Free Referral Program Automation Blueprint.

A complete system for automating referral invites, tracking, and reward fulfilment in HubSpot.

Download for free today.

2

Why does a customer referral program matter? 

  • Referral campaigns can build 2–4x higher trust with prospects and dramatically lower CAC. Automating them ensures consistency and scale, not just one-off success.
  • The more steps you require, the fewer referrals you’ll get. Create a seamless referral flow directly inside your app, dashboard, or emails,  with pre-filled links, one-click sharing options, and mobile optimisation. 
  • Use product usage data or Net Promoter Score (NPS) to identify your most engaged users and prioritise them for referral campaigns. 
  • Make referral journeys fully automated, send triggered emails when rewards are earned, referrals convert, or inactivity is detected. 
  • Measure the quality of referred customers, not just the quantity. Track trial-to-paid conversion, retention rate, and average deal size of referred leads to optimise future offers.

 

ToolKit

Persona and messaging template

3

Ideal customer profile (ICP) builder

2

Customer journey mapping canvas

Be More Dave Logo (350 x 100 px)

With SideKick you place HubSpot expertise in everyone's hands.