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Launch a
referral program
IN 7 DAYS
HOW
TO
A referral program is a great
way to generate high quality
leads for your business. But
how can you start one when
you don't have the dedicated
resources to build it?
Amplifinity Base Edition is
referral marketing software
that allows you to get up
and running quickly without
involving IT resources.
All in just 7 days!
MONDAY
MON
KICKOFF
MON
Judy 00:23
Hi, I’m Judy, your
personal Success
Manager.
Get the Kickoff meeting started
with your Success Manager who
will personally help you through
the process. After the meeting
you’ll get the keys to your
personal Program Design Wizard.
Spend the rest of the day
preparing what you need to design
your program and planning your
activities for the week.
TUESDAY
TUE
DESIGN
TUE
Complete the Program Design
Wizard by editing the default
copy to fit the needs of your
business and input your brand
creative to give the program your
authentic look and feel.
End of day, press “Submit” to
give Amplifinity the green light to
generate your referral program.
BUILD
& PREP
WEDNESDAY
WED
WED
WED
Amplifinity begins building your
unique program.
While you are waiting, your
Success Manager can help you
establish a relationship with a
reward fulfillment provider and
supply guides for you to prep
materials for internal rollout and
launch.
FINISH
PROGRAM
THURSDAY
THU THU
Judy 00:23
THU
Your rollout and promo
plans look great, now
let’s get your lead
management set up.
THU
Amplifinity finishes building your
referral program by end of day.
Today, get your lead management
and email unsubscribe set up with
the help of your Success Manager.
Then finish the materials for
rollout and promotions for launch.
TEST
FRIDAY
FRI
FRI
In the morning you’ll get keys to
your new program and the
Amplifinity platform.
Your Success Manager will give
you an orientation to the platform
and your new program. Then you
can run through the program, test
its functionality and make sure
everything is exactly how you
want it.
SATURDAY
SAT
SUNDAY
SUN
HAVE
FUN!
You've worked hard
all week and are
ready to go.
Enjoy some time
away from work
doing what you love!
MONDAY
MON
INTERNAL
ROLLOUT
MON
Sales Training
How to exceed your
quota with referrals
Your program is ready for roll out
to your internal team. Your
Success Manager will work with
you to make sure marketing
understands the program and
how it works. Also train sales on
follow up for high quality referral
leads and how they can easily
add referrals from customers.
If you plan to ask customers to
make referrals, make sure
everyone who works with
customers understands the
program and how they can
generate more referrals.
TUESDAY
TUE
LAUNCH
TUE
Send
Dear Customer,
You’re invited to join our
referral program!Now you are ready to launch!
Today put a banner featuring
your referral program on your
web properties. Send an email
out to potential advocates to
invite them to join and start
making referrals.
Consider giving a special
incentive to the first 100
advocates who register and
make a referral.
Now sit back and watch high quality
referral leads roll in!
Visit amplifinity.com and
request a demo today!
Referral automation software

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How to launch a referral program in 7 days

  • 1. Launch a referral program IN 7 DAYS HOW TO A referral program is a great way to generate high quality leads for your business. But how can you start one when you don't have the dedicated resources to build it? Amplifinity Base Edition is referral marketing software that allows you to get up and running quickly without involving IT resources. All in just 7 days!
  • 2. MONDAY MON KICKOFF MON Judy 00:23 Hi, I’m Judy, your personal Success Manager. Get the Kickoff meeting started with your Success Manager who will personally help you through the process. After the meeting you’ll get the keys to your personal Program Design Wizard. Spend the rest of the day preparing what you need to design your program and planning your activities for the week.
  • 3. TUESDAY TUE DESIGN TUE Complete the Program Design Wizard by editing the default copy to fit the needs of your business and input your brand creative to give the program your authentic look and feel. End of day, press “Submit” to give Amplifinity the green light to generate your referral program.
  • 4. BUILD & PREP WEDNESDAY WED WED WED Amplifinity begins building your unique program. While you are waiting, your Success Manager can help you establish a relationship with a reward fulfillment provider and supply guides for you to prep materials for internal rollout and launch.
  • 5. FINISH PROGRAM THURSDAY THU THU Judy 00:23 THU Your rollout and promo plans look great, now let’s get your lead management set up. THU Amplifinity finishes building your referral program by end of day. Today, get your lead management and email unsubscribe set up with the help of your Success Manager. Then finish the materials for rollout and promotions for launch.
  • 6. TEST FRIDAY FRI FRI In the morning you’ll get keys to your new program and the Amplifinity platform. Your Success Manager will give you an orientation to the platform and your new program. Then you can run through the program, test its functionality and make sure everything is exactly how you want it.
  • 7. SATURDAY SAT SUNDAY SUN HAVE FUN! You've worked hard all week and are ready to go. Enjoy some time away from work doing what you love!
  • 8. MONDAY MON INTERNAL ROLLOUT MON Sales Training How to exceed your quota with referrals Your program is ready for roll out to your internal team. Your Success Manager will work with you to make sure marketing understands the program and how it works. Also train sales on follow up for high quality referral leads and how they can easily add referrals from customers. If you plan to ask customers to make referrals, make sure everyone who works with customers understands the program and how they can generate more referrals.
  • 9. TUESDAY TUE LAUNCH TUE Send Dear Customer, You’re invited to join our referral program!Now you are ready to launch! Today put a banner featuring your referral program on your web properties. Send an email out to potential advocates to invite them to join and start making referrals. Consider giving a special incentive to the first 100 advocates who register and make a referral.
  • 10. Now sit back and watch high quality referral leads roll in!
  • 11. Visit amplifinity.com and request a demo today! Referral automation software