Home Uncategorized How To Create a Referral System for Your B2B SaaS

How To Create a Referral System for Your B2B SaaS

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How To Create a Referral System for Your B2B SaaS

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How do you ask your current users to share your product with a friend? In this video, I share how to create a referral page system to get your current customers sending you new customers.

DOWNLOAD: Referral System Page Worksheet™ –

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“Help me. Help you”


Not talking about that epic one liner from Jerry Maguire.

I’m talking about the inner dialogue your customers experience whenever they try to refer your product to their tribe.

One of the EASIEST ways to acquire a new B2B Saas customer is to have your current users refer you at scale.

Just ask Dropbox 😉

Only problem is… most companies make that process painfully hard and complicated.

And since not having a simple and effective referral strategy is such a crazy missed opportunity to grow your user base while creating an army of evangelists…

I shot a new video showing you the 4 steps to creating a referral system that acts as a win-win-win…

… for your current customers… your new customers… and your company.

On a high level, here’s what it takes to implement an effective B2B SaaS referral system:

1. Choose a win
2. Give to both
3. Make it easy
4. Seed it

Of the four, the first one is where most SaaS companies mess up.

Put it this way… if you were a restaurant owner, would people be more likely to refer you:

a) After they’ve booked a reservation
b) While waiting in line
c) When the waiter brings out the food
d) After they’ve eaten… and are waiting for the check.

Same goes for your SaaS.

Make the ask after a nice juicy win… and you’ll be well on your way to implementing a winning referral strategy that exponentially grows your user base without sucking air out of your acquisition margins.

Watch the full video to go deeper into the other steps

Dan “you complete me” Martell

Don’t forget to share this entrepreneurial advice with your friends, so they can learn too:


“You can only keep what you give away.” That’s the mantra that’s shaped Dan Martell from a struggling 20-something business owner in the Canadian Maritimes (which is waaay out east) to a successful startup founder who’s raised more than $3 million in venture funding and exited not one… not two… but three tech businesses: Clarity.fm, Spheric and Flowtown.

You can only keep what you give away. That philosophy has led Dan to invest in 33+ early stage startups such as Udemy, Intercom, Unbounce and Foodspotting. It’s also helped him shape the future of Hootsuite as an advisor to the social media tour de force.

An activator, a tech geek, an adrenaline junkie and, yes, a romantic (ask his wife Renee), Dan has recently turned his attention to teaching startups a fundamental, little-discussed lesson that directly impacts their growth: how to scale. You’ll find not only incredible insights in every moment of every talk Dan gives – but also highly actionable takeaways that will propel your business forward. Because Dan gives freely of all that he knows. After all, you can only keep what you give away.

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