Referral Tracking

Every completed job generates a trackable referral link, so happy homeowners become the next lead source on their own street.

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The problem

The best lead on a street is the neighbour of the job you just finished

Roofing is one of the few trades where the marketing is visible from the pavement. A new roof going up is a conversation on the whole street, and the homeowner who just had it done is the most credible salesperson you will ever have. But almost nobody systematises this. Referrals happen by accident, arrive with no attribution, and the customer who sent three jobs your way is never identified — let alone thanked. So the channel stays a happy accident instead of a repeatable source.

Referrals aren't a bonus you receive. They're a channel you either operate or leave sitting there.

What it actually does

In plain terms.

A unique referral link generated for each completed job, tied to that homeowner

Referred leads attributed automatically back to the customer who sent them

A visible record of who has referred what, so your best advocates are actually known

An introduction sequence for the referred homeowner that leads with the neighbour's job

Reward or thank-you tracking, so nobody who sends you work goes unacknowledged

In practice

A neighbour asks about the roof going up across the street

Without Orbit

Your customer says 'they were good' and finds no number to give.
The neighbour searches and calls three companies.
If they pick you, nobody knows why.
The customer who sent them is never thanked or asked again.

With Orbit

Your customer already has a link to send.
The neighbour arrives pre-warmed by the referral.
The lead is attributed automatically to the sender.
Your best advocate is identified and thanked, and refers again.

How it fires

Step by step, in your business.

The job completes

A finished job generates a referral link unique to that homeowner.

The link goes out

It's shared with the customer alongside the review request, while goodwill is highest.

A neighbour uses it

The referred homeowner arrives already tagged to the person who sent them.

They get a warm intro

The referred lead enters a sequence that leads with the neighbour's job, not a cold pitch.

The referrer is credited

The attribution is recorded so the advocate can be thanked or rewarded.

How it connects

It doesn't work alone.

Referral Tracking rides on the same completion trigger as Review Automation — the moment a homeowner is happiest is the moment to ask for both. Referred leads land in the normal intake handled by Instant Multi-Channel Response, and Homeowner Nurture keeps the original customer engaged long enough to refer more than once.

See Referral Tracking working on a real pipeline.

Book a demo and we'll show you it configured for a business like yours.

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