For window and door offices
Referral business used to be a quarter of your deals. It slipped because it depended on a few reps remembering to ask. R2 Referrals makes every customer a partner, every rep a participant, and every referral visible from received to paid.
41
Referrals generated
39
Referrals sold
$622,500
Revenue generated
95.1%
Referral closing rate
Live program totals across participating offices.
Your office's system sends every customer event to the hub through one integration. Each rep's own account receives the customers that belong to that rep.
A rep adds a customer as a partner and the rep's account sends the invitation. The partner gets a personal link, a QR code, and ready-made messages.
Each referral goes received, sold, installed, paid. The partner sees it in their portal and hears from their rep at every step. The office pays the reward and marks it paid.
No system integration yet? The whole program runs in manual mode: the rep marks Sold at the table and Installed on install day, and the partner is told each time from the rep's account. See the playbook for the connected and manual paths and the habits that make it work.
Every office gets a public page on the national map with its own leaderboard: medals, tiers, weekly movement, and a stat card for each partner. Reps get their own ladder behind login. This one is the demo office, running on real data.
Partners hear from their own rep at every step. The messages go out from the rep's account, in the office's look, and the office can edit every word.
Referral received
Referral sold
Referral installed
Referral paid
A monthly office fee plus a monthly seat for each active rep, with seats capped so a big office pays an enterprise price. One extra sold referral a month covers it at every size.
10 reps
$885
a month, $88.50 per rep
25 reps
$1,470
a month, $58.80 per rep
50 reps
$1,743
a month, $34.86 per rep
Customer data is never sold or shared. It is encrypted in transit and at rest, isolated per office at the database level, and every office admin, rep, and partner sees only their own rows. Reps and partners are offboarded with one action, and the office owns its partners and its data, including export on exit. The full security answers, sub-processor list, and breach notification timeline are in the proposal packet.
Sixty days, seats only, no platform fee. Pick a handful of reps, connect the office, and let the dashboard make the rollout decision.