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How It Works

ReferMe IQ™ does the work for you – nurturing your warm market while driving more referrals and engagement from them behind the scenes.

How Referral Marketing Automation Software Works

Watch how ReferMe IQ™ works to grow your business

How Referral Marketing Automation Software
Our Automated Referral Intelligence drives the key behaviors

An automated referral system makes generating more business opportunities from client and network referrals easy!

Our Automated Referral Intelligence drives the key behaviors needed for consistent referral success.

What does referral marketing automation do?

The system reaches out to your current client base and network and immediately engages them in personal and authentic emails and text messages that get delivered, opened, and clicked on.

Then, the system takes care of all the key behaviors that most professionals can’t do, won’t do, or don’t know how to do.

This includes asking for referrals in ways people prefer, motivating them to refer (incentives), facilitating an effective introduction, getting the referral interested in your business prior to contact, and ultimately generating meeting requests (as opposed to chasing leads).

Saves Time
Saves Money
The system reaches out to your current client base
Close-up of hands typing on a keyboard with a glowing 'Text to Success' graphic overlay.

What happens next?

If you have trust built with relationships, the likelihood of generating referrals is high since the system makes it easy. You’ll see all notifications of referrals and engagement in the email inbox linked to ReferMe IQ.

All this happens behind the scenes with your referral program automation turning your personal network and your clients into a sales force working for you 24/7!

All of this can be fully integrated with your email, tech stack, and we even make it easy to set up campaigns with your LinkedIn contacts.

Predictable ROI
Authentic Outreach

What about my personal network?

Are you regularly asking your personal network to do business or connect you to others who will?

If you are, then you’ll know it’s incredibly time-consuming, and if you’re not, then you’re probably missing out on untapped business. With ReferMe IQ™ , you can streamline this process.

ReferMe IQ™ does the work for you – targeting networks like LinkedIn to drive business opportunities.

Automated Networking
Expanded Reach
As a leader It’s a challenge to scale an end-to-end
You or any delegate you may assign can set up

How easy is referral marketing automation to set up?

You or any delegate you may assign can set up and run our automated referral software.

It takes less than 60 minutes to get set up, with our DIY Pro+ plan. For you super busy or even low-tech professionals you’ll want to engage with our Managed Service platform where we do virtually everything for you including ongoing optimization.

Once set up, everything is “set and forget” until you want to change it.

Set and Forget
World class service

What other options do I have with this?

Though we make it easy by providing guidance and best in class industry specific, high-conversion templates – you get to choose from many options along the way:

LinkedIn Compatibility
Custom Integration
Though we make it easy by providing guidance
Your referrals will come by email

How do I know this is working?

Your referrals will come by email, telephone, and often in person – all because you started the discussions through ReferMe IQ™.

Your dashboard captures all the action and organizations will receive robust enterprise-level reporting capabilities.

User-Level Tracking
Enterprise Dashboards