COACHKIT GUIDES
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Referrals & marketing
4 articles
Campaigns, sources and referral approvals.
Referrals & marketing · Owners
Create and use Marketing Sources
Track where leads and clients heard about your business.
1 min read
Referrals & marketing · Owners
Create and manage Referral Campaigns
Define an offer with dates, disclaimer and reward timing.
1 min read
Referrals & marketing · Everyone
Understand referral approval and reward timing
Separate the request, newcomer booking and reward fulfillment.
1 min read
Referrals & marketing · Owners
Build follow-up emails and Focused Sales sequences
Assign lead follow-up without confusing personal email, bulk campaigns or staff access.
1 min read