Personal service and expertise

Our team of experts can help you get the most out of your referral program

Leverage the experience of our highly rated team that has helped over 500 clients successfully run their referral programs.  We are here to help from program design to launch and everything in between.

You have your own dedicated customer success manager to help you from onboarding to launch.

We’re here helping you along the way so you can get the most out of your referral program.

What Our Customers Say

Customer Success Package

You are assigned a dedicated customer success manager that works with you throughout your referral marketing journey. They are your coach, consultant, and project manager making sure you’re tailoring your referral program to your unique business. Our proven process helps you launch faster and improves your referral marketing results. Below is a step-by-step walk through of the key stages.

Build your program

Build a customized referral program that compliments your business messaging, design, and brand. 

  • Kickoff Meeting to develop referral plan and structure
  • Design and Marketing Audit to incorporate best practices and review your copy and creatives

Integrate your systems

Create an automated referral program by mapping out your sales process and referral workflow to determine the best integration points and methods.
  • Technical Review Call to discuss your system requirements and develop an integration plan
  • Integration Support to troubleshoot any issues
  • Testing to ensure all integrations are working correctly and information is attributed
Learn more about our integrations

Launch and optimize

Launch faster with a better referral program then optimize to improve results. 

  • Final Review and Launch to confirm promotion plans are in place and answer any final questions
  • Post-Launch Check In to review your initial results and optimize based on the data

Ongoing Support

Support doesn’t stop once you launch. We’re here helping you along the way so you can get the most out of your referral program. We provide support through multiple communication channels to get you timely answers when and how you need them.

Detailed Knowledge Base

Get immediate answers to your questions with our detailed, easy-to-search help center.

Live Chat

Chat with our support team in real-time to quickly troubleshoot.

New Feature Updates

Stayed informed with our latest features and continue to improve your referral program.

Customer Success Manager

Work with your customer success manager to optimize your program.

Unlock Your Referral Potential!