Erdica Posted 11 Feb 2013 , 8:27pm
post #1 of

I did a search and couldn't seem to find an answer to this.  I know some businesses have done/are doing a referral program and have had some great success.  My question is....how do you keep track of every thing coming in?  Do you use a spreadsheet to keep the running tally for your clients?  What way did you find to keep yourself from going crazy with all the numbers?  And then do you email your clients and say "Dear Sue, you have a $15 credit on your account..."??  I am just trying to figure out the back end of this before taking the plunge.  

 

Thanks in advance!!!

4 replies
DeliciousDesserts Posted 11 Feb 2013 , 9:29pm
post #2 of

AI'm not sure I understand the question. Am I correct that you offer a discount or credit to those who send you referrals?

I don't do that. I work with a network of people in the industry. We refer because of the quality.

If I was going to do that, I woul do exactly as you describe. I would use an excel spreadsheet to track each persons tab. When a new credit or withdrawal I added, I would send an email. "Dear x, thank you for referring ABC. I have added $x to your account & your new total is $y. ". Or "dear c, thank you for your recent order of ABC. The total cost of $x has been deducted from your account and your remaining balance is $y. Thank you for your business!"

Erdica Posted 11 Feb 2013 , 9:42pm
post #3 of

It's been discussed on here a couple times about a referral program/loyalty.  I was just curious how those using it, keep track of it.  

cookie smalls Posted 13 Feb 2013 , 2:51am
post #4 of

AI made a spreadsheet using Excel. I started my referral program last month using my most recent customers who have referred a lot of people and added those referrals to the spreadsheet. I do have guidelines that in order for the referral to count their name must be given before cake is either delivered or picked up. Idk if this helped.

Erdica Posted 13 Feb 2013 , 1:49pm
post #5 of

It does help.  Do you mind sharing a blank copy of your Excel sheet you use?  I was thinking of doing it in Excel as well since I am very familiar with the program.  

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