TURN GREAT CUSTOMERS
INTO NEW CUSTOMERS.

Discover what makes customers refer, then give them an easy way to introduce someone.

Find the right incentive, launch referrals, track rewards.

Agency Setup

Grow Your Agency Through Referrals

Step one

Discover what your customer wants

Choose your form path: create your own form, or use and modify the pre-made GHL Discovery Form.

Collect answers your way: send it to a client, or ask the questions during the onboarding call and fill out the answers yourself.

Step two

Launch the referral campaign

Coming soon

Ask at the right time: we help determine the best moment to ask for the referral by monitoring your client leads and reviews.

Send and support: send out the ask and help the customer ask their friends with clearer prompts and follow-up.

Step three

Track responses and rewards

Coming soon

Fulfillment: track and fulfill rewards from the same workflow, including which responses arrived and which rewards still need action.

Our Thesis

People act when the reward is worth more than the effort.

Every action, whether referring, sharing, or buying, comes with a cost. It requires time, attention, energy, and sometimes social risk. When the incentive is too weak to outweigh that cost, people do nothing. When the incentive is strong enough, they act.

The challenge is that the right incentive is different for every customer.

Instead of guessing what would motivate someone to refer their friends, we let the customer tell us. They identify the incentive that would make them refer, and we deliver when they refer.

In early testing, this approach has already increased referrals by 3x and grown customers by 1.5x in just 3 months.

A strong referral incentive system compounds quickly. If one person refers two people, and each of those people refers two more, and each of those refers two more, you go from 1 person to 15 people in just 3 referral cycles.

That compounding effect is powerful. With the right incentive structure, referrals can become one of the most effective growth engines in any business.

Welcome to Expinential

TURN GREAT CUSTOMERS
INTO NEW CUSTOMERS.

WORD OF MOUTH,
WITH A WAY FORWARD.

Discover

Simplify

Convert

Optimize

Results

MAKE THE NEXT ASK
THE RIGHT ASK.

Manual operating MVP

Current operating workflow

Next best actions

Discovery form follow-up campaign

Send first

Reward guardrails and offer defaults

More is coming soon.

Add local-business client

Manual MVP client list

Reference the promised reward and recent win

This area is not published yet

Small rewards and conversion rewards

Find the right incentive, launch referrals, track rewards.

Grow Your Agency Through Referrals

Agency Branding

Discover what your customer wants

Launch the referral campaign

Track responses and rewards

Our Thesis

Welcome to Expinential

TURN GREAT CUSTOMERS INTO NEW CUSTOMERS.

WORD OF MOUTH, WITH A WAY FORWARD.

Discover

Simplify

Convert

Optimize

Results

MAKE THE NEXT ASK THE RIGHT ASK.

Current operating workflow

Next best actions

Discovery form follow-up campaign

Send first

Reward guardrails and offer defaults

More is coming soon.

Add local-business client

Manual MVP client list

Reference the promised reward and recent win

This area is not published yet

Small rewards and conversion rewards

Find the right incentive, launch referrals, track rewards.

Grow Your Agency Through Referrals

Agency Branding

Discover what your customer wants

Launch the referral campaign

Track responses and rewards

Our Thesis

Welcome to Expinential

TURN GREAT CUSTOMERS
INTO NEW CUSTOMERS.

WORD OF MOUTH,
WITH A WAY FORWARD.

MAKE THE NEXT ASK
THE RIGHT ASK.