Designed and Operationalized a Technology-Enabled Referral Engine for a Preschool Chain
05 Feb 2026
Built a research-validated parent referral engine with technology integration and WhatsApp workflow to unlock incremental enrollments at scale.
Client: Pre-School Chain
Offering: Strategy, Transformation and Go-To-Market
Context
A leading franchise-based pre-school chain wanted perspective on:
Conducting primary and secondary research to understand market sentiment, trends, and best practices in referral program design
Designing the workflow, incentive structure, and payout scheme for a parent referral program
Identifying technology partners that could be leveraged to implement the program seamlessly
Enabling effective rollout and performance tracking at scale
Approach
Parent research: Conducted 50 in-depth conversations with existing parents and 20 franchise partner interviews to understand motivating factors and incentive preferences
Secondary research: Studied successful referral schemes across consumer services industries to identify design best practices
Technology evaluation: Engaged with industry participants and evaluated multiple technology partners for workflow compatibility and CRM integration capability
Stakeholder alignment: Aligned internal cross-functional stakeholders across marketing, technology, and operations for full-scale rollout
Praxis Delivered
Delivered a research-validated incentive structure with primary research confirming parent preference for instant discounts per referral alongside a recommended technology partner and a five-step WhatsApp-based referral workflow connecting existing parents, potential parents, and the enrollment team. Equipped the client with a ready-to-deploy referral program designed for seamless CRM integration and scalable performance tracking.