Past customers and referrals
Referral marketing services for home service companies
Your past customers already know your work, and some realtors and inspectors already send you jobs now and then. We run the emails that bring past customers back, a referral program with its own reward and page, and outreach to the businesses that can send you work, for home service and renovation companies in the USA and Canada. Where your CRM can take it, each lead arrives with its source, so your bookings show which jobs came from them.
The problem
Repeat jobs and referrals left to word of mouth
Most home service companies have years of past customers in a CRM or a spreadsheet and rarely write to them. Referrals come in when someone happens to think of you, and the realtor who sent you a job last spring hasn’t heard from you since.
Signs your past customers and referrals need a system
Past customers never hear from you
Your customer list grows every year, but no one writes to it, so when those customers need the work again, they start with a search.
No easy way to refer you
Happy customers would recommend you, but there is no reward, no page and no simple way to send a friend your way.
Partners who send work now and then
A realtor or an inspector sends you a job a few times a year, and no one thanks them, keeps in touch or makes the next one easy.
Word of mouth with no numbers
Jobs from past customers and referrals are marked “word of mouth” or not marked at all, so no one knows what they bring in.
The rules we keep
How we handle consent and unsubscribes
Messages to past customers fall under CAN-SPAM and the texting rules in the United States and CASL in Canada. We go through your list with you before the first message goes out, and every program follows the same practice.
Email to customers who know you
We email customers who bought from you or signed up for your emails. Every email carries your business address and an unsubscribe link, and anyone who unsubscribes comes off the list right away. In Canada, we email only the customers whose consent your records show.
Texts only with consent
Texts go only to customers who agreed to receive them, offers only to those who agreed to marketing texts, and each text says how to stop. Where your records don’t show that agreement, the customer gets email instead, and we keep a record of who agreed and when.
Partner emails to business addresses
Outreach to realtors, inspectors and other businesses goes to the business email address each office publishes, one office at a time, from a sending address set up for it, with an opt-out and your postal address in every email.
What's included
What our referral marketing services cover
The three programs can run on their own or together. Your trade, your customer list and the jobs you want more of decide where we start.
A monthly email to past customers
Seasonal tips, company news and an offer when you have one, written in your voice and sent once a month to the customers who bought from you or signed up.
Return-customer reminders
Emails timed to the work: a yearly check-up, service before the busy season, or a reminder when a warranty is about to run out.
Texts to customers who agreed
Short reminders by text for the customers who agreed to receive them, and offers for those who agreed to marketing texts, sent from a number your office can answer.
A customer referral program
A reward you choose, its own page on your website and a form that sends each referral to your office, with the reward going out once the referred job is finished.
Referral partners
Outreach to the businesses that meet your customers first, such as realtors, home inspectors and property managers, office by office in each town you serve.
A partner page
A page on your website where a partner sends you a job and gets a confirmation that it reached your office.
Every referral thanked
Each referral is counted, and the customer or partner who sent it gets a thank-you when the job is booked, so they know it reached you.
Each job tagged in your CRM
Every email link, the referral form and the partner page carry their source. Where your CRM can take it, each lead arrives tagged, so your bookings show which jobs came from past customers and referrals.
Process
How we set up and run your referral marketing
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Check your list
We start with your customer list from your CRM, job software or spreadsheet: how many customers have an email address, who agreed to texts and when each one last booked. You see what we can send before anything goes out.
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Agree the reward and the wording
You choose the referral reward and approve the wording of the emails and texts. We plan the monthly emails around your seasons and the jobs you want more of.
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Build the pages
We add a newsletter signup and a referral page to your website, set up the partner page and send each form to your office and your CRM.
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Send, reach out and follow up
Each month the email goes out and the reminders follow the seasons. We contact partner offices one at a time and follow up after every job they send.
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Report every month
Each month you see the jobs booked from past customers, customer referrals and partners for each location, with what changed and what goes out next.
Reporting
How we report on past customers and referrals
Each month you get a report for every location: the jobs booked from past-customer emails, from customers who sent a friend and from partners, and what changed. No one can promise how many customers will come back or send a friend. What we promise is the work, done well, and an honest report on whether it's paying off.
October report
One report per location
Jobs booked from past customers and referrals
16 in October
October
What changed
- The October email offered a yearly electrical check to customers whose last job was more than a year ago, and six of them booked.
- Two realtor offices sent their first jobs through the partner page.
- Team
- 17 Marketing Experts
- Experience
- 200+ Years of Combined Experience
- Reach
- 25 Industries Served
- Outcome
- $100M+ Revenue Generated
Team
The team behind your programs
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Olga Krutovtsova CRM Manager
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Darya LTC Marketing
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Alina Demidchik Digital Strategist
Client words
What it's like working with us
Watch Maxim's review
“We've been working with RomanZ Media Group for 18 years and we just want to say thank you for Profitable Marketing… and for 30 years more”
Watch Segev's review
“…Their dedication and attention to detail is impeccable. They are the best marketing company I tried, and I tried a few. I would highly recommend them.”
Big brands, multiple stakeholders and approvals
“While I was Chief Creative Officer of Ogilvy Canada, Roman and I worked together on the Mondelez account. Roman showed technical expertise in SEO while understanding the marketing goals of the campaign. Most importantly, he demonstrated the ability to deliver results while working on a project with multiple decision-makers and stakeholders. If you have an SEO-related project, I would highly recommend them.”
More from our clients
A very professional and dedicated company! Roman and his staff is exceptional and always willing to help and optimize the service provided.
Our company decided to try a new ad campaign to improve our conversion rate. Frankly, I was starting to get discouraged with crazy PPC prices. Roman not only explained all the benefits of different types of advertising but also chose the most effective one for our business. The results of our PPC campaign were good enough for us to sign a long-term contract with them. They are all about ROI.
I needed to create a website for my project, but I didn’t think it would be so difficult to find someone who would provide good service. Roman's team, however, did an excellent job and was right on schedule. Our website is now even better than I had hoped to see. Their work was outstanding!
Hire them to help with the website and YouTube Promotion. After years of working with "music promoters" they were a breath of fresh air. Finally our subscribers started to grow and we could see actual effect of marketing, not just paid views.
FAQ
Questions about referral marketing services
Is it allowed to email our past customers?
We go through your list with you before the first message goes out, because email and texts follow different rules: CAN-SPAM for customers in the United States, CASL for customers in Canada, and separate rules for texts. We email only customers who bought from you or signed up for your emails, put your business address and an unsubscribe link in every email, and take anyone who unsubscribes off the list right away. In Canada, we email only the customers whose consent your records show, and texts go only to customers who agreed to them.
Won't our customers find the emails annoying?
The emails go out once a month, plus a reminder when a job is due, and each one has something useful in it: a seasonal tip, a check-up offer or company news. You approve the wording. We watch the unsubscribes after every send, and when they rise, we change what we send or how often.
Our customer list is a mess. Can you start with what we have?
Yes. We take an export from your CRM, job software or spreadsheet, remove duplicates and addresses that bounce, and mark who agreed to texts and when each customer last booked. The first email can go out once you’ve approved the list and the wording.
What reward should our customer referral program offer?
You choose it. We suggest one that is easy to explain and goes out once the referred job is finished. For one home service client, we built a referral program that gives a $50 gift card for every completed referred job. We write the referral page and the form, and your team sends the reward when the job is done.
How do you get realtors and inspectors to send us jobs?
We list the offices that meet your customers first in each town you serve, such as real estate offices, home inspectors and property managers, and email them one office at a time with what you do and how to send a job. Partners get a page on your website for sending a job, a confirmation when it reaches your office and a thank-you when it’s booked. Partner referrals build up over months as offices get to know you, so we report them every month and keep following up. Offices that list recommended companies on their website can link to yours too; our link building page covers those links.
How do we know it brings booked jobs?
Every email link, the referral form and the partner page carry their source. Where your CRM can take it, each lead arrives with that source, and when your team books the job, the report shows the jobs from past customers, customer referrals and partners. The tracking check at the start of the work tells you what your CRM supports. Our lead tracking page explains how it works.
How is this different from asking for reviews?
Review requests ask each customer for a review after the job. Referral marketing brings past customers back and asks customers and partners to send you new jobs. Our review and reputation management page covers review requests.
We run senior living communities. Is this for us?
For senior living, our senior living inquiry follow-up service follows up with families after an inquiry and invites them to tour. This page is for companies whose customers hire them again or send friends their way, such as home service and renovation companies.
What does it cost?
Each program, past-customer emails, the customer referral program and referral partners, has its own monthly fee, and you can start with one. The email or texting platform is billed at cost. We quote once we know your list, your towns and the programs you want. To start, send us your website through the online presence check on this page.