LifeWise Client Referral Process
Here is the simple process that generates money for you:
Step 1: Identify a Potential Customer
- Look for businesses, startups, or entrepreneurs who may benefit from enhanced digital marketing management, improved lead generation, or greater online visibility.
Step 2: Refer the Customer using the Influencer Referral Online Form
- Go to the official LifeWise website and navigate to the Influencer Referral page.
- Locate and open the referral form designed for influencers.
- Your own information as the referring influencer. Make sure to include your LifeWise Influencer Account Number (to ensure you receive credit and rewards)
Step 3: Complete Prospect Information
- Fill in all required fields in the form, including:
- Prospect’s business name and contact details (email, phone).
- Key marketing challenges or goals (if known).
- Description of their Best Customer
Step 4: Schedule a Call
- Upon submitting the referral, use the LifeWise referral submission form) to book a call directly between the LifeWise executive team and the prospective client.
- Confirm the call with both parties, ensuring your referral has a seamless handoff and LifeWise executives can help close the opportunity.
Influencer Sales Pitch (Template)
Hi [Prospect Name],
I thought of you because LifeWise Digital has helped businesses like yours grow faster and more efficiently with expert marketing management—plus, everything is fully transparent and tailored for your needs.
I work closely with the LifeWise team and can introduce you directly to an executive—no sales pressure, just a conversation about where you want your marketing to go and how LifeWise could help.
Here’s how it works:
- You’ll get a free strategic call with a LifeWise expert—no obligation.
- They’ll show you exactly how your business could benefit from optimized marketing.
- If you move forward, LifeWise handles everything, and you’ll see monthly insights on your campaign’s progress.
Would you like me to set up an introduction and free strategy call for you?
(If yes: “Great! I’ll handle the referral and get you scheduled with a LifeWise executive. Could you confirm your best contact info and any times that work for a short call?”)
Key Points for Influencers
- Highlight the value: “You’ll have a LifeWise executive guide you, not just a sales rep.”
- Emphasize support: “You get a full team backing your business.”
- Easy process: “All I need is your info—I’ll take care of the rest.”
This process and pitch streamline your role as an influencer, ensuring you make strong referrals and maximize your rewards and impact with the LifeWise platform.