How does the Ambassador Program Work for a Customer?

The Ambassador Program empowers your customers to refer friends and family directly through their customer portal, and get rewarded when those referrals turn into successful projects. Here's how the entire process works from the customer's side:

Step 1: As soon as a project is created, a customer portal link with credentials is automatically sent to the customer via email.

Step 2: When the admin activates the referral permissions, the customer gets an Ambassador section within their customer portal. If they want to send a referral, they can simply click the "Submit a Referral Now" button.

Step 3: Customers can add the details of the referral and click "Submit".

Step 4: Each new referral will appear in the Leads tab of SubcontractorHub.

Step 5: Click “Convert” to create a new proposal for the referral.

Step 6: After the proposal is created and ready to be converted into a project, click the "Closed Won Documents Signed" tab to initiate the conversion process.

Step 7: Now that your proposal has been converted into a project, your customer’s rewards are automatically added to their Ambassador account in the customer portal.

Step 8: Your customer can now head to their customer portal and click on the “View Referred Users” button.

Step 9: Customers can view their referred users and their rewards on this page.