Sales Referral Form Template

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Your customers are your best salespeople

People trust their friends more than they trust companies. Especially when it’s about the company in question. That’s why referral marketing and referral sales are popular and effective growth channels. Once you’ve won over a customer, help them help you. Streamline your referral process and track your success with a sales referral form.

Sales referral form FAQs:

1. What should I include in my sales referral form?

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.

2. How do I build a sales referral process?

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.

Make it uniquely yours

Make it uniquely yours

Customize to your heart's content: backgrounds, Google fonts, colors, buttons, and more.

Choose from thousands of beautiful images, videos and icons. Or use your own.

Create beautiful forms with zero coding required

Get started — it's free

Here's what people say about us

Form builders are as old as the web, but Typeform elevates the medium substantially.

Johnny Rodgers

Product Architect

Slack

We’ve received 3x the responses using Typeform than from a professionally commissioned market research study

Kate Donhoe

Head of Product Marketing

Pitch

Leads from the Typeform integration were twice as likely to convert.

Tobias Wasmer

Marketing Manager @ Volvo Cars

Volvo

You used to need developers to do all this. Not anymore.

Kyle Maltz

Chief Operating Officer

Dollar Flight Club

Typeform is a production-grade system for our entire growth funnel.

Gaurav Vohra

Head of Growth

Superhuman

Typeform helps me attract more responses and a higher response rate than other tools.

Rand Fishkin

CEO + Founder

SparkToro

Form builders are as old as the web, but Typeform elevates the medium substantially.

Johnny Rodgers

Product Architect

Slack

We’ve received 3x the responses using Typeform than from a professionally commissioned market research study

Kate Donhoe

Head of Product Marketing

Pitch

Leads from the Typeform integration were twice as likely to convert.

Tobias Wasmer

Marketing Manager @ Volvo Cars

Volvo

You used to need developers to do all this. Not anymore.

Kyle Maltz

Chief Operating Officer

Dollar Flight Club

Typeform is a production-grade system for our entire growth funnel.

Gaurav Vohra

Head of Growth

Superhuman

Typeform helps me attract more responses and a higher response rate than other tools.

Rand Fishkin

CEO + Founder

SparkToro

Form builders are as old as the web, but Typeform elevates the medium substantially.

Johnny Rodgers

Product Architect

Slack

We’ve received 3x the responses using Typeform than from a professionally commissioned market research study

Kate Donhoe

Head of Product Marketing

Pitch

Leads from the Typeform integration were twice as likely to convert.

Tobias Wasmer

Marketing Manager @ Volvo Cars

Volvo

You used to need developers to do all this. Not anymore.

Kyle Maltz

Chief Operating Officer

Dollar Flight Club

Typeform is a production-grade system for our entire growth funnel.

Gaurav Vohra

Head of Growth

Superhuman

Typeform helps me attract more responses and a higher response rate than other tools.

Rand Fishkin

CEO + Founder

SparkToro
Collect 18% more data with Typeform compared with our two main competitors in the market
How does it work

How does it work?

Make a stylish form in minutes with our drag-and-drop builder.

Choose from different question types: multiple choice, rating, opinion scale, free-form text, and more.

Take respondents down different paths based on their answers.

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