Lead Generation Engine
Referral Network Engine
A complete referral program: enrollment, periodic re-engagement, incentive tracking, and pipeline reporting, managed end to end. Satisfied customers become formally enrolled advocates who generate measurable, recurring revenue.
$3,500 setup / $1,200 per month operated by Momentiv
The Problem
The Gap
Word-of-mouth works. You know it works because your best jobs come from referrals. But it’s entirely informal. You don’t know who’s referring. You don’t know how often. You have no incentive structure, no enrollment process, no re-engagement cadence, and no way to measure what referrals are actually worth. The channel is productive by accident. Imagine what it would do on purpose.
The Math
What Unmanaged Word-of-Mouth Leaves Behind
of consumers are willing to refer a brand, but only 29% actually do
The intent is there. The follow-through isn’t. The gap between willing and doing is a system problem. A structured program with enrollment, reminders, and incentives closes it.
higher retention rate for customers acquired through referrals
Referred customers don’t just convert. They stay. They spend more. They refer others. A formal referral program creates a compounding growth loop that paid ads can never replicate.
Source: Deloitte / ReferMe IQ
more likely to refer others: referred customers vs. non-referred customers
Customers who came through a referral are four times more likely to refer someone else. A managed referral program doesn’t just generate one new customer. It generates a chain.
The Fix
The System
A formal referral program with enrollment, quarterly re-engagement, incentive credit tracking, and a pipeline dashboard that shows exactly how much revenue referrals are generating.
What We Build
Referral program enrollment flow triggered after positive review or job completion
Quarterly re-engagement messages to enrolled referral partners keeping them active
Incentive credit tracking and notification when a referral leads to a booked job
Referral pipeline dashboard: enrolled members, referrals sent, jobs booked, credits outstanding
Opt-in compliance handling and unsubscribe management for referral program members
Requirements
Required Inputs and Fit
What we need from you
Referral program structure: incentive rules, credit amounts, fulfillment method
Past customer list for initial enrollment campaign
CRM or field service management access for tracking referral pipeline
Review platform access (for enrollment trigger)
Quarterly re-engagement messaging preferences
Budget for incentive fulfillment (gift cards, service credits, cash, etc.)
Who this is for
Built for owner-led home services businesses with a significant past customer list and no formal referral program. If word-of-mouth is already working organically but nobody is managing, measuring, or scaling it, this engine turns informal advocacy into a structured revenue channel.
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.
$3,500 setup fee
$1,200 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
Enrolled referral program members
Size of the active advocate base
Active referrers
Members who sent at least one referral in the last 90 days
Referral-to-booked conversion rate
Quality of the leads referrals produce
Cost per referral vs. cost per paid lead
ROI comparison that justifies the program
Complementary Systems
Pairs Well With
Review and Reputation Engine
Positive reviews are the natural enrollment trigger. Customers who leave a great review are the warmest candidates for formal referral enrollment.
Referral Engine
Start with the simple referral ask. When volume and results justify a full program, upgrade to the Referral Network Engine.
Customer Reactivation Engine
Past customers who return for a second job are the highest-value referral enrollees.
Neighborhood Farming Engine
Referral density in specific neighborhoods can trigger geofenced campaigns to neighbors. The two engines compound each other geographically.
Common Questions
Frequently Asked Questions
The Simple Referral Engine sends a one-time ask after a positive review. The Referral Network Engine is a full program: formal enrollment, quarterly re-engagement, incentive tracking, credit fulfillment, and pipeline reporting. It’s the difference between asking once and building a system.
For home services, the most effective incentives are service credits ($25 to $50 off their next job), gift cards, or cash. The specific amount and structure are configured during setup based on your average job value and margin.
Quarterly by default. Each touch is timed to seasonal relevance (e.g., “summer is our busiest season, know anyone who needs AC work?”). The cadence keeps advocates active without over-messaging.
Yes. We integrate directly with ServiceTitan, Housecall Pro, Jobber, and the GoHighLevel ecosystem. Referral pipeline data flows into your existing system.
That’s up to you. We track when a referral leads to a booked job and notify both you and the referrer. Fulfillment (sending the gift card, applying the credit, etc.) is handled on your end. We provide the tracking and notification layer.
A customer list of 200+ is a strong starting point for the initial enrollment campaign. The system compounds over time as new customers complete jobs and get enrolled, so the program grows alongside your business.
Yes. The referral pipeline dashboard shows individual referrer performance: referrals sent, jobs booked, and credits earned. This data helps you identify your top advocates and invest in those relationships.
Ready to turn word-of-mouth into a managed revenue channel?
Start with a diagnostic audit. We will map every gap, quantify what it is costing, and show you exactly which systems close it.