Industry · Professional services

Know which client sent every new client.

Start with Refer a Friend or the Universal Referral, and every client gets a personal link. Viral Loops ties each new enquiry to the client who sent it, and the referral counts when the deal is won in your CRM, such as HubSpot, Salesforce or GoHighLevel.

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Used by professional services firms

How do professional services firms run referrals?

Client referrals, free consultations, cash bounties for high-value referrals and webinar milestones, each from a real service firm's own page.

Client referralMagicAgency of remote executive and admin assistants
A referred friend gets 4 weeks of Magic free.
TemplateRefer a Friend
Free consultationUK business-coaching company
Referred business owners get a free 1-2-1 strategy session, worth £750, and a GrowthCLUB session. If they join a program at £500 a month or more, they and their referrer enter a £1M prize draw.
TemplateThe Universal Referral
Referral bountySurrogacy agency in San Diego
A surrogate referral program that pays $2,000 for every referred friend who is matched as a surrogate.
TemplateRefer a Friend
Webinar milestonesDutch neuromarketing research agency
1. 5A mug
2. 10€200 off a training
3. 30A free neuromarketing consult
TemplateThe Newsletter Referral

“Its leaderboard and waiting list features are especially effective tools for launching products or communities and my clients have been pleased with the results.”

Daniel H.CEO, professional training and coachingCapterra review

What counts as a referral for professional services firms?

You decide where a referral counts. This is the usual route, with the tools that report each step.

All integrations

A client shares their link
From an email you send in HubSpot or GoHighLevel, where each client contact carries their referral link, or from a hosted page.
A new client gets in touch
Through your enquiry form. HubSpot form entries and new Salesforce leads join the program on their own.
Salesforce
It counts when the deal is won
An opportunity marked Won in Salesforce or GoHighLevel, with its value, a HubSpot workflow when the contact becomes a customer, or any event you send through Zapier or the API.
Salesforce
The client gets their reward
A gift card or cash through Tremendous, or a gift through Sendoso, sent when you redeem the reward.
Tremendous

Speak Up London set up its referral program with the HubSpot app in under a week. Read on the blog

Works with

HubSpotCRM
SalesforceCRM
GoHighLevelCRM
Zoho CRMCRM
ActiveCampaignEmail
MailchimpEmail
BrevoEmail
TremendousRewards
SendosoGifts
SlackTeam
Zapier500+ more apps
Webhooks & APIDevelopers

Which template should professional services firms start with?

All templates

FAQ

Professional services FAQ

How do we know which client sent the enquiry?

Each client shares a link that carries their referral code. When someone gets in touch through it, they are tied to that client, and you see the referrer in the new contact's profile.

Can a referral count only when the work is won?

Yes. In Salesforce, a won opportunity is recorded as the conversion, with the deal value. In GoHighLevel, an opportunity marked Won counts when the contact is already in the program, and its amount becomes the value.

Does it work with HubSpot?

Yes. Clients sync as HubSpot contacts with their referral link and referral count, and a HubSpot workflow reports the conversion when the contact becomes a customer. HubSpot is on the Growing plan and up.

What should we give for a referral?

Whatever fits your service. ActionCOACH UK offered referred business owners a free strategy session, Magic gave referred friends 4 weeks free, and Unravel Research took €200 off a training at 10 referrals.

Which plan do we need?

A client referral program starts on Plus. HubSpot, referral value tracking and automatic rewards need Growing or above. Counting won deals in Salesforce needs its Enterprise, Unlimited, Performance or Developer edition.