Customer Referral Automation for Contractors
Happy customers want to refer you — they just forget. Referral Multiplier keeps you top-of-mind with automated check-ins and makes it easy for past clients to send you new business.
The full referral multiplier stack, wired for contractors.
Automated Check-Ins
Periodic messages to past customers that keep your name top-of-mind for future work.
Easy Referral Sharing
One-click referral links that past customers can share with neighbors and friends.
Seasonal Reminders
Timed outreach for seasonal services — gutter cleaning in fall, AC tune-ups in spring.
Repeat Business Tracking
See which past customers are generating the most referrals and repeat work.
Why this matters.
Your best leads come from past customers. Referral Multiplier automates follow-up with past clients to generate repeat business and word-of-mouth referrals.
Built around the way your office works.
For a contractor with past customers who could return for maintenance or recommend the business to someone else. The Referral Multiplier helps make customer follow-up a repeatable process without relying on someone remembering to send each message.
From the first step to the handoff.
- STEP 1
Choose an appropriate customer group
Use existing records and the permissions needed for the intended outreach. Different services can have different check-in intervals or seasonal needs.
- STEP 2
Send a useful reason to reconnect
An approved check-in, maintenance reminder, or referral request makes the next step easy. The message should be relevant to the customer’s history and your current offer.
- STEP 3
Handle the new inquiry
A returning customer or referred prospect enters the agreed lead process. Record referral sources where the workflow supports it and give your team the context to follow up.
Example: a seasonal landscaping reminder
Illustrative workflow. Your wording, connections, and rules are agreed during setup.
- Customers with appropriate permission receive the approved seasonal service reminder.
- The message offers a way to request service or share your contact information.
- New inquiries are reviewed and scheduled through your normal estimate process.
What setup requires.
Bring the eligible customer records, their contact permissions, relevant service history, and a realistic repeat-service schedule. We agree the audience, messages, frequency, referral path, and how a new inquiry should reach your team.
Scope, costs, and the details that matter.
Does it guarantee a certain number of referrals?
No. Customers decide whether to respond, return, or recommend you. The feature creates a consistent outreach process; results depend on your customer relationships, offer, timing, and execution.
Can I send messages to a customer’s friends automatically?
A customer sharing someone else’s phone number does not establish that person’s marketing permission. Use a referral path where the new prospect can contact you or provide the appropriate permission directly.
Are referral rewards or payouts included?
An incentive program is not automatically included. If you want one, agree the offer, eligibility, fulfillment responsibility, platform support, and any additional work before launch.
Can I combine repeat-service reminders and referrals?
Yes, the agreed workflow can cover both types of outreach when they fit your business and contact permissions. Keep their purpose clear and set a sensible frequency so customers are not receiving overlapping messages.
How long does setup take, and what do I need to do?
The published onboarding target is 10 business days for Starter and 7 for Growth priority onboarding. Timing depends on receiving the required content, account access, approvals, and any carrier or platform registration. We handle the agreed setup; you provide accurate business instructions and approve the result.
What is the full price, including usage?
Starter is $97/month and Growth is $297/month. Annual options are $970 and $2,970 respectively. Telephone, SMS/MMS, email, AI, and other metered services may be additional, along with applicable taxes. Use the Phone Pricing & Billing Guide for published communication rates and confirm any other usage charges in your written order.
How do support, cancellation, and refunds work?
Email support@dreamsurge.ai for support or cancellation. First-time subscriptions have a 30-day refund policy. Cancellation normally requires 30 days’ notice unless your accepted order or applicable law provides otherwise; prepaid or elapsed service is not automatically refunded outside the refund policy. Our Terms explain the details.
How do I know the setup fits my business before launch?
Use the demo to review your services, current tools, required connections, and expected usage. The written order defines the deliverables and charges. Before activation, review the content and test the agreed inquiry, booking, notification, and opt-out paths with us.
Read our service terms and privacy policy, or contact support@dreamsurge.ai.
See the customer story.
Summit Turf Co.: 22% more estimate bookings in 60 daysMissed-call text-back plus cleaner forms raised lead quality and close-ready calls.
Connect the workflow.
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