The 7-Day Referral Loop (Templates Inside)
The 7-Day Referral Loop (Templates Inside)
Happy clients are your best marketing team — and with Levi, you can turn them into active promoters automatically.
This playbook walks you through building a 7-day referral system that runs on autopilot, using Levi’s built-in messaging and analytics tools.
🎯 What You’ll Achieve
By the end of this setup, you’ll have a live automation that:
Identifies satisfied customers
Invites them to share your service with friends
Rewards both parties for successful referrals
Tracks engagement and reward delivery automatically
🧩 Step 1 — Choose Your Referral Trigger
Decide when Levi should invite clients to refer others.
Trigger | Example | When to Use |
|---|---|---|
After Appointment | “Glad you enjoyed your session! Know anyone who’d love it too?” | Service businesses |
After Purchase | “Thanks for your order — friends get $20 off when they shop with your link!” | Ecommerce or product sales |
After Review or Rating | “We’re so happy you loved your experience — would you like to share it?” | Feedback-driven growth |
💡 Tip: The best moment to ask for referrals is within 24 hours of a positive experience.
🧠 Step 2 — Create Your Referral Flow
Go to Automations → Create New.
Choose the Referral Loop template.
Define your sequence:
Day 0: Thank the customer for their visit or purchase.
Day 1: Invite them to refer a friend using a personalized link.
Day 4: Follow up with a gentle reminder.
Day 7: Send a “final thank you” message and summarize referral results.
Example timeline:
Day | Message | Goal |
|---|---|---|
0 | Thank You | Build goodwill and reinforce satisfaction |
1 | Referral Invite | Introduce incentive and shareable link |
4 | Reminder | Boost participation rate |
7 | Wrap-Up | Close the loop and maintain goodwill |
💬 Step 3 — Write Compelling Referral Messages
Here are three ready-to-use message templates you can adapt:
Template 1 — Friendly and Simple
“Hey {{name}}, glad you loved your session! You can give your friends 20% off — and we’ll give you $10 credit for every referral. Here’s your link: {{referral_link}}.”
Template 2 — Professional and Reward-Focused
“Thank you for being a valued client, {{name}}. We’d love to reward your loyalty — share your link with colleagues, and you’ll both receive a discount.”
Template 3 — Community-Oriented
“We’re building a community of amazing clients like you, {{name}}. Invite your friends to join and enjoy exclusive perks together. Here’s your link: {{referral_link}}.”
✅ Keep it short, personal, and genuine. Avoid “marketing speak” — your assistant should sound like a human, not a campaign.
💰 Step 4 — Set Up Rewards
In Automation Settings → Rewards, define your incentive structure.
Reward Type | Description | Example |
|---|---|---|
Credit | Give returning customers credit toward future services | “$10 off your next booking” |
Discount | Offer a percentage off for both parties | “20% off for you and your friend” |
Free Add-On | Provide an upgrade or bonus service | “Free 15-min session for every successful referral” |
💡 Pro Tip: Track ROI by comparing reward cost against new revenue generated.
📊 Step 5 — Track and Optimize
Levi automatically tracks referrals and redemption rates.
View results in Analytics → Referrals Dashboard.
Metric | Meaning |
|---|---|
Referral Invites Sent | How many customers received your referral prompt |
Participation Rate | % of recipients who shared their link |
Successful Referrals | Number of new leads generated |
Revenue from Referrals | Total value of converted referrals |
Check your dashboard weekly to adjust messaging and incentives.
🧭 Summary
Step | Goal | Time |
|---|---|---|
1. Choose Trigger | Define when to ask for referrals | 5 min |
2. Build Flow | Set 7-day automation timeline | 10 min |
3. Write Messages | Use or edit templates | 10 min |
4. Add Rewards | Define incentives | 10 min |
5. Track Results | Monitor and optimize weekly | Ongoing |
Total: 35 minutes to an automated referral engine.