Referral Program
Wellness clients refer at higher rates than almost any other service business — when they’re asked at the right moment. Most practices ask wrong (too soon, too generically, or never). This automation gets the moment right and makes the mechanics frictionless.
When the ask fires
Built on the same milestone engine as the review system:
- First major win (50% to goal, biomarker shift, streak achievement)
- Renewal moment (high-satisfaction signal)
- Anniversary (1 year, 2 year)
- Practitioner manual tag (“client just told me their friend asked about us”)
Never sooner than the first major win. Never aimed at struggling clients.
How the referral mechanic works
For the client
- Unique tracking link delivered by SMS + email
- One-tap share to text, WhatsApp, social
- They see when their referral opens, books, buys
- Credit auto-applied to their next billing cycle
For the referred friend
- Lands on a discount-tier page ($X off, free intake call, bonus week)
- Identity tied to the referring client throughout the funnel
- Notification fires to original client at each conversion stage
For the practice
- Referral leaderboard (great for group programs)
- Top-referrer rewards (free month, VIP perks)
- Tracked source attribution across all marketing reporting
Why milestone-tied referrals convert higher
The friend who asks “what’s been working for you?” is asking in a specific context — they’ve watched the client lose 20 lbs, their hormones come back, their gut settle. The referral lands with proof already embedded. Conversion on these is typically 30–40% vs 5–10% on cold ads.
Compliance notes
Referral incentives are FTC-disclosed in the program terms. Referral credits cannot be tied to clinical outcomes promised. The snapshot copy keeps you on the right side of FTC and (where applicable) state health-board rules — but you’re still responsible for your specific compliance posture.