Does it handle rewards?

No. It collects the introduction. Rewards, discounts or thank-you gifts are managed by you.

Is the confirmation about sharing details important?

It is a good safeguard. It reminds the referrer to tell the other person, so your first message is not a surprise. Data-protection rules vary by country, so check yours.

Can I change the form to match my programme?

Yes. Add a question for the reward preference, or remove the phone field if you do not need it.

Business & services

Referral form for clients who recommend someone

Referrals are the best kind of lead, but they usually arrive as a casual "you should talk to my friend." This compact form lets a client give their own name and email, the name and contact details of the person they recommend, and a sentence on why you can help them.

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Who it is for

Consultants, tradespeople and practitioners who grow by word of mouth
Clubs and small businesses with a referral programme
Anyone who wants referrals to arrive with the details needed to follow up

When to use it

Share it with clients at the end of a successful job or in your newsletter. A required confirmation says that the referred person knows their details are being shared, which keeps your follow-up on the right side of good manners and of data-protection rules.

What the form asks

You

Your name · requiredShort text
Your email · requiredEmail

The person you recommend

Their name · requiredShort text
Their emailEmail
Their phonePhone
Why do you think we can help them?Long text
They know I am sharing their details with you. · requiredYes / No

Every question can be changed, removed or reordered before you publish.

The PDF your respondents receive

Each referral is saved as a PDF with who referred whom, the contact details and the reason. It is a simple record if you thank referrers or offer a reward.

First page of the sample PDF made by the Referral form template, filled with invented data — A sample of the PDF this template produces, filled with invented data. Your logo, colours and wording replace the sample ones.

Questions people ask

Does it handle rewards?: No. It collects the introduction. Rewards, discounts or thank-you gifts are managed by you.
Is the confirmation about sharing details important?: It is a good safeguard. It reminds the referrer to tell the other person, so your first message is not a surprise. Data-protection rules vary by country, so check yours.
Can I change the form to match my programme?: Yes. Add a question for the reward preference, or remove the phone field if you do not need it.

Start from this template

Create an account, adapt the questions and the document to your business, then share the link. Your respondents get their PDF the moment they finish.

Use this template