FAQ · B2B

How do I systematically get more referrals?

Build a structured referral playbook with explicit asks at peak-NPS moments — not a discount-based card.

How do I systematically get more referrals?

Short answer: Build a structured referral playbook with explicit asks at peak-NPS moments — not a discount-based card.

Full answer

Most businesses talk about referrals but never engineer them. The result is a referral rate that drifts with employee enthusiasm.

What works: 1. Identify the peak-NPS moment per customer journey (post-result, post-procedure, post-purchase milestone). 2. Trigger an explicit ask at that moment, scripted by AM or automated by SMS. 3. Pair with a referral mechanic — a unique link, an introduction form, or a thank-you token (not a discount). 4. Track referral source on the new customer record so the loop closes.

Conservative result: 1-3 referrals per month per business in local-business. 0.3-1.5 per month per B2B service. The system compounds — month 12 typically produces 2-3x month 1.

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