Client Referral for Marketing & Digital Agencies
Captures and pursues referrals from existing clients, tracking them from introduction through to new business closure.
Includes provisions for Australian Consumer Law (ACL), Privacy Act compliance for customer data, and ACMA spam regulations.
Workflow Stages
Referral Capture
Record the referral details including the referred contact, context, and the referring client information.
Inputs
- Referral details from client
- Referred contact information
- Referring client account data
Outputs
- Referral record created in CRM
- Referring client thanked
- Referral assigned to sales team
Referral Qualification
Research the referred prospect and determine fit before making initial contact.
Inputs
- Referral record
- Prospect research tools
- Ideal customer profile
Outputs
- Qualification assessment
- Contact strategy determined
- Outreach plan created
Decision Points
- • Does the referred prospect meet qualification criteria?
Initial Outreach
Contact the referred prospect, referencing the mutual connection, and schedule an introductory meeting.
Inputs
- Outreach plan
- Referring client permission to use their name
- Prospect contact details
Outputs
- Outreach completed
- Meeting scheduled or declined
- Prospect interest level documented
Sales Process Engagement
Advance the referred prospect through the standard sales process with referral context.
Inputs
- Prospect meeting notes
- Standard sales process stages
- Referral context and warm introduction
Outputs
- Proposal delivered
- Negotiation completed
- Deal won or lost
Decision Points
- • Has the prospect converted to a customer?
Referral Reward and Recognition
Provide the agreed referral reward to the referring client and update tracking records.
Inputs
- Referral outcome (won or lost)
- Referral reward program terms
- Referring client contact details
Outputs
- Referral reward delivered
- Thank you communication sent
- Referral tracking record updated
Frequently Asked Questions
Can a client refer multiple prospects?
Absolutely. There is no limit on the number of referrals a client can make, and each eligible referral that converts earns a reward.
Is there a referral reward program?
Yes, referring clients receive a reward as defined by the referral program, which may include account credits, gifts, or other incentives based on the value of the referred deal.
What if the referred prospect does not convert?
The referring client is still thanked for the referral. The prospect is added to the nurture pipeline for future engagement.
Ready to implement this workflow in your business?
Our team can implement this workflow into your business operations with custom tools and training.