‘Ello and welcome back to The Loop! This month we're talking about referrals: the gap between happy customers and actual referrals, and the new AI Agent we built to close it.
In this month’s edition →
- The referral gap you should know about
- An introduction to your Referral ✨ AI Agent
- A new season of Marketplace content and ideas
- And anything else you might have missed
The best people know the best people.
Here's a stat that should alarm and excite you: 83% of satisfied customers say they'd happily refer your organization, but only 29% actually do. Alarming, because that's a massive gap between the customers who would and the customers who do. Exciting, because it means your customers are just waiting for a signal from you to make it happen.
All they need is to be asked… and we built a system that does the asking for you.
Finally, a referral engine that runs itself.
Meet your Referral ✨ AI Agent: an always-on referral system that makes collecting high-quality leads effortless, with zero extra lift from your team. Customers refer you in two taps: open the Culturello app and share their unique QR code with friends and family.
Once scanned, the lead lands in your smart Leads Table, and the Agent moves them through the pipeline automatically, so you always know where they stand. The referrer is also thanked for their efforts and get attribution for each referral.
And this is what makes it truly unique: the agent thinks bigger than customer-to-customer. The system is omnidirectional. That means everyone in your orbit becomes a potential referral source. Employees can refer patients, patients can refer partners, and anyone can refer new team members, replacing job board posts entirely. All in one system.
Watch the video below for everything you need to know about your new Referral AI Agent:
Ready to fall for new content and campaigns?
Fall into Great Care: Celebrate the season with a fall-themed referral campaign! We've got plenty of campaigns to choose from, but kicking things off with a seasonal one feels fresh and intentional. Plus, fall is all about back-to-school energy and new beginnings which is a great time for people to spread the word.
To set it up:
- Navigate to Manage > Referrals
- Click Add to start a new referral campaign and select the referral direction you’d like the campaign to follow
- Choose from Marketplace and type in Fall for Great Care
- Set the campaign details and adjust any of the messaging (or leave it as it is!) and hit Publish to set it live
Tailgate Corner: QR Code Points Football season is here. Kick things off by setting up a "Tailgate Corner" in your office with team colors, mascots, decor, and fun merch included. Spotlight your local high school or college team, or go bigger with your favorite from the NFL. Encourage members to wear their team colors to their visit and scan a QR code (hidden somewhere in the Tailgate Corner!) to collect bonus points.
To set it up:
- Create a QR code, download the assets, print out, and hide them in your Tailgate Corner!
Boost Engagement: Contests and Surveys Are you connecting with your members in between visits? If not, there's an easy fix. Your Marketplace is full of ready-to-schedule content! Choose from pre-built picks like "Rank Your Fall Flavors," or create your own survey when you want real feedback straight from your members.
To set it up:
- Navigate to Marketplace
- Sort by Newest and choose a pre-built Survey or Contest to schedule
- You can also navigate to Manage > Surveys and create your own and customize from there
In case you missed it:
💻 Recorded Webinar: Referral ✨ AI Agent Deep Dive
Want a closer look at the Referral AI Agent? Check out a pre-recorded webinar from our Growth & Success and Product team members. They’re covering everything you need to know about the new feature and how to get it set-up today.
📝 New Blog Post: What Are Omnidirectional Referrals?
You don’t hear the word “omnidirectional” every day! We’re breaking down exactly what it means and why it’s important to understand for your growth and referrals.