Referrals Pipeline Overview

Referrals Pipeline Overview

This guide provides a quick look at the stages in the Referrals Pipeline, from the initial referral request to the final service delivery.

1. New Referral Request

• Description: A new referral is submitted by a customer.
• Actions:
  • Capture referral details (name, contact, offer).
  • Send a thank-you confirmation email to the referrer.
  • Notify your team about the new referral.

2. New Referral Lead

• Description: The referral is now a lead and needs to be contacted.
• Actions:
  • Assign the referral to a team member.
  • Send an introductory email/SMS to the referred person.
  • Track engagement (opens, clicks).

3. Referral Contacted Us

• Description: The referred person has reached out or shown interest.
• Actions:
  • Log the inquiry and schedule follow-up.
  • Send follow-up info (service details, next steps).
  • Engage the referral to move forward.

4. Referral Booking Requested

• Description: The referral is ready to book a service.
• Actions:
  • Confirm the booking details with the referral.
  • Send confirmation reminders (email/SMS).
  • Prepare for the scheduled appointment.

5. Referral Booked

• Description: The referral has officially booked the service.
• Actions:
  • Confirm the appointment and send reminders.
  • Update the calendar and service details.
  • Prepare for the service delivery.

6. Referral Serviced (Won)

• Description: The referral has received the service and the opportunity is marked as won.
• Actions:
  • Mark as won in the pipeline.
  • Send a thank-you email to both the referrer and the referred.
  • Trigger reward notifications for the referrer.