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Referral Program Guide

Complete this checklist quarterly to remind existing clients about your referral program through various channels.

Checklist​

  • Send Email Reminder - Send an email once a quarter to customers reminding them about the referral program

  • Check Physical Signage - Ensure posters are posted in common areas reminding customers about the referral program

  • Include in Newsletter - Ensure email newsletter always has mention of the customer referral program

Best Practices​

  • Personalize email messages when possible
  • Make referral process simple and clear
  • Offer meaningful incentives
  • Thank referrers promptly when referrals come in