Sales referral form template

A sales referral form is a mechanism for collecting new prospects, so use it to gather the data you need to contact them. As you’re asking existing customers to provide the names and contact details for you, don’t overcomplicate it, or ask questions that are difficult to answer. Make sure you collect the referrer’s details too, so you can thank them, or provide them with a reward.

All successful projects start with a clear objective. Consider how you’re going to promote the program, if you’re going to provide an incentive, and what you’ll do with referrals when you receive them. Make sure you’re capturing the leads in a way that fits into your sales process. Whether that’s regularly exporting the data, making use of the instant email notifications, or integrating with MailChimp, Hubspot, or Salesforce. Creating the form is easy. We’ve got a free template to get you started. It’s super intuitive and easy to use, and you don’t have to write a single line of code.