Turn satisfied clients into new business.
Photographers, tutors, accountants, and local agencies all grow the same way: one client tells another. REFERX makes that repeatable instead of accidental.
When to ask for the referral
Timing does most of the work. REFERX lets you send the ask at the moment goodwill is highest, to everyone at once.
- Right after delivering the work
- A client who just got great results is the easiest ask you'll ever make.
- When a retainer renews
- A renewing client already trusts you enough to keep paying. Ask who else should.
- After a strong review
- Pair the referral ask with the review ask in the same message.
Your offer
“Refer a client and earn $100 when they sign on.”
Set it once in REFERX. Every campaign and referral page uses it automatically.
Illustrative example
If 42 referred customers convert at an average of $1,200:
- Revenue from referrals
- $50,400
- Rewards paid out
- $4,200
- Cost per acquired customer
- $100
An illustration, not a REFERX average. The figures are yours to change in the calculator.
What this fits
Your dashboard
Harper & Lane Accounting
Last 90 days · sample data
Referral revenue
$50,400
Referrals generated
126
Closed referrals
42
Rewards paid
$4,200
Return on rewards
11.0x
Pipeline
Referrals in flight right now
| Referral | Revenue | Status | |
|---|---|---|---|
| Jordan Ellis | Dana | $1,900 | Won |
| Naomi Frost | Priya | $500 | Won |
| Elliot Vance | Sofia | — | Quoted |
| Rafael Moreno | Sofia | — | Contacted |
Your customer's phone
Dana, your $100 referral reward from Harper & Lane Accounting is here:
Claim your $100 reward
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