Referral & Advocacy
Referrals convert better than every other channel and most B2B teams run them ad hoc. A gift card here, a quarterly email there, a half-hearted ask at QBR. This playbook turns the motion into a tracked channel with disciplined timing, drafted intros, and end-to-end attribution.
The problem
Most B2B referral programs either get launched as a one-off (mass email, gift card, brief spike, no follow-up) or live as a quiet line in the CSM playbook that nobody enforces. The advocates exist. The asks are inconsistent, badly timed, and tracked nowhere that an AE can act on.
How DataChi runs it
DataCHI identifies advocates from CSAT, NPS, support sentiment, and public mentions. It picks an ask moment that makes sense (post-win, post-renewal, after a public shout-out), drafts the intro blurb, suggests likely recipients from the customer's public network, and tracks the chain from intro through closed-won so attribution holds up.
What's included
- Advocate identification from CSAT, NPS, support sentiment, and public mentions
- Ask timing tuned to the customer's recent positive moments
- Intro messages the customer can send with one edit
- Recipient suggestions pulled from the customer's public network
- Attribution from referrer to closed-won revenue
- Slack-native ask flow that keeps friction below the threshold of refusal
Who it's for
CS, marketing, and revenue teams ready to run referrals as a tracked channel rather than a side hustle.
Outcomes
- Steady referred pipeline instead of a once-a-quarter spike
- Win rates on referred deals that beat cold outbound by a wide margin
- CAC on the referred channel that beats every paid alternative
Ready to run Referral & Advocacy with DataChi?
See the playbook in action with your data, your stack, and your team.
Book a 20-minute demo