CRC Marketing Hub: Let referrals pick a plan during affiliate signup
K
Keenan Jones
Submitted on behalf of Whitney Phillips (wmbryant327@icloud.com), who shared this in the CRC Community Facebook group.
Right now the affiliate referral form doesn't let the referred client pick a plan when they sign up. Affiliates have to bring people in, then chase them down separately to choose a plan and start paying, which slows everything down and creates drop-off.
The current workaround:
A user is moving referrals into a custom "Client - Pending Payment" status (since real Lead status doesn't allow portal login), then mass-emailing them with a link back to the portal asking which plan they want. It works but is manual and fragile.
What would help:
Plan selection built directly into the affiliate referral signup flow, so the client picks Gold / Platinum / etc. at the moment of signup and payment can be collected immediately.
Why it matters:
For users running affiliate-driven acquisition, this is the difference between a clean handoff and a multi-step recovery sequence. Whitney noted 70% of her new clients come through affiliates, so the referral form is effectively the front door.