The Referral Machine

83% of your clients would refer you. Only 29% actually do.

That's a 54-point gap. And it's costing you a fortune.

Texas Tech research found the reason: Nobody asked.

72% of clients never refer because no one prompted them. They're willing. They're happy. They just... don't think about it unless you create the moment.

"Good work speaks for itself" is a lie.

Good work gets you paid. Systems get you referrals.

The Math That Should Change Your Marketing

Average Marketing ROI for Contractors:

• Google Ads: 3:1 return (if you're good)
• Facebook Ads: 2:1 return (and declining)
• Direct mail: 1.5:1 return
• Referrals: 15:1 return

Cost per lead comparison:

• Google Ads (roofing): $228
• Google Ads (HVAC): $127
• Facebook Ads: $22-$101
• HomeAdvisor/Angi: $15-$100 (same lead sold 3-5 times)
• Referral lead: $0-$10

Conversion rates:

• Cold/advertising leads: 15-20%
• Lead generation services: 5-10%
• Referral leads: 40-60%

71% of contractor business comes from word-of-mouth (ServiceTitan). Yet most contractors have zero system for generating it.

What's Inside

SECTION 1: The Referral Foundation

• Why referrals beat all other marketing (the complete math)
• The psychology of why people refer (and don't)
• The referral paradox: willing but inactive
• What standard advice gets wrong for contractors

SECTION 2: The 5 Referral Moments

Every project has 5 natural windows for referral requests. Miss them and opportunities disappear forever:

1. Deposit conversation — Plant the seed
2. First milestone — "Has anyone asked about the work?"
3. The "wow" moment — Direct ask tied to emotion
4. Final walkthrough — Harvest time
5. 30-day follow-up — After they've lived with the space

Scripts for each moment included.

SECTION 3: Client Experience Optimization

• The referral-worthy experience framework
• What generates referrals vs. what doesn't
• Client scoring system (focus on A-level sources)
• Documentation and follow-up systems

SECTION 4: Tracking & Measurement

• Referral source tracking
• Conversion tracking
• Monthly referral metrics
• ROI calculation (what each referral is actually worth)

SECTION 5: Strategic Partner Network

Past clients: 2-3 referrals over their lifetime Strategic partners: 5-10 referrals PER YEAR, year after year

Tier 1 Partners (Highest Potential):

• Real estate agents
• Interior designers/architects
• Property managers

Tier 2 Partners:

• Insurance adjusters
• Complementary contractors
• Home inspectors

Tier 3 Partners:

• Building supply stores
• Real estate attorneys
• Financial advisors

Building approach, scripts, and maintenance systems included.

SECTION 6: Scripts & Templates

• Referral request email templates
• Text message scripts
• In-person conversation starters
• Thank you note templates
• Partner outreach scripts

SECTION 7: The 90-Day Implementation Plan

• Week 1-4: Foundation building
• Week 5-8: Active implementation
• Week 9-12: Scale and systematize
• Troubleshooting guide

What This System Delivers

Within 30 Days:

• Past client outreach complete
• Referral request system active
• First strategic partner conversations

Within 90 Days:

• 30%+ of new business from referrals (target)
• 5-10 active referral partners
• Automated follow-up running

Within 12 Months:

• 50%+ of business from referrals
• Marketing costs cut dramatically
• Pipeline filled with pre-qualified, pre-sold clients

Who This Is For

This system is for contractors who:

• Deliver work worth referring
• Are tired of competing on price with strangers
• Want pre-qualified clients who trust them from day one
• Will actually follow up and maintain relationships

This is NOT for contractors who:

• Deliver mediocre work (no system fixes that)
• Want instant results without relationship investment
• Won't systematically follow up with contacts

The Investment

$247(Value!) — Less than one Google Ads click in some trades.

What you get:

• Complete referral system guide (PDF)
• 5 Referral Moments blueprint
• Client scoring templates
• Strategic partner outreach scripts
• Referral request scripts (all situations)
• Thank you templates
• 90-day implementation roadmap
• ROI tracking spreadsheet

Ready to Build a Referral Machine?