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How do you automate the follow-up and feedback process with your referrals and referrers?

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Referrals are one of the most powerful ways to grow your business and build trust with your customers. But how do you make sure you follow up with your referrals and referrers effectively and efficiently? How do you collect feedback and measure the results of your referral marketing efforts? In this article, you'll learn how to automate the follow-up and feedback process with your referrals and referrers using some simple tools and strategies.

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Eric "Coach" Bryant

*Retired, but still Unlocking Proptech's Potential in the Real Estate Landscape

1 Choose the right tools

The first step to automate your follow-up and feedback process is to choose the right tools that suit your needs and budget. You'll need a tool that can help you track and manage your referrals, send automated emails or messages, and collect feedback from your customers and referrers. Some examples of tools that can help you with this are ReferralCandy, Rewardful, or Typeform. Depending on your business model and goals, you may also want to integrate your referral tool with your CRM, email marketing, or analytics platforms.

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Eric "Coach" Bryant

*Retired, but still Unlocking Proptech's Potential in the Real Estate Landscape
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A CRM system can help you automate the follow-up and feedback process with your referrals and referrers. You can use the system to set up automated email campaigns that are triggered based on certain actions, such as when a referral is received or when a referrer provides feedback. You can also use the system to track the progress of each referral and referrer, ensuring that you follow up with them at the right time.

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2 Segment your referrals and referrers

The next step is to segment your referrals and referrers based on different criteria, such as their source, stage, value, or behavior. This will help you tailor your follow-up and feedback messages to their specific needs, preferences, and expectations. For example, you may want to send different messages to referrals who came from your website, social media, or word-of-mouth. You may also want to send different messages to referrers who are active, inactive, or new. Segmenting your referrals and referrers will help you increase your conversion rates and retention rates.

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Eric "Coach" Bryant

*Retired, but still Unlocking Proptech's Potential in the Real Estate Landscape
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You can use social media automation tools like Hootsuite or Buffer to automate your social media posts and interactions with your referrals and referrers. You can schedule posts and comments in advance, ensuring that you stay engaged with your network even when you're busy with other tasks.

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3 Set up triggers and workflows

The third step is to set up triggers and workflows that automate your follow-up and feedback messages based on certain actions or events. For example, you may want to send a welcome email to a new referral, a thank-you email to a new referrer, a reminder email to a pending referral, or a testimonial request email to a successful referral. You can use your referral tool or your email marketing platform to create these triggers and workflows. You can also use conditional logic to customize your messages based on different variables, such as the referral status, the referrer name, or the referral reward.

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Eric "Coach" Bryant

*Retired, but still Unlocking Proptech's Potential in the Real Estate Landscape
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You can use tools like Google Calendar or Trello to set up automated reminders for follow-ups with your referrals and referrers. This will ensure that you never forget to follow up with anyone and that you always do so at the right time.

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4 Test and optimize your messages

The fourth step is to test and optimize your follow-up and feedback messages to make sure they are effective and engaging. You can use different methods to test and optimize your messages, such as A/B testing, split testing, or multivariate testing. You can also use different metrics to measure the performance of your messages, such as open rates, click-through rates, response rates, or conversion rates. You can use your referral tool or your analytics platform to track and analyze these metrics. You should also experiment with different elements of your messages, such as the subject line, the copy, the tone, the design, or the call-to-action.

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5 Reward and recognize your referrals and referrers

The fifth step is to reward and recognize your referrals and referrers for their actions and contributions. You can use different types of rewards and recognition, such as cash, discounts, coupons, gift cards, freebies, or points. You can also use different methods to deliver your rewards and recognition, such as email, SMS, push notifications, or social media. You should also make sure that your rewards and recognition are relevant, timely, and transparent. You should also communicate the value and benefits of your rewards and recognition to your referrals and referrers.

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6 Ask for feedback and referrals

The sixth and final step is to ask for feedback and referrals from your customers and referrers. You can use different tools and methods to ask for feedback and referrals, such as surveys, polls, reviews, ratings, or referrals forms. You can also use different incentives and motivations to encourage feedback and referrals, such as social proof, reciprocity, gamification, or scarcity. You should also make sure that your feedback and referrals requests are simple, clear, and easy. You should also follow up on your feedback and referrals requests and show appreciation and gratitude.

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Eric "Coach" Bryant

*Retired, but still Unlocking Proptech's Potential in the Real Estate Landscape
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Sending automated surveys to your referrals and referrers can help you gather feedback quickly and efficiently. You can use tools like SurveyMonkey or Google Forms to create and send surveys to your contacts. Once the survey is completed, the responses can be automatically analyzed and organized for easy review.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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How do you automate the follow-up and feedback process with your referrals and referrers?

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1 Choose the right tools

2 Segment your referrals and referrers

3 Set up triggers and workflows

4 Test and optimize your messages

5 Reward and recognize your referrals and referrers

6 Ask for feedback and referrals

7 Here’s what else to consider

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