Simple: Hit the “Getting Started” Link on the left side. That will take you through the steps to set up your system. Live support from a human is available to help (you should have received an email)
Keep in mind:
There are five key behaviors to getting referral business. We have designed ReferMe IQ™ to take care of all of them for you:
With ReferMe IQ™, all five of these steps will be in place.
Here are the top three drivers that stack the odds in your favor for successful use:
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.
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 300 contacts in your personal network, and each of them has 300 people in their network, that’s a 90,000 potential clients only an introduction away. ReferMe IQ’s automated referral technology system helps convert this opportunity to your customer base–automatically.
When you hit the Getting Started link, your first step will be to create your profile – it couldn’t be easier! 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.
Once you complete that, follow the order of each of the remaining steps and click on the help button anytime you get stuck.
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.
Great, you’re ready to roll! If you set up your campaigns and set the schedule for your emails – the emails will automatically go out as you have designed. You have the option at all times to send out emails one of 3 ways for each list – manually, sequence based, or date based. You can always change your mind at any time.
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 who have interest your business.
First, like any effective 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:
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 300 clients that would be a total of 3,600 emails over the course of the year. Even at 1%, that would generate 36 new referrals!
In addition, this system not only brings in new customers, but it can increase existing client activity also. Your customers may often connect with you after receiving the email, because it keeps you and your business in their thoughts.
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. We will continually upgrade analytics for you based on user demand to provide you the visibility to customize your system to maximize results.
Don’t forget to check out our Resources on the ReferMe IQ™ Website (Resource Center in top navigation)…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.
Easy! Use the help button in lower right, 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.
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.
The top mistake is when a user purchases the system and then does not use it. This is like any other serious marketing system. It requires commitment to set it up, and use as intended. If you do that – this will work for you.
Another mistake we see occasionally is expecting immediate results. Though we do have users who see significant results with their first mailing, this is really an exercise of reconditioning. You are instantly re-conditioning yourself to ask for referrals and implement an effective system so no big deal there. What can take a bit more time is reconditioning your relationships to refer others. Our system accelerates the process through personalization, incentives, dripping value added content – basically helps you add continuous value, and build trust while asking in a non-threatening way consumers prefer.
Lastly, every once in a while we see users going back to old habits of unproductive “stranger marketing” and uploading lists of contacts with no relationships and bad email addresses. This can dilute results, can produce unacceptably high bounce rates and risk pausing your system. In addition, conversion is usually quite low.
Please contact us if you are thinking about uploading more than 3,000 contacts or if you would like to explore using our system in ways it is not intended.
We always appreciate feedback and talking with our users to learn more about your needs. It helps us continue to evolve our platform.