Template Ideas

Referral form

referral form

Are you looking to expand your network and build stronger partnerships? Our referral form is designed for businesses like yours seeking to exchange valuable contacts and grow together.

By sharing information about other companies you believe could benefit from our services, you'll help us tailor our approaches and offerings to better fit their needs, while boosting your connections. It's a win-win situation!

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Content Snare is like a forms tool on steroids. Autosaving forms mean no progress is lost. Automatic reminders mean you can relax knowing your forms will get finished without you having to chase people down. 

Questions to include on your referral form

1. Business Information

Gather basic information about the referring business to establish contact and understand their profile.

  • What is the name of your business?
  • What is your business website?
  • What industry does your business operate in?
  • Please provide a brief description of your business.

2. Contact Information

Collect the contact details of the person filling the referral form to ensure seamless communication.

  • Full Name
  • Job title
  • Email address
  • Contact number

3. Referral Details

Obtain information about the business being referred to analyze their requirements and tailor your services accordingly.

  • What is the name of the business you are referring?
  • What industry does the referred business operate in?
  • Please provide a brief description of the referred business.

4. Referral Relationship

Understand the relationship between the referring business and the referred business, which can be helpful for making a personalized approach.

  • What is your relationship with the referred business?
  • How long have you been associated with the referred business?
  • Why do you think the referred business would benefit from our services?

5. Service Requirements

Identify the specific services the referred business might be interested in to better address their needs and prepare relevant materials.

  • What services do you think the referred business would be interested in?

Understanding the relationship between the referring and referred businesses helps tailor your approach and improve the chances of success. The service requirements question targets their specific needs, allowing you to customize your offerings better.

Other question ideas

When you are creating your referral form, here are some additional questions you may want to consider. These won't apply in every case, but should give you some ideas as you build out your form.
  • How did you hear about our referral program?

    • This insight helps in understanding the effectiveness of your outreach methods and channels for the referral program.
  • Has the referred business worked with a similar service provider before?

    • This insight determines if the referred business has prior experience with similar services, which can impact your sales approach and strategy.
  • On a scale of 1 to 10, how likely are you to recommend our services to others?

    • This insight gauges the overall satisfaction and loyalty of the referring business and can be useful in identifying your business advocates.
  • What challenges do you think the referred business is currently facing?

    • This insight helps you identify pain points that the referred business may be experiencing, allowing you to align your services and solutions accordingly.
  • Are you interested in receiving updates on the status of this referral?

    • This insight determines the referring business's level of engagement and interest in the referral process, which can help tailor the communication strategy.
  • What is the preferred method of communication for the referred business?

    • This insight helps you engage with the referred business using their preferred communication channel, increasing the chances of a successful interaction.
  • Would you like to take advantage of any incentives or rewards for successful referrals?

    • This insight gauges the referring business's interest in referral incentives, which can help in designing a more effective referral program.

Things to consider

  1. Mobile Responsiveness - Ensure your form is responsive and easy to use on various devices, including smartphones and tablets, as people may prefer filling it out on the go.
  2. Clear Labels and Instructions - Provide clear, concise labels and instructions for each question to make it easy for the person filling out the form and eliminate confusion.
  3. Required and Optional Fields - Clearly indicate which fields are required and which are optional. This helps the user prioritize while filling out the form and ensures they provide necessary information.
  4. Smart Defaults and Options - Use smart defaults like pre-filled answers, dropdown menus, or checkboxes to minimize typing and make the form-filling process more efficient and user-friendly.
  5. Form Validation - Implement real-time form validation to provide instant feedback to users if they have missed a required field or entered incorrect information, so they can fix it right away.
  6. Save and Continue Feature - If the form is long, consider adding a save and continue feature, allowing users to save their progress and return later to complete the form.
  7. Privacy and Data Security - Clearly state how the provided information will be used and stored, and ensure proper security measures are in place to protect sensitive data.

How to create your referral form

Now that you know what questions you should include, it's time to build your form!

The only problem is that traditional forms tools are inefficient.

People will forget to fill out your form. They'll get stuck halfway and not be able to finish it. Or they'll send you the wrong stuff. You end up wasting hours chasing people down over email. 

That's why you should give Content Snare a try. 

Content Snare is packed with advanced features that will have you hours:

  • Automatic reminders - Remind people to complete their form with fully customizable reminders.
  • Reject incorrect information - If a single question is filled out incorrectly, ask your client to re-do just that one item.
  • Autosaving - No progress gets lost. People can fill out forms in multiple sittings.
  • Comments and questions - If the person filling the form gets stuck, they can ask a question without having to email you.

Give it a go by signing up for your free 14-day trial

Get the information you need without chasing people

Content Snare is the stress-free way to get information from anyone. Break free of your inbox and reclaim your time. Let Content Snare chase your clients for you.