Referral program services for launch, integration, and growth
Get hands-on assistance from referral program specialists and technical experts. We can help you prepare for launch, implement complex integrations, improve an existing program, or support ongoing program operations.
Trusted by growth, product, and partnerships teams
Guided setup versus Professional Services
Guided setup included
Platform walkthrough
Standard configuration guidance
Reward structure guidance
Standard integration guidance
Pre-launch review
Product support
Professional Services
Program strategy and implementation
Hands-on account configuration
Complex reward and workflow design
Technical implementation and custom integrations
Testing, deployment, and launch assistance
Optimization and ongoing program management
Choose the expertise your referral
program needs
Get focused support for a new launch, technical implementation, program improvement, or ongoing operations.
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Launch Services
Launch your referral program with a clear plan
Work with our team to structure, configure, test, and prepare your referral program for launch.
We help turn your program goals into a practical implementation plan, so your team can launch with the right referral journey, reward structure, tracking method, and operational workflow.
Launch Services may include- Program strategy and launch planning
- Advocate and referral journey design
- Reward structure
- Campaign configuration
- Templates and messaging
- Standard integration configuration
- Testing and launch readiness
- Go-live assistance
Typical deliverables- Documented program structure
- Recommended reward model
- Configuration and launch checklist
- Tested referral journey
- Defined responsibilities and next steps
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Technical Services
Get expert help with integrations and implementation
Work directly with our technical team to connect Genius Referrals with your systems and implement more complex referral workflows.
We can support your internal developers, agency, or implementation partner, or complete agreed portions of the technical work for you.
Technical Services may include- API and webhook implementation
- Referral and conversion tracking
- CRM and ecommerce workflows
- Custom integration scripts
- Data imports and migrations
- Advanced technical configuration
- Integration troubleshooting
- Testing and validation
- Custom implementation requirements
Typical deliverables- Technical implementation plan
- Integration configuration
- Custom scripts or workflow logic
- Test results and issue resolution
- Technical documentation and handoff
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Managed Program Services
Add ongoing referral program expertise to your team
Get continued strategic and operational support without managing every aspect of the program internally.
Managed Program Services are designed for teams that need additional expertise, capacity, or ongoing assistance to monitor, maintain, and improve their referral program.
Managed Program Services may include- Program monitoring
- Campaign and configuration updates
- Referral and reward workflow oversight
- Performance reporting
- Monthly optimization recommendations
- Advocate engagement initiatives
- Operational guidance
- Issue coordination
- Planning with your internal team
- Ongoing strategic reviews
Typical deliverables- Recurring performance reports
- Program health reviews
- Recommended improvements
- Configuration and campaign updates
- Ongoing action plan
- Regular strategy sessions
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Optimization Services
Find and fix opportunities in your referral program
Get an expert assessment of your existing program and a prioritized plan to improve participation, conversion, engagement, and operational performance.
We review how your program works today, identify friction across the referral journey, and recommend practical improvements based on your goals and available data.
Optimization Services may include- Program and campaign audit
- Referral funnel review
- Reward structure analysis
- Advocate participation analysis
- Messaging and CTA review
- Sharing experience review
- Conversion and tracking review
- Reactivation opportunities
- Operational workflow review
- Prioritized optimization roadmap
Typical deliverables- Program performance assessment
- Identified conversion and engagement gaps
- Recommended campaign improvements
- Prioritized action plan
- Follow-up review after implementation
Which service is right for you?
Your situation
We have not launched yet
We need help connecting our systems
Our program is active but underperforming
We need continued operational assistance
We need launch and integration assistance
We need an audit followed by ongoing support
Recommended service
Launch Services
Technical Services
Optimization Services
Managed Program Services
Launch + Technical Services
Optimization + Managed Services
How engagements work
Discovery
We learn about your program, goals, systems, timeline, and current challenges.
Scope
We define the work, responsibilities, deliverables, schedule, and pricing.
Delivery
Our specialists complete the agreed strategic, technical, or operational work.
Review
We validate the outcome, document next steps, and identify any continued support required.
Flexible ways to work with our team
Choose the type of engagement that matches your project, timeline, and required level of support.
Professional Services are scoped and quoted separately from your Genius Referrals subscription.
Professional Services are scoped and quoted separately from your Genius Referrals subscription.
Fixed-scope project
A defined project with agreed deliverables, responsibilities, timeline, and price.
Best for program launches, audits, migrations, and clearly defined implementations.
Best for program launches, audits, migrations, and clearly defined implementations.
On-demand technical assistance
Specialist support for integrations, troubleshooting, configuration, or custom technical requirements.
Best for teams that need focused help without a larger engagement.
Best for teams that need focused help without a larger engagement.
Ongoing services
Continued strategic, technical, or operational assistance provided through a recurring engagement.
Best for optimization and managed program services.
Best for optimization and managed program services.
Pricing
Pricing depends on the type of work, project complexity, technical requirements, expected deliverables, timeline, and level of ongoing involvement.
You will receive a defined scope and pricing proposal before work begins.
You will receive a defined scope and pricing proposal before work begins.
Professional Services FAQs
Guided setup is included with every Genius Referrals subscription. It helps your team understand the platform, configure standard program settings, structure rewards, and prepare the program for launch.
Guided setup provides product guidance and direction. It does not include extensive hands-on implementation, custom development, advanced integrations, program management, or significant strategic work.
Guided setup provides product guidance and direction. It does not include extensive hands-on implementation, custom development, advanced integrations, program management, or significant strategic work.
Customer support helps you understand and use Genius Referrals, troubleshoot product-related issues, and answer questions about your account.
Professional Services involve additional work performed by our team, such as program strategy, configuration, integrations, audits, custom workflows, or ongoing program operations.
Professional Services involve additional work performed by our team, such as program strategy, configuration, integrations, audits, custom workflows, or ongoing program operations.
Most Professional Services are designed for businesses using Genius Referrals or preparing to implement the platform.
You can speak with our team before subscribing so we can review your requirements, recommend the appropriate plan, and identify any additional services needed.
You can speak with our team before subscribing so we can review your requirements, recommend the appropriate plan, and identify any additional services needed.
Professional Services are scoped and quoted separately from your software subscription.
Pricing depends on the service, complexity, technical requirements, deliverables, timeline, and level of involvement required from our team.
Pricing depends on the service, complexity, technical requirements, deliverables, timeline, and level of involvement required from our team.
We offer fixed-scope projects, on-demand technical assistance, and ongoing service engagements.
The appropriate model depends on whether you need support for a defined project, a specific technical requirement, or continued strategic and operational assistance.
The appropriate model depends on whether you need support for a defined project, a specific technical requirement, or continued strategic and operational assistance.
Yes. Launch Services can help you plan the program, define the referral journey, structure rewards, configure campaigns, prepare messaging, test the experience, and get ready for launch.
The final scope depends on your goals, systems, timeline, and internal resources.
The final scope depends on your goals, systems, timeline, and internal resources.
Yes. Our technical team can assist with APIs, webhooks, custom integration scripts, ecommerce workflows, CRM connections, data imports, and other implementation requirements.
We review your systems and use case before recommending the most appropriate technical approach.
We review your systems and use case before recommending the most appropriate technical approach.
Yes. We can collaborate with internal developers, external agencies, consultants, or implementation partners.
We can provide technical guidance, review implementation plans, assist with configuration, validate integrations, or complete agreed portions of the work.
We can provide technical guidance, review implementation plans, assist with configuration, validate integrations, or complete agreed portions of the work.
Yes. Optimization Services are designed for active programs that need stronger participation, conversion, engagement, or operational performance.
We can review your referral journey, campaigns, rewards, messaging, sharing experience, tracking, data, and workflows before providing a prioritized improvement plan.
We can review your referral journey, campaigns, rewards, messaging, sharing experience, tracking, data, and workflows before providing a prioritized improvement plan.
Yes. Managed Program Services provide ongoing strategic and operational assistance for businesses that need additional expertise or capacity.
The scope may include program monitoring, campaign updates, reporting, workflow oversight, optimization recommendations, and coordination with your internal team.
The scope may include program monitoring, campaign updates, reporting, workflow oversight, optimization recommendations, and coordination with your internal team.
Yes. Services can be combined when a project requires more than one area of expertise.
For example, you may combine Launch Services with Technical Services or begin with an Optimization project before continuing with Managed Program Services.
For example, you may combine Launch Services with Technical Services or begin with an Optimization project before continuing with Managed Program Services.
The timeline depends on the scope, complexity, technical requirements, stakeholder availability, and required approvals.
A focused review or technical task may be completed relatively quickly, while a full launch, advanced integration, or ongoing managed engagement may require a longer schedule. The expected timeline is defined before work begins.
A focused review or technical task may be completed relatively quickly, while a full launch, advanced integration, or ongoing managed engagement may require a longer schedule. The expected timeline is defined before work begins.
Requirements vary by engagement, but we may need access to relevant systems, program goals, technical documentation, brand assets, data samples, stakeholder availability, and timely feedback.
Responsibilities and dependencies are documented during the scoping process.
Responsibilities and dependencies are documented during the scoping process.
No. Professional Services are separate from the Genius Referrals subscription.
Your subscription provides access to the platform and the capabilities included with your selected plan. Professional Services provide additional strategic, technical, implementation, or operational assistance from our team.
Your subscription provides access to the platform and the capabilities included with your selected plan. Professional Services provide additional strategic, technical, implementation, or operational assistance from our team.