CRM & Data
Referrals stem from experience, not rewards.
How to turn satisfied customers into your business's cheapest, most reliable channel, the classic member-get-member model.
PDF guide (21 pages) + Excel spreadsheet · Free
The guide and spreadsheet are currently in Portuguese.
Who it is for
- Many customers say they refer you, but you don't know how many actually do.
- You have never asked for referrals in an organized way.
- The referred customer has no incentive to get started.
- You don't track how customers found you.
- Your customer acquisition cost rises while referrals remain flat.
What you get
The PDF guide
PDF guide (21 pages) featuring an end-to-end example: Architecture · Economics · When to ask · Program rules · Tracking · Scorecard · Ranking and adjustments. Concludes with a one-page summary, common mistakes, a glossary, and a launch-day checklist.
The Excel spreadsheet
Excel spreadsheet with 7 connected tabs, pre-filled with an example (FitBox, healthy meal delivery subscriptions): Economics · Moments · Program · Tracking · Scorecard · Ranking · Dashboard. Simply replace the yellow cells with your own numbers and the rest calculates automatically, complete with green, yellow, and red status indicators.
How to use it
- 1
Ask at the right moment
right after a successful delivery, with a straightforward request.
- 2
Track every referral
who referred, who arrived, and whether they converted into a customer.
- 3
Review the monthly scorecard
referrals, conversions, and cost per referred customer.
What changes in your business
Referrals become a measurable, predictable channel, bringing in customers who already trust you at a lower acquisition cost.
Frequently asked questions
What is member get member?
It is a program where existing customers refer new ones, typically offering a benefit to both the referrer and the newcomer.
Do I need to offer rewards to get referrals?
Not necessarily. The foundation of referrals is experience. Rewards help prompt action and show appreciation, but they cannot replace a satisfied customer.
How do I measure referrals?
Track the source of every customer ("how did you hear about us?") and monitor how many referrals convert into customers each month.
Other tools on this front
Free material
Where does your growth stall?
A practical 60-minute diagnostic to run with your leadership team. Walk away with your bottleneck, the evidence, and a 7-day plan.