Sales Referral
Sales
Take a warm referral with the prospect’s details, how you may introduce yourselves, and why there is a fit.
A “you should talk to my friend” Slack message is not a lead. This template captures the prospect, how you may introduce yourselves, and why the referrer thinks there is a fit.
Who it is for
Customer success and sales teams who already have happy accounts and want a cleaner inbound than a forwarded thread.
When to use it
Link it from a customer newsletter or a QBR recap. Lead Gen is the prospect filling it themselves. Demo Request is when they are ready to see the product. Case Study Permission is a public story. Partnership Inquiry is a company-to-company bet, not a named intro.
What this form collects
Referrer identity, prospect company and person, optional prospect email, intro style, and a required why-it-fits note.
- Advocate “introduce a peer” page
- Partner-sourced intro when they are not a reseller
- CSM follow-up after a glowing QBR
Preview mode: This is a live read-only render of the template. Sign up to clone it into your account, or customize it with the guest AI builder first.
Sales Referral
Frequently asked questions
Can I preview this as a guest?
Yes. The template page is a live read-only guest preview. Publish a copy in your account before customers submit real names.
Do you email the prospect automatically?
No. Honor the intro-style radio. If they said wait, wait.
Should this pay a bounty?
Track bounties in the program you already run. This form is the intro, not a payout engine.
Related templates
Nearby GRTforms templates for the same job or the next step after this one.
Lead Gen / Quote Request
Qualify inbound leads with company details, budget, and project scope.
Demo Request
Qualify a product walkthrough with company size, the job they need to see, and a preferred date.
Case Study Permission
Collect an approved quote, logo rules, and an authorized signature before a customer story goes live.
Partnership Inquiry
Qualify inbound partnership ideas with company fit, audience overlap, and a concrete next step.
Order Form
Business order form with product selection, quantity, and shipping details.