One message. Sent at the right time. That's it.
Referral automation works when it's tied to real events — not manual reminders you forget to send. nudgey turns job completions and paid invoices into consistent, personalised referral asks. Here's exactly how.
Connect your trigger source.
nudgey watches the tools you already use — ServiceM8, Xero, QuickBooks, MYOB, or any system that can send a webhook. When the event you care about fires (job complete, invoice paid), nudgey picks it up and starts the sequence.
You choose which event matters most for your business. Most businesses start with one and expand later. Setup takes minutes — no developer, no IT person required.
Your customer gets a personalised text.
Within a configurable window after the trigger fires, nudgey sends a short, friendly SMS with your customer's name, your business name, and a unique referral link. Not a generic blast — a personal message timed for when satisfaction is highest.
The timing matters enormously. Customers are at peak satisfaction right after a good job. Miss it by a week and conversion drops dramatically. nudgey catches it every time, automatically.
Your customer shares with their network.
The referral link takes your customer to a simple form. They fill in their friend's name and mobile number. Done. The whole process takes under 60 seconds — no account to create, no app to download.
You can optionally offer a reward for both sides — the referrer gets credit, the referred friend gets a discount on their first job. Two-sided rewards drive measurably higher referral rates.
The lead lands in your inbox — or your CRM.
The moment a referral is submitted, you get an alert. The lead's name, contact details, and who referred them are all there. You call them. You win the job.
If you use HubSpot, nudgey can push the lead directly into your existing workflow. No copy-pasting, no lost leads sitting in a dashboard you forgot to check.
Why referral automation needs a system — not just good intentions.
Most service businesses don't lose referrals because customers refuse to refer. They lose them because the ask never happens, or it happens at the wrong time, or it happens once and then never again. Inconsistency kills referral programs before they start.
nudgey fixes this by standardising the whole sequence. Every completed job or paid invoice triggers the same workflow: detect the event, send the ask, capture the response, route the lead, track the outcome. The same every time. That consistency turns occasional referral spikes into predictable new business.
One completed job can start a compounding chain. The referred friend becomes a customer. They get the same text after their job. They refer someone else. It compounds — if you have a system that makes it happen.
How it works — the details.
Does the SMS come from my number? +
The SMS is sent from a dedicated nudgey number — your business name and message appear in the text itself so your customer knows exactly who it's from. Opt-out handling (STOP replies) is handled automatically so you stay compliant.
What if my customer was recently asked for a referral? +
nudgey has configurable cooldown periods. If a customer has already been sent a referral request recently, they won't receive another one until the cooldown window passes. You control the duration — we recommend 60–90 days between asks to the same person.
How personal does the message feel? +
Very. The message includes your customer's first name, your business name, and the referral offer specific to your campaign. You can write the template yourself or use one of ours — either way, it reads like a personal text, not a bulk SMS.
Do I need a developer to set this up? +
No. For standard integrations like ServiceM8, Xero, and QuickBooks, setup is point-and-click. For custom webhook sources, you'll need to be comfortable with basic API configuration.
Which integrations are supported? +
For inbound triggers (what fires the SMS): ServiceM8, Xero, QuickBooks Online, MYOB, and any system that can send a generic webhook. For outbound lead routing: HubSpot and custom webhooks. Don't see yours? Tell us and it moves up the queue.