EXP
NENTIAL

TURN EVERY GREAT CUSTOMER
INTO TWO NEW ONES.

We Make It Happen.

AVG User Result
5X REFERRALS
X 2 CUSTOMERS
6 MO TIMELINE
Value Balance
When the reward is greater than Effort, Customers Refer

How It Works

01

Discover

Find what would make their customers refer

02

Simplify

Make it extremely easy for customers to refer

03

Convert

Make the referred person likely to say yes

04

Optimize

Track, follow up, and improve the process over time

Agency Dashboard

Manual operating MVP

Referral Loop

Current operating workflow

    Agency Actions

    Next best actions

    Current Customers

    Discovery form follow-up campaign

    Send first

    Text and include the discovery form link. Then call them if they do not submit within 2 days.

    Hey X, I have been brainstorming more ways to help your business grow. I included some of them in the 2 minute questionnaire. Would love your feedback

    (Discovery Form Link)

    Hey X
    Would love your feedback on which incentive you think is best for you or for growing your business.

    (Discovery Form Link)

    Campaign Setup

    Reward guardrails and offer defaults

    Campaign

    More is coming soon.

    Additional campaign tools are still being prepared for this workspace.

    Client Management

    Add local-business client

    Clients

    Manual MVP client list

    Client Status Next action

    Referral Activation

    Reference the promised reward and recent win

    The activation flow accepts minimal referral information now and is ready for enrichment later.

    Coming Soon

    This area is not published yet

    This workspace area is still being prepared and is not part of the current release.

    Reward Ledger

    Small rewards and conversion rewards

    Reward Trigger Status Value

    Welcome to Expinential