Lead Generation Engine
Referral Engine
A few days after a positive review comes in, a light-touch referral ask goes out automatically. No awkward phone call. No overly salesy language. Just a natural prompt that lets a satisfied customer know you’d appreciate the introduction.
$2,000 setup / $600 per month operated by Momentiv
The Problem
The Gap
Your best customers love your work. They tell their neighbors. Sometimes. When they remember. Which is almost never, because nobody asked them. Word-of-mouth is your strongest lead source and you’re leaving it entirely to chance. There’s no system to capture it, no timing to optimize it, and no way to measure it.
The Math
What Unasked Referrals Cost
of consumers trust referrals from people they know
No ad, no landing page, no review profile will ever match the conversion power of a friend saying “use these guys.” The trust is already built. You just need a system that triggers the ask.
Source: Nielsen
of new business opportunities come from referrals
The majority of new business in services comes from word-of-mouth. Yet most home services businesses have no system for asking, tracking, or measuring referrals. That gap is pure lost revenue.
Source: New York Times / ReferMe IQ
higher conversion rates from referral leads vs. other channels
Referred leads arrive pre-sold. They convert faster, spend more, and stay longer. At 3 to 5x the conversion rate of cold leads, referral is the highest-ROI channel most home services businesses aren’t systematically using.
Source: DemandSage, 2025
The Fix
The System
Every positive review triggers a referral ask a few days later. The message is light, the channel matches the review outreach, and opt-out handling ensures customers who don’t want referral asks are excluded going forward.
What We Build
Post-positive-review referral ask triggered automatically after review confirmation
Referral incentive mention if an incentive program exists (optional configuration)
Channel-matched delivery sent via the same channel used for review outreach
Opt-out handling so customers who don’t want referral requests are flagged and excluded
Basic tracking: referral messages sent and any responses or referrals flagged
Requirements
Required Inputs and Fit
What we need from you
Review platform access (Google Business Profile, etc.)
Whether a referral incentive program exists (and details if so)
Messaging tone preferences for referral asks
Opt-out and compliance requirements
CRM or field service management access for tracking referral outcomes
Who this is for
Built for owner-led home services businesses with happy customers who aren’t being asked for referrals. If word-of-mouth is already your strongest source but it’s entirely passive, this engine makes it systematic without making it awkward.
Implementation
Implementation and Ongoing Operations
This engine is a single-tier build. It begins with a custom Launch Sprint and transitions immediately into a monthly operations retainer.
$2,000 setup fee
$600 per month operated by Momentiv
The Management Retainer
Systems break when they are abandoned. Your setup fee covers the custom build. From there, this engine is maintained through a monthly operations retainer. We handle the optimization, the reporting, and the technical oversight so you can focus on running your crews. All engine installations begin with a 90-day initial commitment to ensure baseline stability.
Outcomes
How We Measure Success
Referral asks sent per month
Volume of systematic outreach
Response rate to referral asks
Engagement level on the ask
Referrals generated and tracked to booked jobs
Revenue attribution
Revenue attributed to referral channel
Dollar value proving the system works
Complementary Systems
Pairs Well With
Review and Reputation Engine
The review engine generates the positive reviews. The referral engine uses them as the trigger for the referral ask. The two create a natural sequence from completed job to public proof to new lead.
Customer Reactivation Engine
Reactivated customers who come back for a second job are ideal referral candidates.
Referral Network Engine
If you want to scale beyond a simple ask into a full referral program with enrollment, tracking, and incentives, the Referral Network Engine is the next step.
Common Questions
Frequently Asked Questions
Typically 2 to 5 days after a confirmed positive review. The timing is configurable during setup. The delay is intentional: it separates the review request from the referral ask so neither feels transactional.
No. The messaging is a light-touch prompt, not a sales pitch. Something like: “Glad you had a great experience. If you know anyone who could use the same help, we’d appreciate the introduction.” Customers who don’t want to receive referral asks can opt out and are excluded going forward.
No. The engine works with or without incentives. If you offer a discount, credit, or gift card for referrals, the system mentions it in the ask. If you don’t, the ask stands on its own as a genuine request.
Yes. We integrate directly with ServiceTitan, Housecall Pro, Jobber, and the GoHighLevel ecosystem. Referral outcomes are tracked in your existing pipeline.
The Referral Engine is a simple, automated ask triggered by positive reviews. The Referral Network Engine is a full program: enrollment, quarterly re-engagement, incentive tracking, and pipeline reporting. Start here if you just want to systematize the ask. Upgrade to the Referral Network Engine when you’re ready to build a formal program.
Yes. The system logs which referral asks generate responses and flags customers who refer. Over time, you can identify your top advocates and give them additional attention or incentives.
Pair this with the Review and Reputation Engine first. The referral system needs a consistent flow of positive reviews as its trigger. Once review velocity is healthy, the referral engine has a steady source of warm candidates to ask.
Ready to turn happy customers into your best lead source?
Start with a diagnostic audit. We will map every gap, quantify what it is costing, and show you exactly which systems close it.