Ambassador: referrals
See who sends you business, follow it through to closed deals, and reward the people behind it.
About 5 minutes · Running the shop
The people who already love you are your best marketing channel, and most businesses never find out who they are. Ambassador keeps score: who referred whom, what that business turned into, and who's owed a thank-you.
1Record referrals
- Mark the relationship. On any contact's card, set referred by. That one link is the seed of everything here.
- Or hand out referral links. Each advocate can get a trackable link. Anyone who arrives through it is attributed automatically.
2Read the leaderboard
- Open Ambassador in the left menu. The leaderboard ranks your advocates by referrals and by the value of what closed.
- Follow the money through. A referral that becomes a deal that becomes revenue stays attributed to the person who started it. You see the true value of a champion, not just a count.
Ambassador
1 · Eleanor Vance
4 referrals · $410k closed
Reward paid
2 · Marcus Webb
2 referrals · $180k closed
Reward due
3Reward and repeat
- Rewards
- Track what each advocate has earned and what's been paid, so nobody's favor goes unthanked.
- The relationship graph
- Referred-by links live on contact cards, so who introduced whom survives staff changes and long gaps.
- Say thank you on time
- Wire a small automation: when a referred deal closes, open a task to thank the referrer that week. It's the cheapest growth lever you have.
Your gone-quiet champions are worth a check-in even when there's no referral in flight. ARC's brief will surface them; see the next guide.