B2B customer referrals

A customer referral should lead to a conversation.

B2B customer referral software helps companies create and manage introductions from people who already know and trust them. Different products solve different parts of that process: collecting referral leads, rewarding advocates, managing referral partners, or helping a real person introduce two people. PleaseMeet focuses on the last one—and on seeing when it produces a booked meeting.

From “I'll refer you” to an actual introduction

A happy customer may be willing to help but not want the work of writing messages or deciding what to say. With PleaseMeet, the salesperson writes the introduction in advance and shares a personal link. The customer reviews the wording and chooses whom to introduce, either by naming a person or selecting suggestions drawn from their Google contacts and calendar.

The approved introduction is sent as a normal email from the customer’s own Gmail, with the salesperson copied. The salesperson can reply and offer meeting times. PleaseMeet then checks the rep’s connected calendar to identify qualifying booked meetings.

Which category of referral tool do you need?

Referral forms and lead collection

Useful when you primarily need someone to submit a name, address or lead. The rep may still have to establish context and request a meeting.

Affiliate and partner programs

Useful when you manage formal partners, attribution and incentive payouts. That is a different workflow from an individual customer introducing a person they know.

Customer-to-prospect introductions

Useful when personal trust matters and the customer is willing to introduce a specific person. This is PleaseMeet’s focus, with each introduction reviewed by its sender.

A practical referral workflow

Choose customers who genuinely know and value your work.
Prepare a specific introduction in words they can review.
Ask for permission and give them an easy way to select people they know.
Follow up with each introduced person personally.
Measure introductions and qualifying booked meetings, not merely referral promises.

When PleaseMeet is a fit

PleaseMeet is designed for businesses whose sales process starts with a call or meeting, including B2B sales teams and service firms. It uses a Google account for sending and calendar-based tracking. It is not a standalone affiliate network or a guarantee of meetings.

Make it easier to introduce you.

Start with a personal referral link your customers can use.

Get your link →