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Helix OS · Campaign Marketplace
Sales processes on autopilot.
Helix OS is a repository of ready-made sales campaigns. Pick the one for your situation and see exactly what it does.
SELL TO · OUTBOUND
SELL WITH · SELL THROUGH
SELL MORE · INBOUND
Sell More · Inbound
Helix Referral Campaign
A simple, regular way to ask happy customers for introductions.
CycleAlways on
RouteSell More
TriggerYour ask
UsesCustomer referrals
Film
Sell MoreReferralFilm coming soon
Campaign objectives
- Make asking for referrals a habit
- Capture every introduction
- Thank customers who refer
What the campaign delivers
First few weeks
- Referral moments set
- First asks sent
- Capture form live
Every cycle after
- Steady warm introductions
- Every referral followed up
- Customers thanked
Typical campaign duration
Cycle lengthAlways on
No fixed cycleRuns every time it’s triggered
RepeatUnlimited
How the campaign runs
- 1.Pick the right moment
- 2.Ask
- 3.Capture the introduction
- 4.Follow up
- 5.Thank the customer
Embedded automation and AI
Automation
- Triggers the ask
- Captures intros
- Follows up
- Sends thank-yous
Helix AI
- Drafts the personal ask
- Drafts the intro reply
You
- Call the referred prospect
Situations to run it
- After a successful go-live
- After a good review or NPS score
- At renewal
- After a case study
- Year-end thank-you
How to buy
On its ownRun this campaign on its own, on Helix OS.
In a bundle, with strategyIncluded in the Outbound + Inbound and Full System bundles.
CustomNeed something different? We build it.