Case studies

Referral programs that compound trust, pipeline, and revenue

See how Refer Labs links referral codes to campaigns, CRM, and payouts so every intro is trackable, rewardable, and repeatable. No guesswork, no duct-taped spreadsheets.

Luxury e-commerce

Turn every unboxing into your next three customers.

Refer Labs stitched referral links into the post-purchase journey, so every 'I love this' moment triggered ready-to-share links, SMS nudges, and CRM follow-ups.

Referral orders

28% of monthly revenue

Tracked end-to-end with double-sided credit

UGC volume

4× photo & reel submissions

Champions auto-tagged via referral codes

Margin impact

+9% AOV

Credit rewards protect pricing vs deep discounting

Trigger

Post-purchase SMS + packaging insert with personalised referral QR.

Ambassadors push their link to VIP WhatsApp groups and IG stories.

Track

Friends buy, Refer Labs auto attributes via referral_code and syncs to Klaviyo.

Reward

Store credits unlock instantly in Refer Labs dashboards + CRM profiles.

By unifying referral codes across Shopify, Klaviyo, and our dashboard, the brand finally saw which advocates, launches, and creatives actually moved revenue—then doubled down on those cohorts.

Professional services

Make warm intros a predictable pipeline channel.

Advisers used Refer Labs to send clients one-click referral kits at review milestones; every intro flowed through a compliant intake form and into the CRM.

Qualified leads

+42% per quarter

Ideal clients sourced from top-tier accounts

Close rate

3.1× vs cold leads

Referred prospects already trusted the firm

Advisor adoption

93%

Referral prompts + scripts baked into Refer Labs tasks

Trigger

Advisor logs 'delighted client' event inside Refer Labs.

Client receives co-branded landing page + introduce-a-friend email.

Track

Referrals push into HubSpot with stage + advisor attribution.

Reward

Referrer receives strategy session credits; finance sees audit trail in Refer Labs.

Instead of hoping advisers remembered to ask, the firm automated prompts, assets, and approvals inside Refer Labs. Compliance loved the audit trail, GTM loved the pipeline.

B2B SaaS

Let power users become your outbound team.

Refer Labs monitored activation, NPS, and product milestones to decide when to invite champions into referral campaigns—each intro landed in Salesforce with context.

Pipeline lift

+37%

Net-new opportunities sourced from top customers

Sales cycle

−44 days

Deals arrived with internal champions already in place

Expansion revenue

+18%

Referrals opened multi-team and multi-region deals

Trigger

Power user hits success milestone → referral CTA inside product + email.

Champion selects who to intro; Refer Labs generates a ready-to-forward brief.

Track

Intro logged with referral_code in Salesforce + Slack alerts for AE + CSM.

Reward

Champions receive VIP roadmap access + credits once deals close.

Referrals stopped being random. Product, CS, and sales all saw the same referral data, so follow-ups, rewards, and forecasting finally aligned.

Referral operating system

How Refer Labs connects every part of your referral program

Capture & code

Refer Labs issues airtight referral_code + discount_code pairs per ambassador. Codes sync across CRM, campaigns, landing pages, and packaging so no share ever breaks attribution.

Triggers & asks

Emails, in-app prompts, CS playbooks, and SMS fire the moment someone hits a success milestone. Each touchpoint uses the same referral code so your message stays on-brand.

A/B test incentives

Test copy, reward types, and call-to-actions directly in Refer Labs. See which offers make referrers engage fastest, then automatically route champions into the winning variant.

Referrer engagement

Advocates see live dashboards, leaderboards, and surprise-and-delight rewards. SMS nudges, email recaps, and CRM tasks keep top referrers motivated without manual chasing.

Prospect experience

New users land on personalised referral pages, book into your CRM, or apply discount codes instantly. Every signup or purchase flows straight into your funnel with referral metadata intact.

Revenue & optimisation

Refer Labs pipes conversions, MRR, and payout data into analytics so finance knows referral-sourced revenue. Double down on high-performing flows and pause the rest—no guesswork.

Deployment playbook

Launch & rollout

Week 1–2: Map customer journeys, pick success triggers, and import ambassadors.
Week 2–3: Configure campaigns, CRM exports, referral landing pages, and reward logic.
Week 3–4: Train GTM teams, activate automated prompts, and go live across email/SMS/in-product channels.

Measurement & growth

A/B test referral copy, incentive mixes, and call-to-actions inside Refer Labs.
Track referrer engagement, CTR, signup-to-conversion rates, and revenue attribution.
Use dashboards to highlight top advocates, issue payouts instantly, and feed learnings back into marketing + product.

Next steps

Want a tailored referral plan for your business?

Let's run a live demo and show how Refer Labs captures every referral, syncs with your CRM, and pays out champions without spreadsheets.

Book demo

Turn every unboxing into your next three customers.

Refer Labs stitched referral links into the post-purchase journey, so every 'I love this' moment triggered ready-to-share links, SMS nudges, and CRM follow-ups.

Referral orders

28% of monthly revenue

Tracked end-to-end with double-sided credit

UGC volume

4× photo & reel submissions

Champions auto-tagged via referral codes

Margin impact

+9% AOV

Credit rewards protect pricing vs deep discounting

Trigger

Post-purchase SMS + packaging insert with personalised referral QR.

Ambassadors push their link to VIP WhatsApp groups and IG stories.

Track

Friends buy, Refer Labs auto attributes via referral_code and syncs to Klaviyo.

Reward

Store credits unlock instantly in Refer Labs dashboards + CRM profiles.

By unifying referral codes across Shopify, Klaviyo, and our dashboard, the brand finally saw which advocates, launches, and creatives actually moved revenue—then doubled down on those cohorts.

Make warm intros a predictable pipeline channel.

Advisers used Refer Labs to send clients one-click referral kits at review milestones; every intro flowed through a compliant intake form and into the CRM.

Qualified leads

+42% per quarter

Ideal clients sourced from top-tier accounts

Close rate

3.1× vs cold leads

Referred prospects already trusted the firm

Advisor adoption

93%

Referral prompts + scripts baked into Refer Labs tasks

Trigger

Advisor logs 'delighted client' event inside Refer Labs.

Client receives co-branded landing page + introduce-a-friend email.

Track

Referrals push into HubSpot with stage + advisor attribution.

Reward

Referrer receives strategy session credits; finance sees audit trail in Refer Labs.

Instead of hoping advisers remembered to ask, the firm automated prompts, assets, and approvals inside Refer Labs. Compliance loved the audit trail, GTM loved the pipeline.

Let power users become your outbound team.

Refer Labs monitored activation, NPS, and product milestones to decide when to invite champions into referral campaigns—each intro landed in Salesforce with context.

Pipeline lift

+37%

Net-new opportunities sourced from top customers

Sales cycle

−44 days

Deals arrived with internal champions already in place

Expansion revenue

+18%

Referrals opened multi-team and multi-region deals

Trigger

Power user hits success milestone → referral CTA inside product + email.

Champion selects who to intro; Refer Labs generates a ready-to-forward brief.

Track

Intro logged with referral_code in Salesforce + Slack alerts for AE + CSM.

Reward

Champions receive VIP roadmap access + credits once deals close.

Referrals stopped being random. Product, CS, and sales all saw the same referral data, so follow-ups, rewards, and forecasting finally aligned.

How Refer Labs connects every part of your referral program

Capture & code

Refer Labs issues airtight referral_code + discount_code pairs per ambassador. Codes sync across CRM, campaigns, landing pages, and packaging so no share ever breaks attribution.

Triggers & asks

Emails, in-app prompts, CS playbooks, and SMS fire the moment someone hits a success milestone. Each touchpoint uses the same referral code so your message stays on-brand.

A/B test incentives

Test copy, reward types, and call-to-actions directly in Refer Labs. See which offers make referrers engage fastest, then automatically route champions into the winning variant.

Referrer engagement

Advocates see live dashboards, leaderboards, and surprise-and-delight rewards. SMS nudges, email recaps, and CRM tasks keep top referrers motivated without manual chasing.

Prospect experience

New users land on personalised referral pages, book into your CRM, or apply discount codes instantly. Every signup or purchase flows straight into your funnel with referral metadata intact.

Revenue & optimisation

Refer Labs pipes conversions, MRR, and payout data into analytics so finance knows referral-sourced revenue. Double down on high-performing flows and pause the rest—no guesswork.

Referral programs that compound trust, pipeline, and revenue

Turn every unboxing into your next three customers.

Make warm intros a predictable pipeline channel.

Let power users become your outbound team.

How Refer Labs connects every part of your referral program

Want a tailored referral plan for your business?

Loading case studies

Referral programs that compound trust, pipeline, and revenue

Turn every unboxing into your next three customers.

Make warm intros a predictable pipeline channel.

Let power users become your outbound team.

How Refer Labs connects every part of your referral program

Want a tailored referral plan for your business?