01 / The goal
Reliable wants a structured referral partner program. Selected Realtors, contractors, past customers and other trusted partners each get their own referral link, QR code and tracking phone number. Every homeowner they send is credited to them automatically, flows through the normal sales process, and earns the partner a referral fee only when the job reaches a signed contract. All of it stays reportable by partner, with no spreadsheets.
02 / What success looks like
One Realtor, one quarter
A Realtor gets her own Reliable referral link, QR code and tracking number. She sends five homeowners. Later you open the Referral Program dashboard and see: 5 leads (3 by form, 2 by phone), 2 signed contracts, $60,000 in revenue and $1,000 in referral fees paid.
| You asked to see | Where it comes from |
|---|---|
| Leads per partner | Referral Partner recorded on every referred lead |
| Form vs call | Lead Channel recorded automatically |
| Signed contracts per partner | Jobs that reach the Signed Contract stage |
| Revenue per partner | Contract value on signed jobs |
| Conversion rate per partner | Signed contracts compared with leads |
| Referral fees paid per partner | Referral fee amount and Paid status |
| Overall program results | All partners combined on the same dashboard |
03 / What you already have
Referral form
Your Reliable Referral Estimate Request form is already set up with name, contact details, address, job type and scope of work. We add the hidden partner tracking to it.
Signed Contract stage
Your Residential, Home Remodeling (Customer Projects) and Commercial pipelines already have a Signed Contract stage. That is where the referral fee is triggered.
Tracking numbers
You already use dedicated tracking numbers for ads, postcards and print, all ringing through to the main office. Partner numbers work the same way.
Job types
Roofing, Siding, Windows, Doors, Decks/Porches and Seamless Gutters are already captured, so service interest is tracked from day one.
04 / What we need from you
| # | Question | Why it matters |
|---|---|---|
| 1 | Is the referral fee a flat amount or a percentage of the contract? Same for every partner? | Sets how the fee is calculated at Signed Contract |
| 2 | How many partners at launch, and who? (Names and emails are enough.) | Sets up the first links, QR codes and numbers |
| 3 | A dedicated tracking number per partner, or one shared referral number? | Each number has a small monthly cost plus call usage |
| 4 | Should referrals count in Residential only, or also Home Remodeling and Commercial? | Decides where referred leads land and which signings pay a fee |
| 5 | Who should be alerted when a referral lead comes in and when a fee is owed? | Sets the internal notifications |
| 6 | Is the contract value entered on the job when it is signed today? | Revenue by partner depends on it |
| 7 | Do you want partners notified when their referral signs or their fee is paid? | Optional add-on |
05 / Next steps
| Step | Owner |
|---|---|
| Answer the questions above | Reliable |
| Build fields, form tracking, numbers, automations and dashboard | FireRock |
| Live end-to-end test with a test partner (form, call, signed contract, fee paid) | FireRock |
| Walkthrough and partner onboarding checklist | FireRock with Reliable |
See the Build Plan tab for the full system map, each automation and the Definition of Done.