programmes
Referral programmes that turn recommendations into a clear customer journey.
Give customers a simple way to recommend your business, with transparent rewards, reliable attribution and a practical follow-up process.
Give your customers a clear way to recommend you.
Referral offer and participant eligibility rules. Sharing and landing-page journey specification. Qualification and attribution criteria.
Deliverables
Useful work, clearly defined.
Agree participant eligibility, attribution, qualifying outcomes and reward costs. Legal and tax questions are reviewed for the actual campaign and market.
- Referral offer and participant eligibility rules.
- Sharing and landing-page journey specification.
- Qualification and attribution criteria.
- Reward approval and fulfilment process.
- Programme messages and outcome reporting plan.
Invitation and destination
Prepare a concise explanation and a suitable landing or enquiry route. The prospective customer should understand the service and any material referral arrangement without being pressured by fabricated urgency.
Attribution and reward approval
Specify what evidence links a referral to a qualifying outcome and who approves the reward. An unverified form submission should not silently become a completed sale or earned benefit.
Programme review
Look at valid referrals, follow-up and confirmed rewards separately. Record exceptions so rules can be clarified without retrospectively changing a customer’s understood offer.
How the service helps
Decide what earns the reward
Customers can be willing to recommend you and still have no clear way to do it. A referral programme gives that recommendation an understandable invitation, destination and outcome. We define what qualifies, how the referral is recognised and when any reward is earned. The receiving journey helps a new prospect understand the service without relying on the referrer to explain everything. Staff can then manage the introduction and fulfil the programme consistently.
A shared link, a submitted form and a paying customer have different commercial value. Choose the qualifying event before advertising the offer. Define the treatment of existing customers, duplicate referrals, cancellations and conflicting claims. That makes attribution easier to review and reduces disagreements after someone expects a benefit.
Customers can be willing to recommend you and still have no clear way to do it.
A fictional scenario showing how the work could be approached.
Referral Programmes: an example in practice
Observation
A fictional service company receives the same prospect through two referral links.
Proposed correction
Define the attribution and approval rule before issuing a reward and keep the conflicting records visible.
Verification
Test the duplicate case so the programme does not promise two incompatible benefits.
Process
From the first review to the next priority.
Define a valuable introduction
Agree which prospect and outcome the programme is intended to encourage.
Shape the invitation
Explain the service, referral arrangement and conditions in language participants can share.
Connect attribution and follow-up
Record the referral source and assign the new enquiry to the right person.
Check and fulfil rewards
Verify qualifying outcomes, manage exceptions and review the programme’s contribution.
Suitability
Who this work is for.
Who it suits
A useful starting point
A business with customers willing to recommend it and a clear definition of a valuable introduction.
Prepare the brief
What to bring
The referral offer, qualification rules, receiving enquiry route and reward approval owner.
Project scope
Make the responsibilities clear
Agree participant eligibility, attribution, qualifying outcomes and reward costs. Legal and tax questions are reviewed for the actual campaign and market.
FAQ
Questions, answered plainly.
Should the referrer, new customer or both receive a benefit?
That is an offer-design decision. Consider what motivates each participant, the cost of fulfilment and whether the arrangement is easy to explain.
How do you handle two people referring the same customer?
Agree an attribution rule in advance and retain the relevant records. Conflicting claims should be reviewed before a reward is promised.
Can referrals be tracked in our CRM?
Where the CRM supports the required fields and workflow, referral source and qualifying outcomes can be recorded there. Integration and reporting are agreed in the project scope.
Your next step
Give your customers a clear way to recommend you.
Agree which prospect and outcome the programme is intended to encourage. We will help define the relevant work, responsibilities and next decision.