CX Insights for Home Builders

Sweating the Small Stuff to Win Referrals

Written by Paul Gortzig - Director of Sales | Feb 5, 2026 8:57:54 PM

How to Earn Referral Sales Without Asking

Have you ever used the phrase “If you don’t ask, you don’t get it?" There are a lot of cases when this statement holds true. But when it comes to asking for referrals, not so much so. 

In the new home construction industry, referrals are gold. They bring warm leads, shorten sales cycles, and come with built-in trust. Yet, most builders still treat referrals like a transaction — something to be requested, incentivized, or awkwardly asked for after closing.

But what if you didn’t have to ask?  What if your actions created such a great experience that your customers tell their friends about you before you even have the chance. 

What if your buyers became so emotionally invested in their experience, so impressed by your attention to detail, that referring friends and family felt as natural as posting on the socials about their move-in day?

The key lies in sweating the small stuff and making every touchpoint in the customer journey feel personal and thoughtful, an experience only The Ritz-Carlton could match.

The Experience is the Referral Strategy

Homebuyers today aren’t just investing in square footage; they’re investing in an experience.  Optimistically looking forward to the joys of designing their dream home. The brands that win their hearts (and their future referrals) are the ones that treat them like individuals, not transactions.

At Bokka we’ve found that the most successful builders, not just the ones in the luxury and semi-custom spaces, are rethinking every step of the construction journey with one goal in mind: to make the customer feel seen, heard, and cared for.  Look for those “moments of truth” throughout the buyer’s journey and make it special.  Create planned, “Unexpected” encounters that are communicated and easily executed. 

4 Approaches to Create a Personalized Home Buying Experience

1. Start With Meaningful Personalization

This goes beyond just using the homeowner’s name more frequently. The Ritz-Carlton trains every employee to remember guest preferences — from how they take their coffee to the type of pillow they like. Why? Because those small moments of personalization create lasting impressions. This is also something Zappos does really well with their Personal Emotional Connection (PEC) tactics - learn more about that here.

Examples of how builders can capture personal information to use later:

  • A Welcome Questionnaire after contract signing that asks fun, low-pressure questions:

    • "What’s the one thing you’re most looking forward to doing in your new home that you can’t do now?" (e.g., hosting Sunday dinner, having a quiet home office, a dedicated space for a hobby).
    • "When you’ve had a long, stressful day, what’s your go-to way to decompress?" (This tells you if they need bath salts for that garden tub or a high-end coffee for their morning ritual).
    • "What is your 'guilty pleasure' snack or treat?" (Much more personal and useful than just "coffee or tea").
  • Personalized site visit experiences — greet them with their favorite drink, or play their favorite music while reviewing design selections.

  • Sending a "Thinking of You" package mid-construction mitigating the "valleys" of construction stress:
    • A "Design Selection" Kit: After a long design center appointment, send a "Decision Fatigue" recovery kit—perhaps a nice bottle of wine or a gourmet meal delivery voucher so they don't have to think about dinner.
    • A Custom "Project Progress" Journal: A high-quality notebook where they can jot down their own memories or photos of the build, reinforcing that they are part of the journey, not just a transaction.
    • The Personalized "First Night" Box: Based on their questionnaire, include something specifically for their first night. If they love movies, a high-end popcorn set; if they have a dog, a custom "Welcome Home" chew toy.

These gestures don’t just surprise and delight — they tell the customer you were listening. That’s powerful.

2. Thoughtful Communication During Construction

The build process is long, emotional, and sometimes stressful. Many referrals are lost during this phase because buyers feel forgotten or left out. Buyers have many questions and uncertainties, not to mention anxieties.  Beat them to their questions by sharing your expertise with every encounter proactively. Look for opportunities to share your expertise, and don’t be in such a hurry to get through those personal encounters with your home buyers (e.g. Pre-Construction Meetings, Pre-Drywall Walks, and New Home Orientations).

Examples of thoughtful communication during the building phase:

  • Proactive updates — don’t wait for them to ask. Use simple, explicit language, and frame every update around what it means for them.
  • Educate - Look for opportunities to share your expertise to help your customer appreciate the extra framing techniques or the energy-saving features you provide.  As your buyers learn more about their home, they have more appreciation for your efforts. The more they learn, the more they share with others.
  • Pulse surveys at key milestones (e.g., post-sale and design experience, post-framing, pre-drywall, final walkthrough). Keep them short — two or three questions — and always follow up. The power isn't in the survey itself, but in the act of closing the loop on the feedback.
  • Surprise communication moments — like a quick video message from the superintendent walking through the home and sharing progress highlights. It’s raw, personal, and memorable. This is an easy task now with tools like Builder Signal.

You don’t have to over-automate this. In fact, the more human these touchpoints feel, the better.

 

3. Deliver a Closing Day that’s Instagram-Worthy

Most builders hand over keys and move on. That’s a mistake.

Closing day is your Super Bowl. It should feel as unforgettable as the first time they walked through the model home.  It’s not just another closing.  The anticipation of special memories being formed, monumental celebrations are swirling through your buyer’s thoughts. Remember your “Welcome Questionnaire”?  This is where what you learned that is near and dear to their heart will come to life.  

Ideas to elevate closing day to be special:

  • A handwritten letter from your team congratulating them — not just on the home, but on the journey you took together.
  • A photo book of their building journey, showing every step of the construction process, presented at closing.
  • A neighborhood welcome kit with local coffee, dinner recommendations, and curated introductions to neighbors who moved in recently.

This is the moment when most homeowners pull out their phones. Make sure what they capture is share-worthy — because that’s how referrals happen.

4. Post-Close Follow-Up That Doesn’t Feel Like Sales

Most “referral asks” come post-close — but they feel transactional, especially if the customer hasn't heard from you in weeks.

Examples of good post-closing day follow ups that connect:

  • Send a "30 Days in Your New Home" check-in — ask how they’re settling in, and if anything feels unexpected or confusing. We recommend this as part of the sales professionals workflow.

  • Include a quick “What do you love most about your home so far?” question — you’ll get amazing testimonials organically.

  • If they respond with something positive, follow up with a friendly message:
    “We’re so glad you’re loving your kitchen! Would you mind if we shared that in our monthly newsletter?”
    This positions them as a VIP — and gets them talking.

The Bottom Line: Earn the Referral Before You Ever Ask

Referrals shouldn’t be a closing tactic. They should be a byproduct of an unforgettable experience, organically produced through actions both personal and profound. Referrals come during all moments of their buying and building experience. 

When you sweat the small stuff — really sweat it. Your customers will naturally talk about you. At dinner parties, on social media, or in casual conversations about “how crazy it is to build a house.” Because what they’ll remember isn’t just the home: it’s how you made them feel.

And that is what drives word-of-mouth more than any formal referral program ever could.

Want to Create a No-Ask Referral Experience?

At Bokka Group, we help builders map their customer journey to identify those moments of truth where experience breaks down, and where personalization can turn your buyers into advocates.

Reach out if you’re ready to build a reputation that speaks for itself.