Step 5:  Market your referral program and ask at the right time

At commissioning I hand-deliver the customer's project folder to them.  It's the best time to reinforce the relationship and ask if they know anyone else that I should be speaking with.

- Ryan Mosel, Director of Sales & Marketing at ATMA Energy

A referral program won’t do any good if your customers aren’t aware of it!  Take advantage of your existing website, social media channels, and email lists to inform your customer base of your great referral program.  Follow-up with your customers at positive milestones.  We’ve found the following times to be most effective:


1. At contract signing

2. After installation

3. At commissioning

4. After 1st electricity bill

5. Project anniversaries