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Feature · Roofing Snapshot

Referral Attribution

Track which neighbor and which past customer sent you the lead, automate the thank-you and reward, and turn one storm-damaged street into a chain of signed roofs.

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Know exactly who sent you the roof

When a hail core hits a subdivision, one signed roof should turn into five. The neighbor sees your sign in the yard, the crew on the street, the new shingles going on — and they want the same. Referral attribution makes sure you know exactly who sent each lead, so you can reward the right people and turn one job into a chain reaction down the block.

Inside your GoHighLevel account, every new lead gets tagged with its source: which past customer referred them, which neighbor, which yard-sign street. No more guessing where your best jobs come from.

  • Source tagging — every referral lead is linked to the customer or neighbor who sent it.
  • Automated thank-you — the referrer gets an instant, genuine thank-you the moment their referral comes in.
  • Reward tracking — gift cards, referral bonuses, or discounts get tracked and triggered automatically.
  • Neighborhood chains — see which streets are producing referral clusters so you can saturate them.

Why attribution beats guessing

Most contractors know referrals are their best leads but cannot tell you which customers actually drive them. That blind spot costs money:

  • Reward the real referrers — stop spreading thank-yous thin; pour appreciation on the customers who actually send business.
  • Double down on hot streets — a subdivision producing three referrals is worth canvassing hard with route planning.
  • Prove the channel — see referral revenue as a real, measured number, not a vibe.
  • Close the loop — the referrer hears back fast, which makes them refer again.

Referrals — untracked vs attributed

Before

A great customer sends two neighbors → no one logs where they came from → the referrer never gets thanked → they stop sending leads → the channel quietly dies

After

Each referral is tagged to its source → the referrer gets an instant thank-you and a reward → they feel appreciated → they send the next three neighbors → one job becomes a street

Turns happy customers into a sales force

Referral attribution works hand in hand with the rest of your reputation engine. A homeowner who just left a five-star Google review is primed to refer; a homeowner who watched their roof get built through the project status portal trusts you enough to vouch for you. Attribution captures that goodwill and converts it into tracked, rewarded, repeatable referrals.

  • Post-completion referral ask — after the roof is done and the review is in, a referral request fires automatically.
  • Yard-sign tracking — leads that mention your sign get tied to the job that planted it.
  • Past-customer reactivation — when a new storm hits an old job’s neighborhood, those customers get a “tell your neighbors” nudge.

Built into your pipeline, not bolted on

Because attribution lives in GHL, the source tag travels with the contact through the entire pipeline — inspection, claim tracking, build, and close. When the job finishes, the system already knows who to thank and reward, with no manual lookup. The snapshot wires the tagging, thank-you sequences, and reward triggers during install.

Live in 24 hours

Referral attribution ships inside the Roofing Snapshot for a one-time $1,500 (was $2,300), live in your GoHighLevel account within 24 hours. Stop letting your best lead source run on luck.

Track every referral and turn one roof into a whole street

How does it know who referred a lead?

Referral leads are captured through tagged forms, links, or a simple 'who sent you?' field, then tied to the referring customer's contact record automatically.

Can I run a reward program?

Yes. You define the reward — gift card, bonus, discount — and the system tracks and triggers it when a referral closes, so no one gets missed.

Does the referrer get thanked automatically?

Yes. The moment a referral comes in, the referrer gets a genuine thank-you, which keeps them sending more.

Can I see which neighborhoods refer most?

Yes. Attribution clusters referrals by street and subdivision so you can target your canvassing where the trust is already built.

How it fires in your firm

From trigger to outcome — in seconds

Every feature in the snapshot follows the same predictable flow once installed. No tinkering, no manual steps.

1
Trigger fires

Inbound call, form submission, missed appointment, or scheduled date — the right trigger kicks off the workflow.

2
AI processes

Voice or text AI gathers context, qualifies, and routes — calibrated to your contractor type.

3
Action taken

Booking, transfer, follow-up, invoice, or review request — whatever the workflow is configured to do.

4
Confirmed

SMS + email confirmation to the prospect. Internal alert to your team. CRM record updated.

5
Tracked

Full transcript and structured data flow into GoHighLevel. Searchable, filterable, exportable.

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