Referral Tracking

What It Does

Tracks referral sources, logs who referred whom, and sends thank-you messages when referrals convert — helping you build a systematic referral program.

How It Works

1. Trigger: A new lead mentions a referral source or uses a referral link
2. Step 1: The referrer is identified and linked to the new lead in your CRM
3. Step 2: The referrer gets a thank-you email acknowledging their referral
4. Step 3: When the referred lead converts, the referrer is notified and rewarded
5. Step 4: A referral leaderboard is maintained in Google Sheets

Why It Matters

Referred leads convert 3–5x better than cold leads, but most businesses don't track referrals properly. This automation turns word-of-mouth into a measurable, repeatable channel.

Who Is This For?

• Service businesses that rely on word-of-mouth
• Companies wanting to build a formal referral program
• Anyone who forgets to thank people who send them business