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Template Level 5

Referral Program Designer

Design your referral system. Incentives, timing, ask scripts.


How satisfied are your current clients on average?

1 10 5

What will you offer clients who refer new business?

What is the specific reward? E.g. "10% off next project" or "50 gift card"

The best moment to ask depends on your client relationship.

Write the exact words you will use when asking for a referral.

How many referrals do you want to generate each quarter?

How will you keep track of referrals and rewards?

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