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Over 4 million in their referral community and growing. Optimized the existing sales and marketing team for success.

Overview is the leader for business professionals trying to grow through referrals and personal connections. They are powering the referral community through a proprietary referral software and host the web’s largest network of referral partners.


With over 4 million in the network, the need to segment and study customer personas for digital marketing and sales strategy was Step #1. SMHeuristics did an in-depth persona study and began running tests for engagements. In tandem, SMHeuristics also built tools in HubSpot to organize and create a long-term path to automation. Efforts included project planning, daily huddles, and outbound sales calls to interested members to gather feedback.