Referral Program
Review Referral Program
Lead Management
- On a daily/weekly basis, the REFERRED customer lead should be reached out to. These leads are on the Hubspot Pipeline: Referral Code Campaign;
- When a lead installs omnivore, extend the expiry date of their free trial to 60 days.
- Need to set up an alert e.g Slack message that a referred customer lead has come in (when deal hits the board)
- Need to set up a report/email - has a referral code, is a customer for 3 months ithen we get notified so that we can reward the referrer.
Referral Factory
- Login: acarroll@omnivore.co Barangaroo22$
- The Referred customer is the deal and the Referrer is the contact in Hubspot
- Use RF to track who was referred by who.
- Issue is if there is a different name in Omnivore to sign up
Rewarding the Referrer
- Login to Referral Factory each month and issue a $100 voucher provided the seller is still active. Check that 3 invoices have been paid by the Referred customer.
Challenge:
A referred customer should be marked in Omnivore e.g a tick box to say referred customer;