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IRI Lead Referral Program Development Plan 
IRI Lead Referral Program Development Plan

Summary/Goal
Grow business via leads referred by an individual. A finder’s fee is paid based on a percentage of the revenue from a resulting sale. The program is aimed at sales/account reps, consultants, and any other IT professional in a position to supply solid leads.

Advantages

  • Relatively easy to implement
  • Could open doors into new, large accounts
  • Good potential

Challenges

  • Educating candidate referrers as to what constitutes a good IRI opportunity
  • Effective drip communications
  • Need succinct (1-2 page) program guide with product and opportunity overview

Implementation Resource Estimates (TBD)

  • Cost: Web development, Customer announcement / notification __________
  • Effort: Web Site lead registration form, downloadable PDF ________
  • Email / letters announcing program ______
  • Lead capture, approval, and tracking mechanism/process ________
  • Drip communications _____________
  • Develop program guide

Program Deployment Components

    • Lead Registration Form (web/PDF download) design: see below
    • Referral Approval, Tracking, and Accounting
    • Email announcements and drip communications
    • Program Guide:
    • Training Program: N/A
    • Certifications: N/A