The Referral Campaign email series encourages satisfied clients to refer friends, family, and colleagues to the brokerage, helping grow the business through trusted personal recommendations. This campaign can either be a stand-alone series or be triggered automatically based on high Net Promoter Scores (NPS) of 9-10, ensuring outreach to clients most likely to recommend the brokerage.

Campaign Structure: Opening with Gratitude and Acknowledgment: Each email in the series begins with a warm thank-you message, acknowledging the client’s loyalty and satisfaction. This appreciation reinforces the positive relationship and sets the stage for inviting them to participate in the referral program.

Invitation to Refer: The main body of the email explains the referral process, encouraging clients to share the brokerage’s services with people they know. It highlights the value of word-of-mouth recommendations and assures clients that referring others can be a helpful gesture for friends and family who may benefit from the brokerage’s offerings.

Clear Explanation of Benefits: If applicable, the email outlines any referral incentives or rewards clients may receive for successfully referred contacts, such as a discount or a small thank-you gift. This motivates clients to take action while adding a personalized touch to their referral efforts.

Easy-to-Use Referral Link: Each email includes a unique, easy-to-click referral link that clients can share. Instructions or tips for sharing on social media, via email, or by word-of-mouth are provided, making the process straightforward and accessible.

This Referral Campaign Workflow uses trusted relationships and personal recommendations to extend the brokerage’s reach while nurturing ongoing client loyalty.