Concierge onboarding

You're not setting this up alone

Every Referral Rock plan comes with a dedicated program advisor who guides you from your first call through go-live, and keeps improving the program long after. Not a help doc and a login.

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We don't just hand you software

Other software may promise Plug'n Play, but every business is different enough that a template won't always work. We get as close to done-for-you as possible while keeping you in charge.

Every Referral Rock customer gets:

A dedicated program advisor
Reward recommendations based on your audience
Tailored program & campaign messaging written for you
Technical integration assistance as needed

Referral Rock concierge onboarding services

The onboarding process

Go live with an advisor guiding every step

Onboarding is a guided path with a real person beside you. Here is what it looks like from your first call to the day you go live.

1
Kickoff call
A working discovery session, not a sales pitch. We dig into your business, your audience, and how you actually win customers, then leave with a shared plan: your reward strategy, your referral flow, and the systems we will connect.
2
Program build
Our implementation team builds the first version of your program from that plan. Your logo, colors, reward rules, and member portal get configured, and any starter member lists get loaded.
3
Messaging and configuration review
A live session to walk through the built program together. We make changes on the spot, and you sign off on the messaging, design, reward rules, and invitation emails before anything goes out.
4
Integrations and tracking
We connect your CRM, e-commerce, email, or billing tools so referrals and member activity flow correctly, and set up conversion tracking so results are measurable from day one. When automation tools need configuring, we do it hands-on with you.
5
Go-live readiness audit
Before you go live, your advisor audits the whole program against best practices: configuration, messaging, reward rules, tracking, and data mappings. You go live with the rough edges already found and fixed.
You go live
Your program goes live, and your advisor does not hand you off and disappear.

The honest version

We can't call it 100% done for you. Every business is different enough that a template won't always work, and we want the program to actually fit yours. What we can say is that we get as close as possible while keeping you in control of the decisions that matter.

After you go live

Keep a team in your corner long after you go live

Going live is a milestone, not the finish line. We keep monitoring, auditing, and refining the program against real data, and the support around you continues.

Check-ins and optimization audits

Regular reviews of real program data to spot what to adjust and where to grow next.

New features and training

Stay current on new releases, and get trained on the ones that take work off your plate.

Knowledge base

A detailed, searchable help center for immediate answers whenever you need them.

Support chat

Fast answers from our support team over chat and email, whenever you need them.

Common questions

Concierge onboarding, answered

Yes. A dedicated program advisor comes with every plan. It is not gated to premium tiers or sold as a separate package.

Your advisor is your single point of contact from kickoff through go-live and beyond. They run discovery, design your rewards and messaging, guide the build and integrations, audit the program before you go live, then keep reviewing performance and suggesting improvements once it is running.

A few brand basics get you going: your logo, brand colors, and any brand guidelines, plus initial member lists if you are seeding the program with existing customers. Your advisor handles the build from there.

Most programs go live without engineering help, so the timeline is usually weeks rather than months. Your advisor helps you design the reward, the messaging, and the tracking so you go live with a program that fits your business.

No for standard programs. The reward rules, branded portal, share messages, and landing page are all built without code. Advanced setups, like API or webhook-based CRM stage triggers and custom reward logic, can call for technical resources.

Most referral and member data flows through your CRM, e-commerce platform, email tool, or billing system. Referral Rock connects to these through native integrations and Zapier, and your advisor helps map the data so referrals move correctly through your process.

The relationship does not end when you go live. Your advisor monitors early performance, audits the program against real data, suggests changes, and keeps you current on new features, with periodic check-ins even once the program runs smoothly.

Customer reviews

What customers say about onboarding

Solid out of the box product features, many ways…

Solid out of the box product features, many ways to connect and technically set up the platform to get what you need. Extraordinary account manager and technical support which is extremely r…

Ryan S.

Owner and Executive Director, Waking Soul

The best thing about Referral Rock has been the…

The best thing about Referral Rock has been the step by step assistance to set everything up. You have an account manager assigned to help you with one on one assistance available at the cli…

Casey L.

Operations manager

Really helpful staff, plus brilliant, flexible technology that is easy to set up and use

Really helpful staff, plus brilliant, flexible technology that is easy to set up and use. Their one-click sign up function is awesome. The client support is great! The staff are so friendly…

Zara P.

Marketing Manager, BiteSize Bio

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Ready to design your program with an advisor?

Book a demo to meet the team, or start a free trial and we'll help you build from day one.