There are 3 ways to use the Referral Rocket system to collect referrals:

1. Active Mode: This is where your staff will actively ask clients in the if they'd like to refer their friends. This is how you collect the highest amount of referrals.

2. Boost Mode: This is where you will text your database asking if they would like to refer. This is how you can create a massive influx of referrals at one time.

3. Passive Mode: This is where you will send clients home with a referral card and/or a link to refer their friends on their own time. This method takes the least work but won't produce as many referrals as Active Mode.

The best times to ask for a referral are after a treatment, or at checkout.

Here is how to ask:

“Have you heard about our new referral program?”

>> No I haven’t

“Its’ a great way to get some free bonuses for introducing our clinic to your friends/family. Every time a friend you refer comes into the clinic, you both get a $100 treatment credit. We even give a [referral incentive] just for filling out a referral form. Would you be interested?”

>> Sure

“The way it works is we send your friend a quick text with a credit, and when they visit, you get a credit too. Do you have anyone off the top of your mind that might be interested? Some of our clients like to check their recent text messages to jog their memory.”

>> Yep I have someone!

At this point, you can either give the person the collection sheet, or have them fill out the referral page.

>> No I can’t think of anyone right now

“No worries! We actually have a card you can take home so you can submit referrals on your own time. Would you like one?”

Alternatively, you can give the customer an iPad with the referral page, or have them scan your QR code to access it on their phone.

Take a selfie with the client, you can say: “people don’t like texts from strangers and would rather see a picture of your beautiful face!”

Below is an example of a client selfie. Have fun with this part!

Access your submission page through the QR code (found in your Collab Doc), or through your GHL account.

Boost Mode utilizes the Booster Shot system to send a text our to your database with your referral offer. This is a great way to let your entire database know of your offer and generate and instant surge of referrals.

To use Boost Mode, submit a booster shot request here.

With passive mode, you send clients home with a referral card and they submit it independently. You can hand them out to clients when they can’t think of anyone on the spot to refer, or place them around your office.

❗ Clients are less likely to refer friends if you send the home with the card rather than having them complete it in office. Passive mode should be used on top of Active mode, not in place of it.

1. Our system will warm up new referrals, and notify you when they are HOT!

2. Contact Hot Leads as soon as they come in. Don’t wait a day, and hour, or even 15 minutes. Try to contact each Hot Lead within 5 minutes. The sooner the better.

3. Visit the Hot Lead & Appointment Booking Workflow for further instruction on contacting Hot Leads.

4. When a referral makes a purchase, move them to them as “WON” in your opportunity pipeline. To mark opportunity as WON:

1. Go to “Track Leads” and open the contact opportunity card

   

2. Under status, select “Won”, and click “update”

   

3. When you mark an opportunity as “WON”, a text will be sent to the person who referred the new customer, notifying them that their referral has made a purchase, and they have 90 days to use their new credit.

   Referral purchase notification text:

   Congrats [contact]

   Your friend [referral name] has made a purchase! Thank you so much for the referral!

   Your account has now been credited with $100!

   This credit is valid for 90 days, please call us to book! :)