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How Do I Set Up a Referral Program for an Accounting or Consulting Business?
Set up an accounting or consulting referral program with tracked referral links, CRM qualification goals, signed-engagement rewards and a tested client journey.
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Topics
Getting Started
13 articles
Campaign Settings
5 articles
Integrations
81 articles
Referrers
11 articles
Leads
7 articles
Referral Link Page
9 articles
Promoting Your Program
22 articles
Qualification
8 articles
Rewards
36 articles
Emails
9 articles
Analytics
13 articles
Security & Compliance
11 articles
Industry Use Cases
7 articles
Billing
6 articles
For Affiliates
1 articles
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Overview1. Decide who should become a ReferrerChoose the best way to promote your referral program2. Give Referrers a place to access and share their referral link3. Create the Referral Link Page for the prospective client4. Continue the prospective client into your existing sales journey5. Decide what counts as a successful referral6. Decide how Referral Factory will know when the milestone happens7. Set up the reward after the engagement is signed8. Test the full referral journeyImportant things to consider for accounting and consulting businessesThe accounting or consulting example in one view
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