Axguard · Energy
Solar Referral Text Campaign
Connect the customer list, personalized texts, and referral intake.
- Industry
- Energy
- Build
- Workflow
Campaign delivered · April 2026
Ask the people who already know you
Axguard wanted to ask existing solar customers for referrals without turning each contact into another manual task.
A contact list, a personal message, and a simple form
The workflow reads contacts from Google Sheets, skips people already reached, and prepares a personalized text. Twilio sends the message with a link to a Tally referral form.
The system records each send and routes updates through Telegram, so the team can follow the campaign.
22 referrals from the campaign
The campaign sent 7,740 texts and generated 22 referrals. These are campaign responses, not a count of closed sales.
The work, step by step
Follow one referral request.
Start with the list
Read the customer list and skip people already contacted.
Start with the list
Read the customer list and skip people already contacted.
Make the introduction
Send a personalized text with a short referral form.
Keep track of the response
Record the send and give the team a path to follow each referral.
What changed
Past customers became a source of new introductions.
The campaign sent 7,740 texts to past customers and generated 22 referrals. These are introductions, not a count of closed sales.
Recorded referral campaign · 7,740 texts sent
Built with
- Campaign workflow
- Customer list and send records
- Text delivery
- Referral intake
- Team updates
Have something in mind?
Tell us about the work you want to get moving.