Platforms · Demand

Affiliate & Referral

Turn the word-of-mouth you already win into a channel you run — referrals tracked, rewarded, and repeatable instead of left to luck.

The goal

For a lot of local businesses, referral is the whole engine — and it's completely uncontrolled. It happens when it happens, nobody asks for it on purpose, and nobody tracks or rewards the people who send work your way. That's demand you're leaving on the table by not running it.

Affiliate & Referral exists to make the channel you already rely on into one you operate deliberately.

What it does

It tracks who refers whom, issues rewards and points for referrals that convert, and hands out coupon codes and offers — so the customer who sends you three jobs is recognized and motivated to send a fourth.

The referral flow you can't predict becomes measurable, incentivized, and repeatable.

What’s inside

Referral tracking

Attribute new work to the customer or partner who sent it — no more guessing where it came from.

Rewards and points

Issue rewards and points when a referral converts, with a points store to redeem them.

Coupons and offers

Coupon codes and offer campaigns that give a referrer something concrete to pass along.

Runs itself

The ask, the tracking, and the reward happen on rails, not on someone remembering to thank a customer.

How it deploys

Set up as a program on top of your existing customer base — no new system for customers to join, just a referral path made deliberate and rewarded.

It reads from the same CRM, so a referral, the job it produced, and the reward earned all live in one place.

Where it fits your audit

A Demand fix aimed squarely at the finding that your best channel — referral — is one you don't control. This converts it into one you do.

It needs an existing customer base to refer from, and margins that can absorb an incentive; where those aren't there, it isn't proposed.

Works alongside

Video TestimonialsCapture fresh customer proof and put it to work — so your reputation stops aging while buyers are still deciding.Business DataA 145-million-record business database that turns “the customers we want more of” into a list you can actually work.CampaignsReach the same list by message and by voice, together, on a cadence — so channels reinforce instead of firing once and going quiet.

Whether Affiliate & Referral fits your business comes out of the audit, not a sales call. It only shows up in your plan if it closes a gap you actually have.

Take the assessment