Referral Program Launch Checklist PDF

Who it is for

Contractor owners who already have happy customers but need a cleaner way to turn referrals, neighbors, property managers, and repeat clients into booked work.

What you leave with

A launch checklist that connects referral asks to timing, margin, handoff ownership, review moments, source tracking, and booked-job follow-up so warm introductions do not disappear inside texts or memory.

What is inside

• ✓Choose the right referral ask for homeowners, neighbors, property managers, real estate agents, builders, and past clients instead of sending one generic blast.
• ✓Set reward rules after checking gross margin, average job size, repeat-customer value, and the type of work you actually want more of.
• ✓Use a simple handoff script so referred leads are tagged by source, followed up within one business day, and thanked without owner memory carrying the process.
• ✓Track referred lead source, booked-job value, reward owed, review ask, repeat-customer potential, and whether the referral came from a service page, GBP, QR card, or customer text.
• ✓Ask after clean walkthroughs, compliments, completed punch lists, five-star review moments, and repeat bookings so the program feels earned instead of pushy.