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7FA SOP Example

Creative and Strategy

Growth — Referral Program Playbook

What

Section titled “What”

TODO — why referrals are our highest-LTV channel and worth systematizing.

Who owns it

Section titled “Who owns it”

TODO — Head of Growth.

Steps

Section titled “Steps”
  1. TODO — define the referral incentive (revenue share, credit, or cash).
  2. TODO — build the ask into the QBR and the post-win moment.
  3. TODO — track referrals in the CRM with their own pipeline and SLAs.

Definition of done

Section titled “Definition of done”

TODO — at least 30% of new revenue comes from referrals, with a named owner tracking it.