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A new service line your competitors aren't offering.

Your clients spend more on paid acquisition every quarter with diminishing returns. Referral acquires customers at 80% lower CAC, but most agencies don't offer it. That's your opening.

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80%
lower CAC than paid acquisition

Your clients spend more on Meta and Google every quarter with diminishing returns. Referral is the channel that actually gets cheaper as it scales. Most agencies aren't equipped to offer it. That's your opening.

$2-5K
monthly per client
370K+
A/B tests annually
$110M+
fraud blocked

Billable retainer work

Campaign design, A/B testing, optimization, reporting. Same work you do in Klaviyo, new surface, new revenue.

Impossible to replace

The deeper you're embedded in a client's growth stack, the harder you are to fire. Referral is another surface you own.

The channel nobody else sells

Every agency pitches email, SMS, paid. Referral expertise is rare. Walk into a pitch with something different.

You manage the creative.
We power the platform.

Think of Talkable like Klaviyo for referral and loyalty. You operate the platform on behalf of your clients. You design campaigns, run tests, present results. Talkable provides the technology, fraud prevention, and intelligence underneath.

Your Agency Manages

Campaign creative and design
Referral offer strategy and copy
A/B testing and optimization decisions
Loyalty program tiers and rewards
Wallet pass creative and messaging
Client reporting and QBR presentations

Talkable Provides

Referral and loyalty platform infrastructure
Fraud prevention engine ($110M+ blocked)
A/B testing and segmentation tools
18+ ESP and SMS integrations
eCommerce platform connectors
API, webhooks, and technical support
The Framework

Four chapters. One system.
Your new service offering.

Chapter 1

Activate

Design referral campaigns that turn post-purchase customers into advocates. Video referrals, AI sharing, influencer tags.

Your creative: campaign design, offer copy, sharing UX
Chapter 2

Retain

Build loyalty programs and wallet pass campaigns that make customers worth more over time.

Your creative: tier structure, reward design, wallet messaging
Chapter 3

Optimize

Run continuous A/B tests, segment audiences, and use platform intelligence to improve every campaign.

Your strategy: test hypotheses, read data, present results
Chapter 4

Protect

Talkable's fraud algorithm blocks bad referrals and ensures every dollar of reported revenue is real. $110M+ blocked.

Platform-level: fraud prevention, compliance, data integrity

New segments. New triggers. New revenue.

Each new segment and trigger is a new flow you can build and bill for. Talkable data makes your Klaviyo, Attentive, and Shopify work perform better.

Klaviyo / ESP
New Segments

Advocates, successful referrers, referred customers, loyalty tier groups

New Triggers

Referral shared, friend converted, reward earned, tier reached

Build high-engagement flows your clients can't get from purchase data alone.

Attentive / SMS
New Segments

Top advocates, VIP referrers, lapsed advocates

New Triggers

Friend purchase, referral milestone, time-sensitive offer

SMS sequences triggered by trust-based actions, not just transactions.

Shopify / eCommerce
New Segments

Referred vs. organic customers, advocate LTV cohorts

New Triggers

Post-purchase popup, checkout referral prompt

Segment analytics and on-site personalization by referral behavior.

Grow your agency while growing your clients.

$2-5K
per client, per month

New retainer revenue for referral and loyalty creative management. On top of partner commissions on every deal.

Written relationship protection included

Certification and training

Talkable Certified Partner credential and platform training for your team.

Co-marketing

Joint case studies, webinars, and content. Featured as a customer-driven growth expert.

Creative playbooks

Campaign templates, seasonal kits, vertical-specific frameworks. Never start from zero.

Dedicated partner manager

Priority support, faster onboarding, and a named contact for everything.

From identification to expansion.

1

Identify

Agency-Led

Run a Growth Gap Audit with your client. Surface the referral opportunity during your QBR or strategy session.

2

Introduce

Joint

You introduce Talkable. We join a call to present a custom ROI projection tailored to their vertical and revenue.

3

Launch

Joint

Your team designs creative using our platform. Talkable handles technical setup. 2-4 weeks to live.

4

Manage

Agency-Led

You run campaigns, A/B tests, and optimization. Bill monthly for creative management. Ongoing retainer.

5

Expand

Joint

Based on results at 90 days, expand to loyalty, wallet pass, or new segments. Grow the retainer.

"Why not just use a cheaper referral app?"

Your clients will ask. Here's why the answer matters for your retainer.

Basic App
Talkable
Activate
Basic link. One campaign. No optimization.
Post-purchase popups, video referrals, AI notes. 370K+ A/B tests annually.
Retain
No loyalty. No wallet. Referral in isolation.
Loyalty engine + wallet pass that compound referral value from day one.
Optimize
Self-serve. Limited data. No testing suite.
Full testing suite, segmentation engine, and analytics your agency operates.
Protect
Basic duplicate detection at best.
Decade-old fraud algorithm. 5M+ blocked. $110M+ saved.

Questions we hear from agencies.

How much can we actually bill for this?

Most agency partners bill $2-5K per month per client for referral and loyalty creative management. That's on top of Talkable partner commissions. The work is real: campaign design, A/B testing, optimization, reporting. It's a natural extension of what you already do with Klaviyo or Attentive.

Will Talkable go around us to our clients?

No. We provide a written commitment to protect your client relationships. We never go around the agency. Your relationship stays yours.

What does the agency manage vs. Talkable?

You manage all the billable work: campaign creative, offer strategy, A/B testing decisions, loyalty tier design, wallet pass creative, and client reporting. Talkable handles platform infrastructure, fraud prevention, integrations, and technical support.

How long does it take to launch a client?

2-4 weeks from kickoff to live. Your team designs creative using Talkable's platform while we handle the technical setup. At 90 days post-launch, we jointly evaluate expansion into loyalty, wallet pass, or new segments.

Do we need referral marketing experience?

No. We provide Talkable Certified Partner training, creative playbooks, campaign templates, and vertical-specific frameworks. If you know how to manage Klaviyo campaigns, you can manage Talkable campaigns. The skillset transfers directly.

Let's talk.

Whether you have one client in mind or twenty, the first step is the same.

Become a Partner