Referral SOP
Crowned Credit – Referral Bonus Program SOP
1. Objective: To encourage client referrals by providing incentives while ensuring proper tracking, verification, and processing of all referred leads.
2. Referral Bonus Structure:
- - Essential/Accelerated clients: $50 referral bonus per successful sign-up
- - Momentum Plan clients: $75 referral bonus per successful referral
- - Applies to both active and inactive clients
- - Bonuses via: Zelle, Cash App, or credit toward next month's bill (active clients only)
3. Qualification Criteria: Referred person signs up and completes payment, referral is new (not existing/past lead), referring client is properly identified.
4. Collecting Referral Info: Full Name, Phone Number, (Optional) Email. Script:
"Hi {{contact.first_name}}. Thank you for referring someone to us! May I please get their full name and best contact number so we can reach out and assist them?"
5. Tagging & Documentation (Discord): Post referrer name, referral name+phone to "General" GC in Discord. Tag the appropriate closer or Sales Team.
6. Bonus Processing: Verify eligibility, confirm preferred payout method, process via Zelle/Cash App/credit. Note: bonus applied to bill reflected in following month. Zelle/Cash App: allow 3-5 business days. Bonuses available to claim one month after referral signs up.
7. Communication to Referrer:
Essential/Accelerated: "Thank you for your referral {{contact.first_name}}! Your $50 bonus has been approved. Please let us know if you'd like to receive it via Zelle, Cash App, or as a credit toward your next bill."
Momentum/Inactive: "Thank you for your referral {{contact.first_name}}! Your $50 bonus has been approved. Please let us know if you'd like to receive it via Zelle, Cash App?"
Notify Billing Department (Khryzza) and leave GHL/Closed List Tracker note.
8. Compliance: Ensure legitimate referrals, maintain documentation, bonuses subject to policy.
9. SMS Scripts (Billing Dept):
Active Client (Essential/Accelerated) Option A: "Hi {{contact.first_name}}, Thank you for sending your referral! We truly appreciate your support. We're happy to confirm that we have successfully received the individual you referred. As a thank you, you will be receiving a $50 referral bonus. Please let us know how you would like to receive it via Zelle or Cash App and send your preferred payment details through this message. Alternatively, we can apply the $50 as a credit toward your next month's bill. Once we receive your details, we'll process the referral bonus promptly. Thank you again for trusting and supporting Crowned Credit. Keep those referrals coming! Best regards, Crowned Credit Team"
Option B (Applied to Bill): "Hi {{contact.first_name}}, good day! Thank you so much for sending in referrals! We're happy to confirm that we've received the following referral(s): [Referral Name(s)]. As a result, $50 will be deducted from your [Month] bill! We truly appreciate your support, keep those referrals coming! Thank you again, Crowned Credit Team"
Momentum/Inactive: "Hi {{contact.first_name}}, Thank you for sending your referral! ...receiving a $50 referral bonus. Please let us know how you would like to receive it via Zelle or Cash App... Best regards, Crowned Credit Team"
