Referrals asked for every time, without you remembering
Every happy customer is worth asking, and almost nobody asks every time — not because reps do not know, but because the ask happens hours after you have driven away. This does it for you: once a job is far enough along, it puts the request in front of the customer, tracks who signed up, and follows the ones who did through to confirmation. It waits a sensible few hours after the appointment rather than firing while you are still in the driveway, and it will never ask the same customer twice.
- 1Referral sign-up runs from the customer card
- 2Its result shows on the card — here, waiting on the integration
Integration required. Referral sign-up has to be connected for each rep's office and its referral and review capture system. Until it is, the card shows the attempt and why it is waiting, as in the picture above.
- Nothing. It runs on its own, once a day, for every rep.
- Check the referral list to see who has been asked and who signed up.
- Anyone who needs a personal nudge is flagged for you.
What it does, step by step
- Once a job is far enough along, the referral request goes in front of the customer.
- It waits a few hours after the appointment, not while you are in the driveway.
- It tracks who signed up and follows them through to confirmation.
- Anyone who needs a personal nudge is flagged for you.
Time it saves Estimates
| Task | By hand, typically | With the app, typically |
|---|---|---|
| Asking for and tracking referrals | About 10 min per customer | Automatic |
Typically 1–2 hours a month. Needs each office's referral system connected.
Typical estimates, not guarantees.
Errors it prevents Guesstimates
- Asking the same customer twiceIt never asks twice.Guesstimate: duplicate asks gone
- Forgetting to ask at allEvery eligible customer is asked.Guesstimate: asks on nearly every happy customer
Time figures are typical estimates for an active rep, not guarantees. Error figures are guesstimates for a rep closing about 10 jobs a month. Both vary with the rep, the office and the job.
Who it helps
- The repEvery referral asked for.
- Office & installersReferral sign-ups tracked to confirmation.
- The customerAsked once, at a sensible time.
- The managerReferral asks that don't depend on memory.
Feature LHM-F-22 · a proprietary feature of Praxion Exterior Edition™ · © 2025–2026 James Donsing · Praxion Agentic CRM Solutions. All rights reserved. Privacy policy