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How to set up a referral program without Kajabi's affiliate feature.


How do I set up a referral or affiliate system in Kajabi?

When I don't want to or don't have Kajabi's affiliate features.

As I'm planning out my NP2NYC, one thing that was suggested was setting up a REFERRAL system so that: 
a) existing members/superfans can refer to new people, and
b) new people can let me know who referred them.

I'm not at a point of wanting to set up an affiliate system yet (Part a) ), but I would like to set up a way for new people to let me know who referred them (Part b) ).

Tamsen mentioned being able to send out thank you notes/Amazon gift cards.

What I need:
- a technical walkthrough on setting this up
- how do I get notified and track this?

The bottom line:
This needs to be really simple and quick to set up because I have a limited amount of time to work on it

How to set up a referral process with Kajabi's standalone pages

You're going to love how simple this is:

  1. Add a form or an assessment to a standalone/thank you page. The one that displays...
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3 Ways to Minimize your Kajabi Membership Cancelation Rate

Kajabi's Facebook Live

Yesterday Kajabi had a fabulous Facebook live with Gravy Solutions and Jcron! Did you catch it? Gravy Solutions is working with Kajabi to help with member retention and caring about customers is definitely an area that I enjoy geeking out about because it's caring about people - and I'd venture that you value that also.

I'm also all about being proactive in our business ... what can we do to eliminate completely or minimize future headaches.

How to treat membership retention in a proactive way. 

Here were Casey's tips to helping you handle your membership retention in a proactive way. 

Stop overwhelming members.

Curb Overwhelm - find ways to make what you provide more simple. I call this simplify to amplify. He recommended constantly asking 2 questions from the perspective of your member:

1. What do I do now?
2. What do I do next?

Hire someone and watch them go through your membership.

His next tip (which I'm also a HUGE fan of) was get another set...

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Kajabians - tell your customers thank you!

When was the last time someone told you thank you?
When was the last time you received a thank you gift?

How did you feel?
Pretty incredible I bet!

Grab the done-for-you thank you checklist here. 

How do I remember to say thank you?

  • Use Alexa to set thank you reminders for you.
  • Use your phone
  • Use your calendar
  • No matter what you choose - just automate it - this is one business task that you want to fix-it-and-forget-it

Who should I say thank you to?

Everyone but that's not always practical and you need practical and consistent.

If you have a membership site on Kajabi, take your members and add them to a recurring thank you schedule. Take your total amount of members divided by 4 and then put 1/4 of them on the 1st, 2nd, 3rd, and 4th of every month. When new members join, add them to one of the 4 thank you days. This is also a great task to divide up among team members and spend time saying "thank you."

You could also take your top customers based on the dollar amount and set...

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Simplify life, business, and Kajabi to Amplify your message, results, and freedoms: time and financial.