Skip to content

Customer referrals

Customer referrals invite a Customer’s peers after a delivered outcome and pay the reward only on the peer’s paid, unrefunded Order.

Customer referrals invite a Customer’s peers right after a delivered outcome, when the Customer has something true to say. The reward pays only on the peer’s paid, unrefunded Order.

Ratings

DimensionRatingReads
Scalability3 of 5medium: higher grows further with spend or automation
Cost2 of 5low: lower costs less per Customer
Latency3 of 5medium: lower answers sooner

Budget

PropertyValue
Tier$0
Minimum effective budget$0 a month

How it runs

The invitation fires on the Customer’s own success Event, not on a calendar. Rewards are scheduled after the refund window, and a change to the reward schedule waits its delay window.

Processes

Runs as Retention, accountable to the Marketing Team.

Fits

FitsValue
Familydemand
ShelfCompound: builds an engine that keeps growing (Grow)
MovesReferral share
Motionsb2b, b2c, b2d
VenuesGmail, Outlook, Yahoo Mail, LinkedIn, X
StatesRepeatable, Scale

Loop

StepValue
HypothesisInviting peers right after a delivered outcome raises referral share more than inviting at signup.
MeasureReferral share over 90d, at least 30 observations
LearnThe learn step reads the Readout, records Evidence and a Decision, and drafts the next Variant.

Example

A Startup selling tax filing as a service asks each Customer for a Referral the hour their return is accepted. Referred filers make up 23 percent of new Customers in the second season.