This is your first training, so this is your first time hearing this. Let’s keep it simple. We’ll go over what makes a business a good fit for Referrizer and who you should contact when you’re reaching out to these businesses.

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1. Industry Focus

Referrizer works best with businesses in the Fitness and Wellness industries. These are the types of businesses we help:

• Fitness:
  • Gyms
  • CrossFit Studios
  • Boxing Gyms
  • Boot Camps
  • Martial Arts Studios
• Wellness:
  • Spas
  • Massage Therapists
  • Yoga Studios
  • Skin Aesthetic Clinics

These businesses are all about serving clients and keeping them happy. That’s where Referrizer can help with tools for marketing, referrals, reviews, and loyalty programs.

2. Growth-Oriented

For Referrizer to work, we need businesses that are looking to grow. These businesses want:

• New clients.
• More people signing up or booking appointments.
• Engaging existing clients to bring in more referrals, and reviews, and keep them coming back.

Key Signs of a Growing Business:

• They’re investing in marketing and want to expand.
• They want to reach more people or grow their customer base.

3. Accepting New Clients

The business must be accepting new clients. If they’re fully booked, they won’t be able to use Referrizer to grow.

Key Question to Ask:

• “Are you currently accepting new clients, or are you fully booked?”

4. 40+ Active Clients or 200+ Contacts in the Database

For Referrizer’s tools to work, the business should already have a decent number of clients or contacts. Here’s what we’re looking for:

• 40+ Active Clients: These are clients who are currently using their services.
• 200+ Contacts in the Database: A good amount of people they’ve collected information about (like email addresses or phone numbers).

Key Question to Ask:

• “How many active customers do you have each month?”
• “How many contacts do you have in your database?”

Example:

• 20 Active Clients / 300 Contacts = Good Fit
• 60 Active Clients / 150 Contacts = Good Fit
• 30 Active Clients / 150 Contacts = Not a Good Fit

5. Focus on Referrals, Reviews, and Retention

The best businesses for Referrizer are interested in:

• Getting more referrals from happy clients.
• Improving their reviews to look good online.
• Keeping their current clients coming back with loyalty programs.

Key Signs:

• They are already asking clients for referrals and reviews.
• They’re looking for ways to keep clients around longer with loyalty programs.

Key Questions to Ask:

• “Are you currently running any referral or loyalty programs?”
• “How do you manage your online reputation and reviews?”

6. Who to Contact

For single-location businesses, you’ll always want to speak to the owner. For franchise businesses, we can still work with them even if the owner isn’t available. The goal is to either reach the owner or a district or regional manager who can make decisions.

Single-Location Businesses

• Who to Contact: The owner of the business.
• Reason: The owner makes the decisions for the business, including marketing.
• Key Question:
  • “Can I speak with the owner regarding marketing decisions?”

Franchise Businesses

• Who to Contact: The owner (if they’re available and managing the locations) or the regional manager/district manager who manages decisions across multiple locations.

If the Owner Isn’t Available:

• Set a callback to try to reach the owner directly at their location.
• If they don’t work at that location, schedule the regional or district manager to discuss marketing and decision-making (this is a last resort if you can’t reach the owner).

Reason: The owner might not be directly involved in daily decisions for franchises, especially when they own multiple locations. The regional or district manager typically handles marketing decisions for the franchise locations.

Key Question to Ask:

• “Who is responsible for marketing decisions across your locations? Is it the district manager or regional manager?”

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Summary of Key Fit Criteria

Here’s a quick summary to remember:

1. Industry Focus:
   • Fitness (gyms, CrossFit, boxing, boot camps, martial arts)
   • Wellness (spas, massage, yoga, skin aesthetic clinics)
2. Growth-Oriented: They want to grow by attracting new clients.
3. Accepting New Clients: They must have room for more clients (not fully booked).
4. 40+ Active Clients or 200+ Contacts in Database: They need a solid base of clients or contacts for Referrizer to work.
5. Focus on Referrals, Reviews, and Retention: They need to be interested in using Referrizer’s tools to grow, get referrals, improve reviews, and keep clients coming back.
6. Decision-Maker Contact:
   • Single-location businesses: Contact the owner.
   • Franchise businesses: Try to contact the owner first. If unavailable, schedule a callback, and if they don’t work at that location, contact the district or regional manager (this is a last resort).