How do I ask for referrals automatically in TactStack?
Short answer
Trigger a referral ask a few days after a job closes well, right behind your review request, with a link that makes introducing someone effortless. Track who referred whom on the contact record, thank them fast, and report on referral revenue so you know what the program is worth.
Before you start
- A signal for a job that went well, like a five-star review.
- A referral link or simple form.
- A reward you can honor consistently.
- A field to record who referred whom.
Step by step
- 1
Trigger on evidence, not on every job
Ask people who left a good review, paid without friction, or replied warmly.
Asking an unhappy customer for a referral makes things worse.
- 2
Wait for the right moment
A few days after completion, once the result has proven itself but the memory is fresh.
Same-day asks land before the customer has anything to vouch for.
- 3
Make sharing one tap
A short link they can forward, plus a pre-written message they can paste into a group chat.
Friction is why most referral programs never produce anything.
- 4
Record the referrer
Capture who sent them on the new contact so the credit is unambiguous.
Unrecorded referrals cannot be thanked, rewarded, or measured.
- 5
Thank them immediately
Automate the thank-you the moment a referral is logged, and again when it turns into a job.
Fast recognition is what produces the second referral.
- 6
Report on referral revenue
Track jobs and dollars from referrals per quarter alongside your paid channels.
Referral is usually your cheapest channel and the last one anyone measures.
What good looks like
- Referral asks happen without anyone remembering.
- Referrers get thanked the same day.
- Referral revenue becomes a number, not a feeling.
- Happy customers become a repeatable channel.
Common mistakes
The ways this goes wrong in sales, and what to do instead.
Asking everyone indiscriminately›
The unhappy customer you just asked writes a review instead.
Do this instead: Gate the ask behind a positive signal like a good review or clean payment.
Complicated reward rules›
If it needs a paragraph to explain, nobody participates.
Do this instead: Use one simple reward with one condition and state it in a sentence.
Slow thank-yous›
A reward that arrives three months later kills the habit.
Do this instead: Automate an instant thank-you and a second one when the referral books.
Frequently asked
5 questions about build a referral flowRelated guides
Pick the next thing to set up, or back up a step if something here assumed work you have not done yet.
Do this next
The natural follow-on tasks once this one is working.
People usually get here from
Guides that lead into this one, in case you skipped a step.
More in Sales
Nearby tasks that share the same setup and vocabulary.
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