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Referral SOP

CrownedThis Creditpage –covers the Referral Bonus Program SOPat Crowned Credit — how to collect referrals, track bonuses, process payouts, and communicate with referring clients.

1. Objective:Objective

To encourage client referrals by providing incentives while ensuring proper tracking, verification, and processing of all referred leads.

2. Referral Bonus Structure:Structure

    -Essential/Plan Type Bonus Amount Payout Methods Essential / Accelerated clients: 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 bill credit toward next month's bill (active clients only) Momentum

    Plan

     clients$75 per successful referralZelle or Cash App Inactive clients$50 per successful sign-upZelle or Cash App
    Note: Bonuses are available to claim one month after the referral signs up.

    3. Qualification Criteria:Criteria

      Completed Payment: Referred person signs up and completes payment,payment. referralNew Lead: Referral is new (— not existing/an existing or past lead),lead. referringVerified Referrer: Referring client is properly identified.identified

      in the system.

      4. Collecting Referral Info:Info

      Collect the following from the referring client: Full Name,Name, Phone Number,Number, and (Optional) Email.Email.

      Script:
      📩 Referral Collection 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,name, referral name+name + phone to the "General" GC in Discord.Discord. Tag the appropriate closer or Sales Team.Team.

      6. Bonus Processing:Processing

        Verify eligibility,Eligibility: confirmConfirm referral meets all qualification criteria. Confirm Payout Method: Ask referring client for preferred payoutmethod method,(Zelle, processCash App, or bill credit). Process Payment: Send via Zelle/Zelle / Cash App/App, or apply as bill credit. Note: bonus applied to bill is reflected in the following month. Zelle/Cash App:App allow 3-3–5 business days.days. BonusesNotify availableBilling: toNotify claimBilling oneDepartment month(Khryzza) afterand referralleave signsa up.note

        in GHL / Closed List Tracker.

        7. Communication to Referrer:Referrer

        📩 Essential/Accelerated:Accelerated — Bonus Approved

        "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:Inactive — Bonus Approved

        "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,Zelle or Cash App?"

        8. Compliance

        NotifyEnsure Billinglegitimate Departmentreferrals (Khryzza)only. Maintain full documentation of all referrals and leavepayouts. GHL/Closed List Tracker note.

        8. Compliance: Ensure legitimate referrals, maintain documentation,All bonuses are subject to policy.

        9. SMS Scripts (Billing Dept):

        📩 Active Client (Essential/Accelerated) — Option A: 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"
        📩 Active Client — 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:Inactive Client

        "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"
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