RESTORATION STARTUP · ALASKA
A referral program and an operations platform for a restoration startup
A restoration startup in Alaska needed more work from trade partners and a unified view of the whole business. We built a referral program that runs itself, a company website, and an operations platform concept that puts jobs, money and partners on one screen.
The situation
Referrals came in by phone and nobody tracked which partner sent what. Jobs lived in one system, money in another and partner relationships in people's heads, so the owners had no single view of the business.
What we built
REFERRAL PROGRAM
- A public referral form a trade partner can finish in about a minute from a phone
- A separate link for each partner type, so the source of every referral is known
- Instant alerts to the team by text, push notification and email
- A leads view with status, urgency and an age marker that turns hot when a new lead sits untouched
PARTNERS AND INCENTIVES
- A partner view showing referrals sent, jobs won and conversion for each partner
- A trip raffle where each referred job that is won earns one entry
- An export of the partner list for follow-up
- A recurring rhythm of partner events, with contact capture at each one
OPERATIONS PLATFORM
- An owner dashboard with cash, receivables, work in progress and the items that need attention
- Financials with revenue, gross profit, receivables aging and job costing, designed to draw from the accounting system
- Job management from dispatch to invoice, with drying documentation and estimates
- A CRM with pipeline, contacts and referral partner results on the same platform
- Lead source performance and speed to first contact
- Analytics, Google Local Services Ads and other ad campaigns flowing into the same view through custom connectors
- Designed to replace separate job, accounting and sales tools with one platform
WEBSITE AND TEAM TOOLS
- A new company website with lead forms
- Google Local Services and search advertising managed alongside it
- A shared task tracker for the leadership team, with owners, deadlines and aging colors
Screens
Referral tools and operations platform concept screens, with client details removed.
What changed
- Partners can refer in under a minute and see that it was received
- The owners can see which partners send work that closes
- Referral follow-up runs on a system, not on memory
- The owners could see what one view of the whole business looks like
Want something like this in your business?
Tell me what is going on and I will tell you what I would build first.