The playbook
The product is a set of habits with software underneath. Pick your path, then work the levels: 101 to launch, 201 for momentum, 301 to scale. Every habit here takes minutes, and the dashboard shows whether it is being done.
Start here
Does the office's business system send customer events to R2 Referrals?
Yes: Connected
Sales and installs move on their own. The admin marks Paid.
No: Manual mode
The rep marks Sold at contract and Installed on install day. The admin marks Paid. Same partner emails either way.
Either path, the same program. The levels below are the same for both.
The admin and the sales leader. Ten minutes a week once it is live.
Office 101
Weeks 1 to 4
- 1Pick the path. Connected or manual mode. Manual mode is two clicks per referral and works from day one; the integration replaces them later.
- 2Five partners per rep in week one. Every pilot rep adds five past customers. The invitations and nudges go out from the rep's account on their own.
- 3Publish the rewards. Set the tiers before the first invitation; they show on the signup page and in every portal.
- 4Leaderboard on from day one. Public page on, podium on the sales-floor screen. An empty board fills faster than a hidden one.
- 5The weekly zero call. Every Monday the admin opens Reps and calls the rep with zero partners. Ten minutes, the whole program.
Office 201
Months 2 to 4
- 1Install day is the ask. The rep invites the homeowner as a partner before leaving the install. Happiest moment, highest yes rate.
- 2Monthly partner push. One campaign from the rep accounts to every partner: a season, a product, a thank-you. Built once, pushed everywhere.
- 3Friday standings. The ladder on the screen and the coaching line read aloud: two away from third. Reps chase what they can see.
- 4Pay within seven days. Mark Paid the week the check goes out. The Paid email is the strongest one; it makes the next referral.
- 5Open the join page. Once the board shows proof, let neighbors ask to join from the public page. The office approves each one.
Office 301
Month 5 on
- 1Every rep enrolled. Seats are capped, so the marginal rep is free. No pilot group anymore; the program is how the office sells.
- 2Tune the tiers from the dashboard. Where do partners stall? Two paid and never a third means the third tier is the one to raise.
- 3A quarterly event for Gold and Platinum. Recognition beats reward at the top of the board. Dinner, a plaque, their name on the screen.
- 4Connect what is left. The system integration if you started manual, the Do Not Call sync, central campaign push. Volume pays for them now.
Timing is the lever. Ask on install day, answer the same day, mark it sold at the table.
Rep 101
Your first week
- 1Add five partners the first week. Past customers who would say yes if asked. The invitation and the nudges are automatic; you only name them.
- 2QR code on the card. Put your share kit's QR code on your business card and the leave-behind. Every card is a referral form.
- 3Answer the same day. A referral is a warm lead with a name attached. Your first contact time shows on the dashboard.
Rep 201
Months 2 to 4
- 1Ask at install day, not sale day. Invite the homeowner as a partner while the crew is packing up. That is the day they want to tell someone.
- 2Text the share kit yourself. After a partner joins, send them the ready-made text personally. A partner who has shared once shares again.
- 3Phone-ins go under the partner. When a partner calls you a name, enter it under them on New referral. They still get credit and the email.
- 4Mark it sold at the table. In manual mode, mark the referral sold when the contract is signed. The partner hears from you that night.
Rep 301
Month 5 on
- 1Chase the rep above, coach the partner below. The ladder tells you both. A partner one referral from Gold needs one text from you.
- 2Re-invite last year's installs each quarter. Pull the install list, invite anyone not yet a partner. The best partners are twelve months out from their own project.
- 3Thank Paid partners by phone. A call the day the reward lands. Partners who get that call refer again within sixty days.
Admins and reps find these levels in the university, one screen from every page, with the how-to for each habit. The pilot success criteria are the 101 level measured.