SMART Referrals Pipeline Overview

SMART Referrals Pipeline Overview

This guide provides a quick look at the stages in the SMART Referrals Pipeline, from the initial referral request to the final service delivery.

1. New Referral Request

• Description: A new referral is submitted by a customer.
• Actions:
  • Capture referral details (name, contact, offer).
  • Send a thank-you confirmation email to the referrer.
  • Notify your team about the new referral.

2. New Referral Lead

• Description: The referral is now a lead and needs to be contacted.
• Actions:
  • Assign the referral to a team member.
  • Send an introductory email/SMS to the referred person.
  • Track engagement (opens, clicks).

3. Referral Contacted Us

• Description: The referred person has reached out or shown interest.
• Actions:
  • Log the inquiry and schedule follow-up.
  • Send follow-up info (service details, next steps).
  • Engage the referral to move forward.

4. Referral Booking Requested

• Description: The referral is ready to book a service.
• Actions:
  • Confirm the booking details with the referral.
  • Send confirmation reminders (email/SMS).
  • Prepare for the scheduled appointment.

5. Referral Booked

• Description: The referral has officially booked the service.
• Actions:
  • Confirm the appointment and send reminders.
  • Update the calendar and service details.
  • Prepare for the service delivery.

6. Referral Serviced (Won)

• Description: The referral has received the service and the opportunity is marked as won.
• Actions:
  • Mark as won in the pipeline.
  • Send a thank-you email to both the referrer and the referred.
  • Trigger reward notifications for the referrer.

Conclusion

The SMART Referrals Pipeline automates each step of the referral process, making it easier to manage and convert referrals into clients. From the initial request to the final service, this pipeline helps you track every interaction efficiently.