Priming
Referral Priming is how we introduce our referral program to new clients in a way that creates excitement & urgency, but without pressuring them or making them feel weird. This is the warm-up
Step 1 - Seed Your Referral Program
The sales person should hype them up about the referral program in a way that piques curiosity and excitement. This can be done on the sales call (after the close) and in less than 1 minute.
Placement:
Sales Call
Owner:
Sales
Manager:
Sales Manager
Action Type:
On Call
Seeding Script
"I’m excited for you and I know you’re going to crush it. Now you should’ve just received a text and email with a gift survey on it. Let me know if that came through?
Perfect, so I need a big favor. We can’t send your welcome gift until this survey is done. It has you customize your welcome gift, program gifts and future referral rewards. It should only take a couple of minutes, but I don’t want to hear it from Chad and the team if they see it hasn’t been done by tomorrow morning.
Would you be able to complete that for me right after this call?
Awesome, thank you."
Seeding Voice Clip Example
Step 2 - Send Welcome Gift Survey
The sales person should hype them up about the referral program in a way that piques curiosity and excitement. This can be done on the sales call (after the close) and in less than 1 minute.
Placement:
Post Sale
Owner:
CSM
Manager:
CSMM
Action Type:
Survey
How To Use Gift Survey/SOP
Step 3 - Introduce Your Referral Program
An onboarding call tends to be the ideal place to officially introduce your referral program & the referral bonus. This is the most important part of your entire referral process. This is the ONE thing.
Placement:
Onboarding Call
Owner:
CSM/Coach
Manager:
CSMM
Action Type:
On Call
Compensation
5%
