Engineered around: A referral channel that runs on memory and goodwill — invisible to the business, impossible to optimise and easy to accidentally deprioritise.
SALE-P013 / Sales / Review workflow
Service businesses whose best leads come from referrals but who have no idea who sent what, who to reward, or which referral source is actually growing the business. A referral channel that runs on memory and goodwill — invisible to the business, impossible to optimise and easy to accidentally deprioritise.
Sales detail
A structured referral tracking workflow with real source attribution — so you finally know which partners, channels and advocates are actually growing the business.
Engineered around: A referral channel that runs on memory and goodwill — invisible to the business, impossible to optimise and easy to accidentally deprioritise.
Launch window of 2-5 days at from $800 entry scope, with room to grow into full crm, automated referral rewards, client portal.
Built to slot into your existing stack — Forms, Email, Sheets/Airtable, CRM — without forcing a rebuild.
Scoped as a tight first version, not a six-month engagement disguised as a starter package.
What is included
Fast-launch packages are confirmed upfront.
Build sequence
Used where hidden complexity can change effort, timeline, or tools.
Kept practical, visible, and connected to the final handoff.
Kept practical, visible, and connected to the final handoff.
Kept practical, visible, and connected to the final handoff.
Expected outcome
Before intake
SALE-P013 / Ready for the form
The intake form collects the details needed to review scope, confirm payment timing, and prepare the right invoice or proposal path.