Business Referral Form Template
Build a referral network by making it easy for partners and clients to recommend your services to their connections.
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What is a Business Referral Form?
A business referral form is a systematic way to capture and reward referrals from clients, partners, and advocates. It documents who's making the referral, who they're referring, and key details to help your sales team connect and close the opportunity.
Referral programs drive some of the highest-quality leads - customers referred by trusted sources have higher conversion rates and better retention than cold prospects. A structured referral form makes it frictionless for partners to submit referrals and track reward eligibility.
Effective referral programs require clear processes: easy submission, quick follow-up, transparent reward structure, and genuine gratitude. A referral form is your first step in building a self-sustaining growth engine powered by word-of-mouth.
Key Features
Referrer Information
Track who is making the referral for relationship and reward tracking
Referred Lead Details
Capture company name, contact, industry, and budget information
Referral Context
Document relationship and why they're a good fit
Reward Eligibility
Clear commission/reward structure for successful referrals
Status Tracking
Track referral through pipeline to reward fulfillment
Automated Tracking
Sync with CRM to track referral status and generate commissions (Pro)
Why Use This Template?
High-Quality Leads
Referrals convert 4x better than cold leads because they come with trust
Lower Customer Acquisition Cost
Referral commissions usually cost less than paid advertising
Faster Sales Cycles
Referred prospects are pre-qualified and trust the referrer's recommendation
Sustainable Growth
Build a network of advocates who continuously send quality leads
What's Included in This Template
Your Name
textIdentifies referrer for tracking and reward
Your Email
emailContact for referral follow-up and reward notification
Your Company
textContext about referrer's relationship to you
Referred Company Name
textBusiness being referred
Referred Contact Name
textDecision-maker to contact
Referred Contact Email
emailDirect contact for sales outreach
Industry
selectHelps sales team contextualize opportunity
Estimated Budget
selectIndicates opportunity size
Your Relationship
selectClient, partner, colleague, friend - context for outreach
Why They're a Good Fit?
textareaHelps sales understand opportunity and pain points
Reward Preference
selectCommission, gift, discount, or other incentive
Perfect For
B2B Services
Encourage clients to refer other companies needing your services
Consulting Firms
Build partnerships where referral partners send qualified leads
Corporate Sales Teams
Internal referral program encouraging employee advocacy
Affiliate Networks
Systematic referral tracking and commission payouts
Frequently Asked Questions
What commission should I offer for referrals?
Typical rates: 5-20% of contract value depending on product/service. Software: 10-20%. Services: 5-15%. B2B enterprise: 5-10%. Match your margins - don't overpay. Tiered commissions for repeat referrers encourage volume.
When should I pay out referral commissions?
After deal closes (customer signs contract). Some pay 50% on close, 50% after 90 days. Create incentive structure that aligns with your cash flow. Never pay before contract to avoid fraud.
How do I prevent referral fraud?
Require contact to match the referral info to verify legitimacy. Set referral eligibility rules. Don't pay for customer referrals already in pipeline. Use unique referral codes for tracking.
How do I communicate referral status to referrers?
Send confirmation when referral received. Update referrer when sales team contacts prospect. Notify referrer when deal closes. Send referral rewards promptly. Keep communication transparent.
Should I provide referral marketing materials?
Yes. Create shareable materials - email templates, social media copy, LinkedIn messages. Make it easy for referrers to describe your value. Provide tracking links for those interested in commissions.
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