Client Referral Program Campaign
Structured referral program with unique tracking links and automated follow-up for referred prospects
What This Automation Does
How It Works
Campaign
After positive NPS or quarterly schedule
Referral Ask
Personal ask, unique link, program details
SMS
'Know anyone who needs accounting? {{referral_link}}'
Referral Page
'Referred by {{name}}' — trust signals, booking form
Submitted?
Track clicks and submissions
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
All automated communications are consent-based with opt-out compliance.