TradeEngage Playbook
TradeEngage is the referral workflow and payments platform built exclusively for home services. We turn every trusted service and relationship into momentum, keeping money in the pockets of the home service ecosystem. We remove the friction in making a referral, while redistributing lead costs to techs, CSRs and customers in your community.
Local B2B Referrals
Build peer-to-peer referral partnerships with Neighborly and other companies across appliance retailers, carpet cleaning, roofing or any home service
Extend relationships to your techs, CSRs and other teams so they can refer and earn with instant payouts
Extend relationships to your techs, CSRs and other teams so they can refer and earn with instant payouts
National Partnerships
TradeEngage integrates into the call centers of national companies like All My Sons Moving & Storage, Nell Home, Repipe Specialists and more
Leads from these call centers are automatically sent to your local franchise and available only to paid members
Leads from these call centers are automatically sent to your local franchise and available only to paid members
Customer Referrals
Enable your customers to refer you to their friends and family
Send email and SMS campaigns to customers after a completed service
Instant affiliate links for all customers to post on social media
Performance-based rewards with instant payouts or gift cards
Send email and SMS campaigns to customers after a completed service
Instant affiliate links for all customers to post on social media
Performance-based rewards with instant payouts or gift cards
Why TradeEngage Benefits Your Business
2.7%
Customer
Acquisition Cost
Acquisition Cost
vs. 15-20% average across trades
60%
Uplift in
Referral Volume
Referral Volume
From existing partnerships migrated to TradeEngage
1:04
Average Time
to Refer a Job
to Refer a Job
Minimizes team distractions
$10K
Annual Earnings per Tech/CSR
Rewards that don't come out of your pocket
Expand Lead Channels
Recommended Partners for ShelfGenie
The most successful Closets, Shelving & Organization contractors don't just fix problems—they build ecosystems of complementary service providers who create mutual value. Your network should be strategic, with trades that naturally intersect with yours, so their team can refer jobs to you.
Interior Cleaning
Inbound: Overflowing cabinets make it difficult to clean around clutter and need shelving.
Outbound: Trusted recurring cleaning to complement new organization.
Interior Design
Inbound: Designers referring clients needing custom storage solutions.
Outbound: Refer clients seeking complete design services.
Carpet Cleaning
Inbound: Custom shelving for a refreshed look with the carpet cleaned.
Outbound: Complete the finishing touches with carpet cleaning.
Painting
Inbound: Wire shelving replaced with custom shelving.
Outbound: Closet renovations completed and requiring interior painting.
Other Potential Partners
Flooring
General Contracting & Handyman
Professional Organizers
Home Inspection
Realtors
Property Management
Lower Your Own Lead Costs
Referral Fees for ShelfGenie
Industry averages show that a single lead can cost around $50. With TradeEngage, you can dramatically reduce this to just $20 per lead by setting your own referral fees. This is achieved by leveraging your network of trusted partners who refer qualified leads directly to you.
Industry Lead Cost
$75
Our Lead Cost
$20
Our Acquisition Cost
$40
Many successful companies use a hybrid approach to reward both effort and results. This saves you money; and directly boosts your profitability, supercharges your return on investment, and frees up capital that can be reinvested into growing your business.
Pay for Every Referral: $20
Instant gratification encourages high volume, ideal for when you're ramping up.
Pay When Job Closes: $20
This performance-based model preserves lead quality and aligns with revenue.
TradeEngage in Action
Featured Job for ShelfGenie
Real numbers from a real referral tell the complete story of TradeEngage's impact. This featured job, a custom closet organization project, demonstrates how a referral from a complementary trade partner resulted in a high-value closet organization installation, transforming a traditional lead into a high-value opportunity while creating win-win outcomes for all participants—the referring technician, the service provider, and most importantly, the customer.
Job Revenue Generated
$813
Earnings Paid to
the Tech or CSR
the Tech or CSR
$20
Customer Acquisition Cost
2.46%
Why This Matters
Compare this 2.46% customer acquisition cost to the industry standard of 15-20%, and the TradeEngage advantage becomes immediately clear. This job captured $813 in revenue while spending just $20—an incredibly efficient acquisition when compared to traditional marketing channels.
Start Getting Referrals
What Does It Cost for Neighborly?
We offer transparent pricing designed to ensure annual referral network dependability while maintaining the flexibility of monthly billing—no hidden costs, just predictable ROI.
Pricing for ShelfGenie Owners
- Single price for all continuous franchise IDs
- Annual commitment paid in monthly installments
Unlimited Referrals
Unlimited Users
National Accounts
Referral Challenges
POS / ServiceTitan Integrations
How to get TradeEngage for free
Offset your marketing costs fees by referring out jobs your team can't take on. The "Technician Split" allows you to control the percentage of referral fee earnings your team members keep vs. what returns to the company. Use our calculator to determine how many referrals your team needs to make!
Onboard to TradeEngage
Implementing TradeEngage takes less time than training a new employee, and the return on that investment begins immediately. Our streamlined onboarding process starts here.
Complete Onboarding
Time Required: 5 minutes
Join TradeEngage and set up your company profile and start connecting with local partners.
Invite Your Team
Time Required: 5 minutes
Add CSRs, then your field team and any business development managers instantly!
Book Team Training
Time Required: 15 minutes
Schedule a live training session where we walk your team through how to give referrals and get paid! We're happy to join your team meeting any day.
Set Up Your Customer Referral Link
Time Required: 10 minutes
Set up SMS and emails to send to customers after a completed job or enable your customers to post on social media. They can refer friends and family from you or your partners.
Dedicated TradeEngage Support
Ready to eliimnate customer acquisition cost and maximize earnings? Our dedicated support team ensures your success with comprehensive assistance throughout onboarding, training, and daily operations, helping you maximize value from the TradeEngage platform.
Book a Demo
Experience a personalized demo tailored to your trade.
Common Questions
See a list of common questions and best practices.
Email Support
Get partnership and strategy optimization advice.