Referral Partner Tracking + Engagement

Referral partners are key to driving new business in the payroll and HR industry, but tracking and managing these relationships can be challenging. This milestone sets up a system in HubSpot to track referral partners, associate them with deals, and monitor their contribution to your growth. You’ll gain visibility into which partners are generating the most business, identify underperforming relationships, and automate engagement efforts to strengthen these connections. The result is a more organized and effective referral program that drives growth and saves time.

Process Summary

1. Partner Attribution Setup: Configure HubSpot properties to log referral partners and associate them with deals.
2. Custom Reports and Dashboards: Build dashboards that visualize partner performance, including deals sourced and revenue generated.
3. Engagement Workflows: Create automated workflows to send updates, thank-yous, or incentives to active partners and reengage less active ones.
4. Testing and Refinement: Test the system to ensure proper functionality and fine-tune workflows or reports as needed.

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Requirements

• A list of current referral partners, including contact information and any relevant details.
• Input on desired reporting metrics (e.g., deal count, revenue contribution, or deal stage performance).
• Collaboration to determine engagement strategies (e.g., emails, incentives, or updates).
• Access to any existing data or tools used for tracking referral partners outside of HubSpot.

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