Marketing

Announce a referral program

  • Est. time saved20 min once
  • Works withCopilot · ChatGPT · Gemini
  • GroupRun the Shop
  • Ref.WO-0045

Part of kit: Slow season marketing push (step 4 of 5)

Never paste: Customer names, addresses or phone numbers without permission, photos showing house numbers or license plates, review content you don't own, or ad account login details.

When to use it

When launching or reminding customers about a referral reward.

The prompt

Copy this, then replace everything in [brackets].

Write a referral program announcement.
Reward: [e.g. $50 gift card when a referral books a replacement]
Rules: [who qualifies, when paid]
Channels: [email, text, invoice footer, tech leave-behind]

Short email, short text, and a one-line invoice footer. Check that the reward complies with local rules.

Before / after

Before: Happy customers who never think to refer you.

After (example output):

Email: Know a neighbor with a tired furnace? Send them our way. When they book a system replacement, we’ll send you a $50 Visa gift card as a thank-you. Text: Refer a friend, get $50 when they book a replacement. Invoice footer: Refer a neighbor, get $50.

Tips

  • Track referrals in your FSM so rewards actually get sent.
  • Mention your town and service area. Local beats generic every time.
  • Real photos of your techs and trucks beat stock photos.
  • Review every draft before you send it. You’re accountable for what goes out.