1. You signed up…now what?

Here are the top three drivers that stack the odds in your favor for successful use:

  • Have the right expectations up front – commit to setting the system up properly and using it continuously
  • Integrate it with your marketing plan and calendar – schedule time to use it and maintain it
  • Don’t get discouraged if you get stuck – we are here to help! Use the website resources and contact us for any assistance you need

2. How does this system differ from a basic Auto-Responder? 

It differs and is advanced in two major ways. First, unlike a basic auto-responder, the system reaches out to your current client base and asks them for referrals on your behalf. Then, the system sends an email from your clients to their personal network recommending your business.  As the clients respond, the system sends those referrals and leads back to you for processing.

Simultaneously, the system sends a “thank you” to both your clients and the generated referrals and offers rewards and incentives (if you choose) for referring you. All this happens behind the scenes with the automated referral intelligence making your personal network and your clients a Salesforce working for you 24/7–priceless!

Second, the system reaches out to your personal network as referenced above. Asking for referrals can be awkward, and asking your personal network to do business can be even more awkward.  ReferMe IQ™ solves this issue with its personal network system that gets you doing business with your personal network without the awkwardness of face to face requests.

3. I’m new in my business.  Is this just for an established business?

No, the personal network system helps get you off to a fast start with those you know and then the referral system runs from there. Imagine the number of people your network knows that you don’t know. If you have 500 contacts in your personal network, and each of them has 300 people in their network, that’s a 150,000 prospect opportunity you’ve left on the table for competition (500 x 300 =150,000). ReferMe IQ’s automated referral technology system helps convert this opportunity to your customer base–automatically.

4. Where do I start?

Create your profile – it couldn’t be easier! Just log in to ReferMe IQ™, and click on My Profile on the left hand side. Required fields are your first and last name, company name, and Email address. Make your profile complete by including your address, phone number, website, and your Facebook, Twitter, and LinkedIn information.

You can do this yourself, or delegate to anyone who helps you in your business. To assign a delegate to run your system for you, simply click the drop-down arrow in the upper right and go to My Account and put in the email address of your delegate.

All the navigation is on the left side, and it is ordered so you can just move down the list to set up your system. 

5. Okay, I’ve got my info in there, now what?

Create your mailing lists – we’ve started you off with Clients, Personal Network, and Referrals – you can add other lists as you like. To start, you’ll want to import your lists using the Import button, then over time, you can add new people individually with the + New button.

6. Am I ready to email my clients and personal network?

Not quite…you still need to set up your emails. From your Mailing Lists page, click to “Manage” each of your lists. From there, you’ll click to Edit your Email messages (we have templates in there to get you started, and of course, you can add any custom emails you like) – check out each template and tweak to personalize the tone and content.

Next, click to Edit your Email Schedule, and choose the message frequency you prefer. This is also where, when you’re ready, you will turn on your Automatic Email Sending.

The next step is to Edit your Quiz – there’s a default version you can customize to make it just right for your particular business.

Then, go to Edit your Rewards – if you’re going to offer an incentive, here’s where you specify what it will be.

Lastly in this section, you can Edit your Customizable Content to personalize what users will see on each of your referral pages.

7. How much time will it take me to set up and maintain the system?

It generally takes 1-3 hours for you or a delegate to set up the system initially. It is designed to “set and forget” so the only time you will need to do anything else is when you want to add/subtract contacts, change settings, or modify campaigns. You may also want to make adjustments based on your conversion metrics. Once you have set up the system, we encourage you to add a sample client, referral, and personal network contact to the system, using your email address, so you can test it out and make sure everything is working smoothly. Check it out on your computer and on your phone, so you can be sure all your messages look the way you want them to. Most importantly – don’t spend the time on this if you can’t handle lots of new leads and clients!

8. Now that I’m all set up, how do I email my clients, referrals, and network?

Great, you’re ready to roll! If you set up your campaign and set the default mailing interval frequency for emails – the emails will automatically go out as you have designed – all you need to do is go back into the Email Schedule for each list, choose the date you want the first email to go out, and turn the automatic emailing on. You’re all set!

9. My email campaigns are underway…what’s next?

Behind the scenes, your customer base and personal network have become a sales force for you — generating leads and business 24/7. Clients receive emails that motivate them to refer others. Referrals receive emails from your clients encouraging them to do business with you. Your personal network receives emails that continuously keep your business in front of them. You can also drip mail on referrals to convert them to clients. Depending on what call to action your contacts choose, you may receive phone calls, emails, or even walk in business from contacts whom have interest your business.

10. How do I maximize my success with this system?

First, like any drip marketing system, the best results are achieved over time. Results can vary dramatically from month to month. Here are some things you can do to stack the odds:

  • Follow up quickly with referrals by email and/or phone.
  • Have an effective approach for your call and/or email.
  • Wherever possible, personalize your emails. For example, you can add introductory copy to an email going out to a prospect you just met at an event: “I enjoyed meeting you last night at the event. It sounds like your business is really growing…”
  • Use this system to leverage other marketing investments you make. Upload your leads from all sources into the system so they can be part of the process. Just make sure that your lists are existing relationships – not strangers! Leveraging existing relationships in a way that makes it easier for everyone is the power of our system.
  • Talk to clients and customers about the system. Let them know that you are growing your business, looking for terrific clients like them, and not to keep you a secret.
  • Whenever possible, add links to value added content such as newsletters, birthday cards, relevant articles, invitation to events, etc.

11. What kind of results should I expect to see?

Conversion from emails to an expression of interest ranges from 1% to 8% depending on several factors including the depth of your relationship, how many times you drip mail to them, the authenticity of your messages and timing of life events for them. For example, if you email monthly to 250 clients that would be a total of 3,000 emails over the course of the year. Even at 1%, that would generate 30 new referrals!

In addition, this system not only brings in new customers, but it can increase existing activity also. Your customers may often connect with you after receiving the email, because it keeps you and your business in their thoughts.

12. What kind of tracking will I get?

You know that nice looking Dashboard you saw when you started adding in your info? That’s where the data shows up, letting you know what’s going on with your clients, referrals, and personal network. Keep an eye on the Dashboard to track your activity and the results you’re getting. If your organization has a group set up, you’ll get enterprise level reporting as well.

13. What else do I want to know about ReferMe IQ™?

Don’t forget to check out our Resources on the ReferMe IQ™ Website (down at the bottom of the home page)…that’s where you will find all sorts of useful information…blog posts, tools you can download to enhance your business, access to our video library – all kinds of things to help you grow! Look for other communications and updates on the Website and via email.

14. What if I need help or have questions, how do I reach someone?

Easy! Click the Contact Us link to email us, or give us a call at 888-512-3313 – we’ll be happy to answer any questions you have, and get you on your way to receiving quality referrals to grow your business.

15. Are there ways to reduce my costs by helping others?

Glad you asked! If you are a fan of ReferMe IQ™, we would love for you to refer others. Just click on the icon above the Dashboard tab that says “Refer us and receive free months”. Follow the instructions to receive a free month for everyone you refer who signs up!

If you are planning to refer a lot of people, as many do, you will want to become an affiliate. Just click on Contact Us on Website and shoot us a note letting us know you’re interested in that, and we will get back to you.