Pavilion's Founder, Sam Jacobs, and Head of Demand Gen, Josh Carter, have long seen referrals as one of their highest-performing channels to attract new members.
They already had a referral program in place, but like most referral programs, it was reactive and unpredictable.
To change that, Pavilion worked with Richard Purcell of MoxieGTM to design and run a proactive referral play, starting with the Austin chapter.
Led by Austin Chapter Head Bijay Alex Mathew and implemented by Richard, the test followed three steps:
The outbound message sent using LGM:
“Hi Sarah – Noticed you crossed paths with Molly Shannon. Molly has been a great contributor to the Pavilion's Austin Chapter. Open to an invite to our next executive ‘meeting of the minds’?”
The proactive referral play significantly outperformed the control group:
Audience #1: Lapsed Leads
Audience #2: Relationship Mapping
Overall impact:
1. Smaller, better-targeted audiences win
The relationship-mapped audience had fewer contacts but higher intent. The personal connection created instant credibility, making cold outreach feel warm.
2. Trust beats prior engagement
Despite lapsed leads having previous touchpoints with Pavilion, the relationship-based outreach converted more effectively — highlighting that trust from a known contact can outweigh brand familiarity.
3. Predictability through activation
Referrals are often sporadic and hard to forecast. By systematically mapping member networks, Pavilion and MoxieGTM created a repeatable, proactive channel that can be scaled chapter by chapter.
Credit: Strategy and implementation by Richard Purcell, MoxieGTM for Pavilion using The Swarm data.