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Referral Machine

Turn happy customers into a referral source. The highest-converting channel (30–40% close rate on referrals).

📈 35–50% (these are warm customers) avg reply rate
🎯 Goal: Get 1–2 warm introductions from each happy customer
2 touches · 4 days
Ideal for
  • Post-onboarding (60 days in)
  • After a positive review or NPS
  • After a renewal
Tools needed
Smartlead / Instantly
Connect these tools in GTM Settings to automate email steps. Call and LinkedIn steps include scripts to use in your chosen tool.

The sequence

✉️
Email (automated)Day 0Wyber sends
Subject
{{first_name}} — quick favour?
Body
Hi {{first_name}},

It's been great working with you — [specific win they've had with your product].

I have a quick ask: do you know 1–2 other [ICP role]s at [ICP company type] who might benefit from [product]?

If so, a quick introduction by email would mean the world. Just reply and I'll take it from there — no awkward sales pitches, I promise.

{{sender_name}}
✉️
Email (automated)Day 4Wyber sends
Subject
One more thought on the referral
Body
Hi {{first_name}},

Following up on my note — if it helps, here's a template you could forward:

---
"Hey [friend], thought of you — I've been using [product] for [outcome] and it's been great. Might be worth a quick chat with {{sender_name}}: [calendar link]"
---

Feel free to edit it however you'd like. And as always — there's [referral incentive if any] in it for you if they sign up.

{{sender_name}}
Automate on canvas

Drag these steps onto the visual canvas and connect them to your outreach tools.

Open canvas →
Connect your tools

Connect Smartlead/Instantly for email, JustCall for calls, and Sales Nav for LinkedIn.

Connect tools →