You get referrals sometimes but cannot count on them
Your best source of clients deserves a process, not hope.
The local marketing system for the AI era
Referral Marketing That Turns Happy Clients Into Your Growth Engine
We design a referral program for your business, automate the ask after each job, and track who referred whom so word of mouth stops being luck.
- A referral program built for your business
- Automated asks by email and SMS
- Track who referred whom
Backed by Rioks: a decade of enterprise marketing experience, now built for local business
The problem
Referrals are happening by accident, not by design
Most local businesses rely on referrals but have no system for them. Clients are satisfied, yet nobody gave them a reason or a moment to recommend you.
You do not know which clients would refer you
Some clients are more likely to recommend you. A program finds them and gives them a reason to act.
Asking feels awkward
A structured request feels like an invitation. We write the ask and decide the timing.
We build, automate and track your referral program
The right ask, at the right moment, with an easy way to follow through, all measured.
01
Program design
Structure, incentive ideas and timing built around your industry and clients.
02
Automated requests
Email and SMS asks triggered after completed jobs or positive reviews.
03
Referral tracking
See who referred whom, how often and what turned into business.
04
Referral materials
Email templates, a landing page, referral cards and scripts for asking in person.
05
Partner referrals
Structured relationships with complementary local businesses that serve the same clients.
06
Monthly reporting
Referral volume, conversions and the clients each program brought in.
Works well with
Reviews & Reputation
We help you ask satisfied clients for reviews, respond to every review professionally, and track your reputation across the platforms that matter.
Learn moreEmail Marketing
We plan, write, design and send email campaigns and automated follow-ups to the clients you've already won, so they remember you when they need you again.
Learn moreSMS Marketing
We set up compliant text messaging for appointment reminders, review requests and timely promotions, using a business number and opt-in records you own.
Learn moreNot sure where to start?
Ready to make referrals predictable? Talk to us about your clients.
How it works
How referral marketing works with USM
Design
We set the program structure, incentive and timing around your clients and service.
Build
We set up automations, the landing page, tracking links and message templates.
Launch
We invite your current satisfied clients and turn on triggers for future jobs.
Grow
We track volume and conversions monthly and refine the program.
Industries
Proven strategies for Home Services, Dental & Healthcare, Legal Services and Wellness & Hospitality.
Packages from $1,250/mo. No surprises. No hidden fees.
Month-to-month after the first 90 days. You own every account and asset.
See PackagesFAQ
Questions, answered.
Should I offer a reward for referrals?
Often a small thank-you helps, but it depends on your industry and local rules. Some professions restrict referral incentives, so we design within those limits.
How do you track referrals?
We use unique links, codes or forms so each new client can be traced back to the person who referred them.
Will this work for my type of business?
It works best where trust and personal recommendation drive the decision, such as home services, healthcare, legal and wellness.
Do my clients need to download anything?
No. Referring is done through a simple link, form or card, with nothing to install.
Articles
Our insights on local business growth
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Get found. Get chosen.
Get more clients. No pressure, no long onboarding deck. Just a conversation about what's working, what isn't, and one thing to try next.