Fill Out Custom Values

Fill Out Custom Values

1. Business Name: 
2.  
3. Business Logo: 
4.  
5. Business Description: 
6.  
7. Company tagline:
8.  
9. Domain URL:

• The domain you’re using for this subaccount

***** The format MUST be https://youdomain.com-> Make sure you have https:// before the url and also make sure there are no / or anything after the domain URL.
 

10. Agency Business Logo - System Powered By: 

11. Main Service You Provide: 

IE: Plumbing, Carpet Cleaning, Restaurant

12. Email From Name:

• The name emails will be sent from for the rewards system

13. Email From Email Address: 

• The email address emails will be sent from for the rewards system.

14. What do you call your customers ( Clients Patients Customers): 

• Different businesses call their customers something different for example, doctors and chiropractors call their customers patients, while a contractor may call their customer a client. Gyms = members, or Coaches = students etc.  

15. POINTS:

RESIDENTIAL VS COMMERCIAL

Residential or B2C customers are typical consumers, In their lifetime you can expect the average consumer to refer 2 or 3 people to your business if they happy with the service or products. While you may have outliers who refer 10+ people to your business, there are only a few customers in any business who will do that consistently. So we typically want to reward these customers with more points for the referral since they usually refer less people.

Commercial Referral Partners are referrers who own a complimentary business and may access their customer, or influencer base to refer a higher number of new customers to your business. Because they have access to a much higher number of people and may be able to refer many at one time, you may want to offer a different number of points per referral because their volume is higher. 

Of course this is up to you. 

You can use this calculator to determine how many points you want to offer and their monetary value. 

https://docs.google.com/spreadsheets/d/1zTo5m8YR3AQFZSab_BZ1Waj0jECRwj0qYsSvPTTuez4/edit?usp=sharing

16. For Service Businesses - Do you want to offer a bonus or gift for new customer: 

Can be points, or a physical item. 

– The idea behind this is that when you have a new referral and they finish up their first job, or service do they get an incentive. Such as a free bottle of shampoo, 25$ off their first service, a free appetizer? Gift card? 

If it’s a physical item you’ll need a way to deliver that item. If you have a technician that shows up at the customer’s house to clean their windows, can the technician deliver the product when they finish the job and the client pays? 

17. Points to new customer: 

Points to new commercial customer: 

Points to new customers in addition to a physical item, you can give points to a new customer once they book their first job - If you would like to give points, how many points do you want to give? 

18. Referral Invite Points: 

Commercial Referral Invite Points:

When a current customer introduces their friend to your business by supplying a phone number or email address, do you want to give that current customer points for that invite. The invitee is not a lead or a full referral yet, they’ve simply told their friend about you, using our referral form. 

19. Referral Lead Points:

Commercial Referral Lead Points:

Once that invited friend from above fills out a form, they become a lead, how many points would you like to give the referrer (your current customer) for that lead? Can be 0 if you don’t want to give points for the referral lead. 

20. Referral Points: 

Commercial Referral Points: 

Once that new referred lead becomes a customer by completing a job or service, they become a referral, how many points would you like to give the referrer for that new customer referral. 

21 Referral Terms and Conditions: 

• IE: When you refer a friend to us and they become a customer by paying for our services we will award you with points you can use toward products and services we offer.