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Referrals on Purpose: How to Build a Referral Campaign for a Tile or Bath Business

Andy MorrisonFounder, Business Up

Published 5 min read

The short answer

A referral campaign turns word of mouth from luck into a system: a list of past clients and trade partners, a few planned touches each year, an easy way to pass your name along, and a thank-you every time someone does. You ask at the right moments instead of hoping people remember you.

Ask a tile or bath contractor where their best jobs come from and you'll often hear "referrals." Ask what their plan is for getting more of them, and it usually gets quiet. That's the gap this post is about.

Why are referrals worth building a system around?

Because trust is the whole sale in remodeling. A homeowner is about to let someone tear out their bathroom. A friend saying "use these people, they were great" removes the biggest fear before you've even met.

That's not just a feeling. In Nielsen's Global Trust in Advertising survey from 2015, 83% of respondents said they completely or somewhat trust recommendations from friends and family, and Nielsen called the people we know the most credible source of advertising. It's not remodeling-specific and it's more than ten years old, but the direction is hard to argue with.

The problem is that word of mouth on its own is random. Some years your clients happen to talk you up. Some years they don't. A campaign makes it steady, and unlike ads, it doesn't stop when the budget does. (More on that in paid ads vs. organic content.)

Who should be on your referral list?

Two groups:

Past clients. Everyone you've finished a job for, especially in the last few years. Clean up the list: names, phone numbers, emails, the project you did and when.

Trade partners. People who talk to homeowners before or after you do:

  • Interior designers
  • Plumbers and electricians
  • Realtors
  • Kitchen and bath showrooms
  • Tile showrooms and cabinet shops

A good trade partner can send you work year after year. They deserve their own check-ins, not just a business card left on a counter.

When is the best time to ask for a referral?

Ask when the good feeling is fresh:

  • At the final walkthrough, when they see the finished space.
  • When they compliment you, in person, by text or in a review.
  • When they post photos of the project on social media.
  • A month or two after the job, once they've lived with it and friends have seen it.
  • On the project anniversary, a natural reason to check in.

The walkthrough is also when you ask for a Google review, so do both, but keep them separate. Here's how to set up a review system that follows Google's rules.

What does a referral campaign include?

Five pieces:

  1. The list, kept in your CRM with a "past client" or "trade partner" tag.
  2. An easy way to refer you: a short link to a page or form, a text they can forward, or a few printed cards.
  3. A touch calendar, so you reach out on a schedule instead of when you remember.
  4. A thank-you for every referral, whether or not the job closes.
  5. Tracking, so you know who sent whom.

Here's a simple yearly calendar for past clients:

WhenChannelMessage
Final walkthroughIn personThe ask, plus a card or link
About 30 days afterTextCheck in on the project, mention referrals
SpringEmailRecent project photos and a seasonal note
Project anniversaryText"One year ago today" check-in
FallEmailBooking-season update and a thank-you

For trade partners, keep it personal: a quarterly check-in, photos of a job they sent you, and a thank-you every time.

Only text past clients who've agreed to texts, and honor STOP replies.

What should the referral messages say?

At the walkthrough:

"Referrals mean a lot to a business like ours. If you know anyone who's been talking about redoing a bathroom, I'd really appreciate you passing my name along. Here's a card, and I'll text you a link that's easy to forward."

About 30 days later (text):

Hi [Name], it's [Your name] from [Company]. How's the new shower treating you? If any friends or neighbors are thinking about a project, here's an easy link to send them: [Link]. Thanks again for having us.

Project anniversary (text):

Hi [Name], it was a year ago this week we finished your bathroom. Hope you're still loving it. If anything needs a look, let me know, and thanks again for the friends you've sent our way.

Trade partner check-in (text or email):

Hi [Name], here are a few photos of the [project] for the [client] family you sent us. They turned out great, and thank you for the referral. If you have other clients looking at tile or bath work, we'd be glad to help.

Should you pay for referrals?

It depends on where you work. Some states, California among them, restrict rewards for sending a contractor home improvement work, so ask an attorney before you offer anything. Where it's allowed, a cash bounty can feel transactional. A handwritten note plus a gift card to a local restaurant after a referral signs feels like a thank-you, and people remember it.

Whatever you choose, keep it simple, state it clearly, and keep it completely separate from reviews. Google doesn't allow incentives for reviews, so never tie a referral reward to a review.

How do you track referrals?

Ask "How did you hear about us?" on every form and every first call, and save the answer in your CRM. When a referral comes in, tag the person who sent it.

Then close the loop: thank them when the lead reaches out, and again if the job signs. A real thank-you also keeps you top of mind the next time someone asks them for a name.

Your CRM should make this easy. If it can't, here's what a contractor CRM actually needs to do.

Do you want someone to run this for you?

A referral campaign isn't complicated, but it does need someone to keep it going every month. Referral campaign design and management is one of the three parts of the Demand Engine in our Contractor Growth Suite, alongside paid ads and organic content.

If you'd like to talk through what a referral campaign would look like for your business, book a free strategy call.

Questions people ask

How do I ask a customer for a referral without it feeling awkward?

Ask when they're already happy, usually at the final walkthrough, and make it specific. Something like asking whether they know anyone else who's been talking about redoing a bathroom feels natural. Then make it easy by giving them a card or a link they can forward.

Should I offer a reward for referrals?

It depends on where you work. Some states, California among them, restrict rewards for sending a contractor home improvement work, so ask an attorney before you offer anything. Where it's allowed, a personal thank-you often lands better than a cash bounty. A handwritten note and a gift card to a local restaurant after a referral signs is a simple way to do it. Keep referral rewards completely separate from review requests, since Google doesn't allow incentives for reviews.

How often should I contact past clients?

A few planned touches a year is enough: a check-in after the project, a note on the project anniversary, and a couple of seasonal messages. The goal is to be the name they think of when a friend asks, not to fill their inbox.

Who besides past clients can send me referrals?

Trade partners: interior designers, plumbers, realtors, kitchen and bath showrooms, tile showrooms and cabinet shops. They talk to homeowners before or after you do. Treat them like a second referral list with their own check-ins.

Written by Andy Morrison

Founder of Business Up. A marketer and builder who has worked only with tile and bath contractors for the last three years, and builds BidCraft for them.

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