In this short, Phil Risher explains a concrete post‑invoice workflow for local service businesses. After an invoice is sent, the business should automatically send a personalized video email thanking the client, asking for 5‑star feedback, and introducing a $50 gutter‑cleaning voucher as a referral incentive. The email includes a simple Canva graphic that highlights the voucher and instructs the client to forward the email or share it on social media (e.g., Facebook groups) to refer friends, family, or neighbors. Phil emphasizes that this referral loop, managed through a CRM, is a primary growth engine for home‑grown local businesses.
Chapters
The fourth one is, and this is, these are all triggers. If you have a CRM that you can put into your, your, your workflow, the last one is an invoice. So invoice goes out, video goes out, video says, hey, Phil here, Flash Consulting. I want to thank you so much for working with us on this project. I want to make sure that it was a great experience for you. If it was anything short of 5 stars, obviously reach out to me. I'll take care of that. One way that we grow our business is through customer referrals.
Hmm.
In this email, I've included a $50 voucher to give the gift of gutter cleaning to anyone, family, friend, neighbor. All you have to do is forward this email to someone, post this in a Facebook group. That's how these homegrown local businesses like me grow. And I'd really appreciate that.
OK, nitty-gritty on that. How are you getting their information? You give them a form to fill out in that video or— say that again.
Yeah. So, after the invoice goes out, your customer, they're going to get an email from you normally. In that video, you're going to thank them for being a customer of yours. And in that email, you're going to create a little graphic on Canva or just say in there, we give $50 off if you refer a customer. And you're going to tell them on the video, thank you for working with us. By the way, the way that we grow our business is through customer referrals. If you have a friend, family member, or neighbor who also needs a service, forward this email to them, this voucher, screenshot this, post this on social media. It will help a local business like mine grow. And it will also probably help someone out that you know.
