Referrals are the highest-trust leads you’ll ever get, they arrive already sold, price-shop less, and close faster. Most businesses know this and still leave referrals to chance, hoping a happy customer happens to mention them. You can do better by asking, at the right moment, automatically.
Ask when goodwill is highest
Timing is everything. The best moment to ask for a referral is right when a customer is happiest: just after they’ve left you a five-star review, approved a finished job, or told you they’re thrilled. Ask a week later and the enthusiasm has faded. The trick is to catch that peak every time, which is exactly what automation is for.
Set it up in Funl
Trigger a referral ask off a positive signal. If you’re already running review requests, a customer who leaves a strong review can automatically roll into a short follow-up:
“So glad you’re happy, {{contact.first_name}}! Most of our work comes from referrals, if you know anyone who could use us, send them this link and we’ll take great care of them.”
Send it by SMS or email through a workflow, and include a simple, trackable link, a booking page or short form, so referred people land straight in your system.
Track and reward
Create a “Referral” pipeline or tag so every referred contact is flagged the moment they come in. Now you can see exactly who’s sending you business and thank them, a small gift, a discount on their next visit, or a shout-out. Rewarded referrers refer again, and the loop compounds. Build it once in Funl and it quietly turns every happy customer into your best salesperson.