What You Provide (This Takes You About 20 Minutes)

Before we configure anything, we need four things from you. No login credentials, no settings pages, nothing technical. Budget 20 minutes and you're done with your part.

Your preferred reward type and dollar amount — cash, gift card, or service credit, and the specific payout. Example: a $50 Visa gift card for every referred job that books and completes. If you're unsure what amount to run, we'll advise based on what works in your trade.
Your job completion trigger — just tell us the name of the calendar or scheduling tool you use to mark jobs done. We map the trigger on our end. You don't touch any settings.
Your existing customer list, if you want a retroactive campaign firing in week one. A CSV or a basic export from your current system works fine — no formatting required. No list? The system still activates and fires on every new completed job going forward.
Your business name and the phone number you want referral replies routed to — the name that appears on the SMS and the line your customers respond to.

Hour 0–4: We Configure the Referral Sequences

The moment your intake form is submitted, configuration starts. No client action required during this window.

Here's what happens on our side in the first four hours: The unique referral code logic is built — each customer gets their own trackable code so every referred job traces back to the right source. The job completion trigger is mapped to fire the referral SMS automatically the moment a job closes in your calendar. The referral SMS sequence is written with your business name, your voice, and your reward amount — a two- or three-touch sequence that asks for the referral, confirms the code, and follows up once if the customer didn't act on it. The reward fulfillment trigger is connected so that when a referred contact books and completes a job, the reward fires without anyone on your team touching it.

By hour four, the sequence exists, the trigger is mapped, and the copy is ready for review.

Hour 4–24: Reward Fulfillment and Attribution Setup

Once the sequences are built, we move into fulfillment and attribution verification. This is the phase that proves the system doesn't just send texts — it actually tracks and pays out the right reward to the right customer.

A test job completion trigger is fired against a staging environment. We verify the referral SMS fires at the correct delay window, that the unique code in the SMS is the right one for that test contact, and that the reward fulfillment trigger activates when a simulated referral books. Attribution tracking is confirmed: every referred booking gets tagged to the source customer so your monthly report shows exactly who sent you work.

Opt-out handling is verified — any customer who replies STOP is immediately removed from the sequence and will not receive further messages. Quiet hours are set per your state's commercial SMS rules, which means the system never sends a referral ask at 11pm.

When this phase is complete, you receive an SMS confirming the system is ready for final testing.

Hour 24–48: Testing and Live Handoff

At the 24-hour mark, we run the live test protocol.

We fire a test job-complete trigger with a real test contact. The referral SMS sends. We verify the code is unique, the message reads correctly with your business name, the reward trigger activates on simulated referral completion, and the opt-out path functions. Every confirmation is logged.

You receive the test message to your business phone so you can read exactly what your customers will see. One review, one approval — the system goes live. No dashboard login required. No settings to confirm on your end. If you want a word changed in the SMS copy, we change it before launch at no additional charge.

Once you confirm, the system activates against your live job completion trigger. Every job you mark complete from that point forward generates an automatic referral ask. The 48-hour clock stops here.

Day 3: Your First Real Referral Ask Goes Out

By day three, you've completed at least one real job. The moment it closes in your calendar, the referral SMS fires automatically — your customer gets a message with your business name, their unique referral code, and the reward details. No action from you.

You can see it happened in your SMS conversation thread for that customer. It shows as sent. You didn't write it, schedule it, or approve it — it just ran.

That's the moment the system proves itself. Not a demo, not a test trigger — a real customer who just had a good experience getting a real referral ask with a real incentive to send their neighbor or coworker your way.

If you opted into a retroactive campaign, the first batch of messages to your existing customer list also fires in this window. For what referral program automation covers end to end, see the full product page.

Ongoing: What We Monitor So You Don't Have To

After the system goes live, the agency operates it — you don't. Every month, a plain-language summary lands in your inbox: referral asks sent, referral bookings attributed, estimated referral revenue. No dashboard login, no spreadsheet to read.

Referral send rates monitored — we verify the sequence fires on every completed job and flag any gaps before they cost you a referral.
Opt-out list maintained — any STOP reply is processed immediately. You're never at risk of messaging someone who opted out.
Reward fulfillment verified — every earned reward is confirmed to trigger and process. If a fulfillment step fails, we catch it before your customer notices.
Monthly report delivered — how many asks sent, how many bookings attributed, estimated referral revenue. Plain English, no login required.

Book Your Setup Call — 48 Hours to Live

You've seen the full process. Twenty minutes of your time. 48 hours to live. Every completed job automatically asking for a referral — no dashboard, no manual sends, no chasing past customers.

The guarantee stands: $5,000 recovered in 60 days or you don't pay. Book your setup call — live in 48 hours and we'll walk you through the four things we need from you to get started. That's the whole first step.

Frequently asked

What do I actually need to provide to get the referral program set up?

Four things: your preferred referral reward type and dollar amount, the name of the scheduling tool you use to mark jobs complete, your existing customer list if you want a retroactive campaign (any format, optional), and your business name and phone number. No login credentials, no settings access, and no technical knowledge required. The entire configuration is handled by the agency.

How long does the setup take from my side?

About 20 minutes. You fill out an intake form with those four items. After that, the agency handles all configuration over the next 48 hours. Your only other touchpoint is reviewing and approving the test referral SMS before the system goes live — a single text reply to confirm.

What does the referral SMS look like to my customers?

The message goes out under your business name after a job is marked complete. It tells the customer their unique referral code, explains the reward amount, and gives them a simple way to share it. The copy is written in your voice during the configuration phase. You review the exact message during testing before anything sends to a real customer.

How do I know the referral system is actually working after it goes live?

Two ways. First, you can see the referral SMS in your conversation thread for each customer — it shows as sent after every completed job. Second, you receive a monthly plain-language report showing referral asks sent, referred bookings attributed, and estimated revenue. No dashboard login required.

Can the reward amount or SMS copy be changed after launch?

Yes. If you want to adjust the reward amount, update the copy, or change the trigger timing, contact the agency and we make the update on our end. There's no self-service configuration required from you — all changes are handled the same way the original setup was.

What Goes Live in 48 Hours: Your Referral Automation Setup, Step by Step