Automated Referral Tracking & Rewards
A done-for-you home services automation built for the Marketing Coordinator, connecting Twilio and Google Sheets so the work below happens on its own.
What this automation does, step by step
Every customer who completes a job is sent a unique referral link a few days after the invoice is paid, and any new customer who books through that link is automatically tagged in the CRM as a referral tied back to the original customer.
Once the referred customer's first job is completed and paid, the referring customer is automatically issued their reward (a discount code, a gift card, or an account credit) without anyone in the office having to remember who referred whom or manually process a reward.
Referral volume becomes visible on a live leaderboard instead of anecdotal, and the business can finally see which customers are actually driving new work.
- CRM or field service software
- Twilio
- Zapier or Make.com
- Tremendous or Gift Up (automated reward payouts)
- Google Sheets (referral leaderboard)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Done by hand, this depends entirely on a marketing coordinator remembering to check in, update records, and follow up, with no safety net if something slips.
With this automation
- Win-back sequences triggered by inactivity, not guesswork
- Renewals and memberships that never lapse silently
- Referral and loyalty programs that track themselves
- Segmented campaigns built from actual purchase history
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