How SIR Glass unlocked 30+ new sales a month with Referral Rock

SIR Glass replaced manual spreadsheets and forms with an automated referral program that integrates with their CRM


New referral sales generated each month


# of hours saved on manual work each week


Surrounding counties and cities that SIR Glass serves
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United States


"Referral Rock's integrations, their obsession to be on the leading edge, the customization and flexibility, have saved me hours of manual work each week and thousands of dollars — all without being locked into a long-term contract."
Shaun Dewitt, Owner

Switching from manual processes to automation ✅

SIR Glass, an auto glass repair company based in Portland, Oregon, knew the power of partner referrals in growing their business. But the manual program they were running using Google Sheets and Forms was complicated to manage and hard to scale.

“We didn’t provide any tracking or transparency to our partners, and distributing gift cards was a nightmare even though we handled these all online,” says owner Shaun Dewitt.

Shaun chose Referral Rock to scale up his program because it could integrate with the company’s CRM system (ServiceM8) and accommodate a multi-step sales process. It also offered automated reward fulfillment through PayPal, which aligned with how SIR Glass partners wanted to be paid.

Using Zapier to connect Referral Rock and ServiceM8, here’s the SIR Glass referral process:

SIR Glass partner joins the referral program
The partner adds a referral and it automatically goes into the ServiceM8 CRM with a “pending” status
The referral gets a service quote and is updated in ServiceM8 to a “qualified” status
The referral purchases the service and is updated in ServiceM8 to an “approved” status
Partner is paid a cash reward via PayPal

This new process creates a professional, transparent experience for partners, who can easily track the status of their referrals and get rewarded when those referrals purchase ($10 for Chip Repairs, $20 for Cash Replacement, and $40 for Insurance Replacements).

Scaling up while saving time and money 🚀

With the new partner referral program in place, SIR Glass is generating 30+ new referral sales each month and continuing to scale. Shaun and his team personally invite partners to the program and distribute laminated cards with easy instructions on how to join.

He estimates they save 4 hours of manual work a week and thousands of dollars by switching from a manual to an automated program, and hopes to expand to a customer referral program next.

“Referral Rock’s customer success team is outstanding,” says Shaun. “Make sure you get help setting up everything the right way from the beginning, so you can have a system that scales when rolling out to new members.”

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