Illustrative workflow

From a Customer Referral to an Appointment

The referred person uses the link and chooses to request contact. The system preserves attribution to the referring customer and assigns the new inquiry. The office contacts the referred person and books an appointment.

Starting event

An existing customer shares an approved referral link with a friend or neighbor.

How the workflow moves

1
System
Generates an approved referral link tied to the referring customer.
2
System
Captures the referred person's request and opt-in.
3
System
Preserves source attribution to the referring customer.
4
System
Assigns the new inquiry to the right rep.
5
Office
Contacts the referred person and books the appointment.

Exception branch

If the referred person does not opt in, no contact is created and no follow-up sends. The record shows the referral source but no outreach occurs without consent.

Sample output

Referral record: 'Referred by: Customer A. Referred contact: opted in. Source: Referral link. Assigned: David. Status: Appointment booked.'

Illustrative sample. No real customer data or achieved metric.

Measurement definitions

Referral requests

Referral links shared and tracked during the period.

Opted-in referred inquiries

Referred contacts who chose to request contact.

Resulting appointments

Opted-in referrals that produced a booked appointment.

Source attribution

Referrals with a verified referring customer.

Related service

Questions about this workflow

Any incentive must be supplied and approved by the owner. The default flow has no invented reward.

Apply this to your business

A strategy session identifies whether this workflow fits your operation and what to build first.

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