WeavrCRMDefine the event that earns a reward
Choose whether the reward requires a qualified inquiry, a completed first service, or another objective event. A completed paid job is easier to connect to real value than an unverified name.
Explain which services, locations, and customers qualify. Avoid a complex set of exceptions that staff cannot apply consistently.
Related resource: Ask for Detailing Reviews Without Review Gating
Write the offer in a short policy
Check accounting, tax, promotional, and disclosure implications with appropriate advisers. Do not assume every type of reward has the same treatment.
Who can refer: Who qualifies as a new customer: How the referral is identified: What event earns the reward: Reward amount or benefit: When it is issued: Limits, expiration, and exclusions: Contact for questions:
Related resource: Detailing Discounts: Protect Margin and Customer Trust
Separate referrals from endorsements
Never make the reward conditional on a positive review. If someone publicly promotes the business because they receive a benefit, disclosure requirements may apply.
Review platform rules and FTC guidance before combining referral rewards with social posts, testimonials, or review requests. The simplest program is often a private introduction with transparent terms.
Related resource: Track Detailing Lead Sources Through to Completed Work
Track attribution without creating disputes
Only collect the new customer's contact information through an appropriate, permission-respecting process. A friend's name is not permission to send repeated marketing messages.
- Ask the new customer how they heard about you.
- Record the referring customer before the reward event.
- Avoid overwriting an existing source without explanation.
- Keep reward status and issue date visible.
- Use a consistent rule when multiple people claim the referral.
Compare cost with completed outcomes
Measure completed referred jobs, contribution, reward cost, admin time, and repeat bookings. A large number of referrals is not useful if most are outside your service area or budget.
Review whether the program encourages the customer type you want to serve. Adjust the offer deliberately rather than increasing rewards whenever inquiry volume slows.
The practical takeaway
Reward a defined, trackable referral outcome and keep public reviews independent.
Explore the relevant WeavrCRM workflow · Review integrations and requirements