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Referral Carrot Webinar
Referral Carrot Webinar

Learn how to use AgencyZoom's Referral Gathering and Tracking

Megan Stasko avatar
Written by Megan Stasko
Updated over a week ago

This webinar may contain outdated information, but due to the value of concepts discussed in the video we have left it up for your reference! Reach out to us if you need any clarification!

In this webinar session, we go over the Referral Carrot feature in AgencyZoom.
Referral Carrot lets you create Personalized Referral Websites that you can send out to clients to solicit referrals that will come right into your leads pipeline.
You can also create these landing pages for your Business Referral Partners!

Key Takeaways:

  • Setting up your personalized referral site

  • How the referral submission process works

  • Using the Referral Carrot link placeholder for emails

  • Tracking Referral Leads


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