How to Track Your Referrals & Prospect’s Steps

If you want to track where your referrals has been and what steps they have accomplished, our Referral & Affiliate program allows you to access the referral’s journey through our sales funnel. This is especially useful if you want to see if the person you’re referring is “stuck” in any of the steps and they may need a personal reminder from you to continue the process.

It’s also useful to see where most of your referrals stop and modify your referral strategy.

To access this data, go to your referral dashboard. Click on the “Conversion” page on the left-hand navigation menu.

Click on the Customer Tab on the top.

Inside the Customers list, you will find all referrals and leads who has at least opted-in to one step in the process. (i.e. watched webinar or downloaded the calculator, etc)

Under the Meta Data column, there are numbers that display in each of the rows. If you hover over the number, you’ll see their email, first name, and the steps they’ve taken so far.

Milestone_1 is usually set when the individual downloads a calculator or watches a free 25 minute video.

Milestone_2 is usually  set when the individual has started watching the full 30-50 minute webinar

Milestone_3 is usually set when the individual has booked a call with our team

This will give you a full view of where your referrals are at so that you can introduce them to the next steps!