Leaderboards & Gamification

Leaderboards

Real-time leaderboards show preparers how they rank against their peers across different metrics. Visibility into ranking is one of the most powerful motivators for sustained performance.

• Live rankings updated as referrals are completed
• Filter by time period: weekly, monthly, all-time
• Multiple ranking dimensions: referral count, revenue, conversion rate
• Rank badges displayed on preparer profiles
• Shareable leaderboard snapshots
• Activity feed showing recent achievements

Competitions

Run time-limited competitions where preparers compete for prizes. Set the rules, define the prizes, and let GoRefer handle the rest.

• Create competitions with custom start and end dates
• Define winning criteria (most referrals, highest revenue, etc.)
• Set prizes for first, second, and third place
• Real-time standings visible to all participants
• Automatic winner selection at competition end
• Email notifications to participants throughout the competition

Challenges

Challenges are personal goals that preparers can take on to earn bonus rewards. They're a great way to drive specific behaviors like onboarding new clients or increasing conversions.

• Admin-created challenges available to all preparers
• Preparers opt into challenges they want to take
• Progress tracked automatically as actions are completed
• Rewards delivered immediately upon completion
• Challenge history for each preparer

Sweepstakes

Run sweepstakes where preparers earn entries by completing actions. The winner is randomly selected from entries — a fun way to keep everyone engaged, not just the top performers.

• Define actions that earn entries (submit referral, complete intake, etc.)
• Set the number of entries per action
• Automated random winner selection
• Full audit log for fairness and transparency
• Entry count displayed in real-time on the preparer dashboard

Rewards Library

The Rewards Library is a catalog of rewards that preparers and clients can redeem with their accumulated points. You control what's available and at what point cost.

• Add custom rewards (gift cards, merchandise, time off, etc.)
• Upload images for each reward
• Set point costs and quantity limits
• Featured rewards appear at the top of the catalog
• Redemption requests require admin approval (optional)
• Full redemption history

Badges & Ranks

Preparers earn badges for hitting specific milestones and are promoted through rank tiers as they accumulate referrals and earnings.

• Automatic badge assignment based on activity milestones
• Rank tiers: Bronze, Silver, Gold, Platinum, Elite
• Badges displayed on the preparer's public profile and leaderboard card
• Special badges for competitions and challenges won

Incentives Dashboard

Admins get a full view of all active incentive programs — competitions, challenges, sweepstakes, and pending reward redemptions — from a single dashboard.