Step 1: Point of Sale Opt-In & Token Handoff
- The Action: When the initial buyer (John Doe) finalizes their purchase/closing, the rep hands them their custom hardware token (Acacia coaster, metal card, or bottle opener).
- The Registration: John Doe is enrolled into the Bird-Dog Ambassador database under the rep’s system.
- The Directive: John is told: “Keep this on your desk/in your pocket. Whenever a friend, colleague, or family member mentions needing a vehicle, tell them to scan the back or just give my name.”
Step 2: The Inbound Prospect Scans or Mentions John Doe
- Pathway A (Direct Scan): The new prospect (Jane Smith) scans John Doe’s coaster/card. The mobile portal opens with the rep’s direct booking options and an attribution field: “Who referred you?” (Pre-filled or simple prompt: John Doe).
- Pathway B (Showroom Walk-in): Jane walks into the dealership and is asked during intake: “How did you hear about us?” Jane states: “John Doe gave me his opener/card.”
- The System Link: Jane Smith’s CRM profile is permanently tagged with
Referrer: John Doe.
Step 3: Vehicle Delivery & Automated Reward Trigger
- Deal Closes: Jane takes delivery of her vehicle.
- System Trigger: Moving Jane’s status to Delivered / Closed in the CRM fires an automated reward action:
- SMS/Email to John Doe: “Great news, John! Jane Smith just took delivery of her new vehicle. Your referral reward is on its way!”
- Automated Payout: John receives his digital gift card / reward instantly.
Step 4: The Cycle Duplicates (Jane Becomes the Next Bird Dog)
- At delivery, Jane Smith is handed her own custom laser-etched coaster/bottle opener.
- Jane is opted into the Bird-Dog network in the CRM.
- Jane’s friends start scanning her token, creating an ongoing loop of organic buyer-to-buyer referrals.