Design a referral introduction card

The opportunity

Make it easy for a satisfied customer to introduce a friend without pressure.

Best for: Neighborhood shops, local services, sports instructors and event organizers

Goal: Leads

Gather your field kit

• Written location permission where needed
• Printed materials or demonstration supplies
• Response tracking sheet

Make it happen

1. Define who the referral offer is suitable for
2. Write clear conditions and any reward disclosure
3. Create a card with a short explanation and code
4. Give it after a positive customer interaction
5. Let customers choose whether to pass it on
6. Track qualified introductions and the cost of rewards

A ready-to-adapt example

Illustrative template. Replace the details with your own verified information.

Start smaller than you think

Run one small version of “Design a referral introduction card” with five relevant participants or one limited publication. Record the questions, responses and completion of the intended next step before expanding.

What to measure

• Relevant conversations
• Voluntary follow-up requests
• Cost per qualified response

Watch out for

• Blocking access or overlooking permissions
• Printing a large batch before testing

Permissions & trust

Confirm venue, property and applicable local requirements. Keep paths accessible, obtain consent for images and collect contact details only with a clear purpose.

Your next action

Start with this first step: Define who the referral offer is suitable for. Set a review date before increasing the budget.