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Client Referral + Advocacy Program

Description

Turning satisfied clients into advocates can significantly amplify your growth efforts. This milestone sets up a structured Client Referral and Advocacy Program in HubSpot to encourage and track client referrals while recognizing and rewarding advocates. The system includes workflows to capture referrals, automated notifications for follow-ups, and processes to acknowledge and reward referrers. Advocacy efforts, such as reviews or testimonials, can also be tracked, ensuring you build a robust pipeline of client-driven growth. Reporting dashboards will provide insights into referral trends and the impact of advocacy activities.

Process Summary

  1. Program Design: Collaborate to define the structure of your referral and advocacy program, including incentive types, eligibility criteria, and desired outcomes.
  2. Referral Submission Workflow: Set up workflows to capture referrals from clients via forms or direct submissions, automatically linking them to the referring client.
  3. Advocacy Tracking: Create custom properties to track advocacy activities, such as reviews, testimonials, or social media mentions, and link them to client records.
  4. Automation and Notifications: Build workflows to notify sales or service teams when a referral is submitted and send acknowledgment emails to referrers.
  5. Reward System Integration: Set up workflows to trigger rewards for successful referrals or advocacy activities, ensuring timely recognition.
  6. Dashboard Development: Create dashboards to monitor referral activity, advocacy trends, and the overall impact of the program.
  7. Testing and Training: Test the system with sample referrals and advocacy activities, refine workflows, and train your team on using the tools effectively.

Requirements

  • Input on program design, including incentives and criteria for tracking referrals and advocacy.
  • Collaboration to create referral forms or submission workflows.
  • Access to branding and messaging materials for client-facing communications.
  • Feedback during testing to ensure the system aligns with client and team expectations.

Milestone in Action

Demo video coming soon.

Key Outcomes

  • Streamlined referral capture and acknowledgment process builds client trust.
  • Automated tracking ensures no advocacy effort goes unnoticed or unrewarded.
  • Insights into referral and advocacy trends help refine the program over time.
  • Enhanced client loyalty and engagement through meaningful recognition.