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Customer Agent

Referral & community moment — milestone triggered

Introduces a referral opportunity naturally when a customer hits a meaningful milestone, making advocacy feel like a celebration rather than a campaign.

Tanner Elvidge — Product Manager, Klaviyo
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When a customer reaches a meaningful milestone — three months on a routine, a loyalty tier upgrade, a fitness goal they mentioned — proactively acknowledge it in a genuine, celebratory message. Then introduce a referral opportunity naturally: invite them to share their experience with someone in their life who might benefit. Make the referral mechanic simple — a shareable link or code surfaced directly in the conversation. Write the milestone and referral action back to their profile. Do not trigger this more than once per quarter per customer.
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