WANOReferral Engine
Almost every roofer says referrals are their best lead source. Almost none have a system that actually asks — every time, at the right moment. The Referral Engine automates that ask for up to two years after every job, so the referral you already earned doesn't die because nobody followed up.
92%
of consumers trust referrals from people they know over any other form of advertising — referrals sell themselves before you ever get on the phone.
+16%
higher lifetime value from referred customers compared to non-referred ones — referrals aren't just cheaper leads, they're better ones.
The gap
The referral you already earned — and never asked for.
Roofers consistently call referrals their #1 lead source — and just as consistently, there's no system behind it. The ask happens if a crew lead remembers, or it doesn't happen at all. Meanwhile every finished job sits on a two-year clock of neighbors, co-workers, and friends who'll eventually need a roof — and hear nothing from you after the invoice is paid.
It's the same gap that shows up in Database Reactivation and Review Engine: value you already paid to generate, going unclaimed because nobody automated the follow-through.
How it works
A two-year ask that runs itself.
Job marked complete
The moment a job closes out in your CRM, the customer is enrolled automatically — no one on your crew has to remember to ask.
Day 2–3: the direct ask
A thank-you message that asks for an introduction and names the reward. Asking inside the first 48 hours drives up to 40% higher response than waiting.
Day 30: a softer check-in
“How's everything holding up? Any neighbors asking about the work?” — low-pressure, keeps the door open.
6 months: a seasonal hook
“Winter's coming — if anyone you know is thinking about their roof, we're still running our referral bonus.”
Ongoing, for up to 2 years
Messages keep landing on a seasonal cadence long after a human would've stopped following up — catching referral windows most roofers miss entirely.
What's included
Built once. Asking for years.
Automated 2-year post-job drip
Triggered off job completion in your CRM, sequenced from the first thank-you through seasonal check-ins for up to two years.
QR-coded referral landing page
A dedicated page for yard signs and invoices that tracks exactly which job, customer, and channel a referral came from.
CRM-tracked attribution
Every referral is logged against the customer who sent it, so nothing gets lost between the ask and the closed job.
Reward automation
A simple, transparent reward — paid fast once the referral closes, not just when it comes in. Slow payouts kill future referrals.
Compliance-aware messaging
SMS opt-in disclosure and referral-terms transparency built into the sequence, with insurance-job disclosure handled carefully.
Seasonal cadence, not spam
Messages are spaced and framed so past customers hear from you a handful of times a year, not every week.
Where this fits in your system
Referral Engine plugs in once your monthly system is running — it triggers off the same job-complete event as Review Engine, so past customers get one coordinated post-job sequence instead of two disconnected ones. The full pricing ladder shows how it stacks with the rest of the system — or get in touch if you'd rather talk it through first.
Stop leaving referrals on the table.
Talk through how the Referral Engine fits your current setup — no pressure, no hard sell.