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Leveraging Referrals & Fostering Customer Relationships: Insights from Get the Referral

📅 June 13, 2024 ⏱️ 25:16 🎤 Erica Boemack, Pam Torrey

Chapters

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  • 0:34
    Intro: Erica Boemack of Get the Referral
  • 1:40
    From PACE financing to seven years at GTR
  • 4:24
    Focusing on the process, not just the outcome
  • 7:08
    The essential trait: self-confidence
  • 9:57
    Building customer relationships from the point of sale
  • 12:34
    Meeting modern customers on their phones
  • 16:21
    How GTR turns an app into a referral engine
  • 21:11
    The trend: getting back to basics with referrals

Speakers

E
Erica Boemack
Sales Manager, Get the Referral
P
Pam Torrey
Host, Ingage

Key Takeaways

Focus on the process, not just the outcome — putting energy into value and controllable inputs (a consultative, tailored presentation) rather than the sale itself grows the business organically and brings in the right customers.

Self-confidence is the underrated sales trait — 'lack of confidence kills more dreams than lack of ability' (Atomic Habits); build it by setting realistic goals broken into small steps you actually follow through on.

A process-based rather than outcome-based mindset lets a team celebrate small wins and protect confidence — since adopting it, GTR's team hit 100%+ of quota in four of five months.

Strong customer relationships start at the point of sale with honest, transparent expectations — the app doesn't build itself; customers must invest sweat equity up front in a two-way partnership backed by dedicated customer success.

Meet customers on the device they actually use — a branded mobile app with push notifications (97% read rate versus 5-10% for email) keeps you top-of-mind long after the project is complete.

GTR turns a referral app into a one-stop customer app (project tracker, documents, communication, reviews, social sharing) so homeowners engage more and refer more — customers average about 18x ROI in year one.

The trend is getting back to basics — with lead costs rising (economy, TCPA consent laws), the winners return to great customer experience and proactive, referral-driven organic growth, since referred customers spend ~200% more.

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