Marketing · Leads

Thank-you notes to the people who refer you

Each week, Cowork finds new leads that came from a referral and drafts a short thank-you to the person who sent them, so referrers hear back while it still means something.

For: Most trade shops and small officesBy John DietrichUpdated

The problem

Referrals are the cheapest leads a small business gets, and the people who send them rarely hear a thank-you. Many owners would happily send one; they just don't know who referred whom by the time the job is done.

What Cowork does

  1. A weekly task reads new Jobber requests or CRM leads where the source is a referral.
  2. It finds the referrer's contact in Jobber, HubSpot or the inbox.
  3. It drafts a short personal thank-you from the owner, and a second note when the referred job is completed.
  4. It keeps a referral sheet so the owner can see who sends the most work.

Where the draft lands

Thank-you drafts and a referral sheet.

What stays with you

Sending, and any gift or referral fee (check your state and industry rules first).

Gmail draftExample · Harbor Insurance Agency is fictional

Hi Diane, thank you for sending the Nguyens our way. It means a lot that you'd trust us with friends. We'll take good care of them. Rachel

Watch-outs

  • Referral payments are regulated in some industries (real estate, insurance, law). Thank-you notes are fine; check before paying anyone.
  • Don't tell the referrer details of the job without the customer's OK.

Questions owners ask

Is this worth it for a few referrals a month?

It takes almost no time once set up, and referrers notice.

Can it send a gift card?

Not on its own. Decide that yourself.

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