A client referral form is an ideal way to capture this information, so you can track where new business came from, and reward customers for making referrals. Depending on your business and sales approach, you can embed the form in campaign emails, or embed it directly into your website.
The effectiveness of your referral program can vary widely based on industry, product, target audience, and various other factors. However, a good referral rate often falls between 2% to 5% of the total customer base. This means that 2% to 5% of your customers actively refer others to your business.
As with all agreements, referral contracts must have the following to be legally enforceable: Date. The date should appear at the beginning and end of the contract. Names and roles of the parties involved. Identify the parties to the agreement. Duration of the agreement. Consideration. Acceptance.
Parts of a referral agreement Date. The date should appear at the beginning and end of the contract. Names and roles of the parties involved. Identify the parties to the agreement. Duration of the agreement. State how long the agreement will last. Consideration. Acceptance.
As with all agreements, referral contracts must have the following to be legally enforceable: Date. The date should appear at the beginning and end of the contract. Names and roles of the parties involved. Identify the parties to the agreement. Duration of the agreement. Consideration. Acceptance.
Always bring and give out your business cards to other professionals. You can also send thank-you emails to professionals you collaborate with, become a member of the local chamber of commerce, find relevant Facebook groups, or even join a real estate referral program or network.
How to fill out the REALTOR Referral Form Instructions and Details? Enter referring agent and broker details. Provide receiving agent and broker information. Fill out the party's name, address, phone, and email. Specify the type of referral (listing or selling). Sign and date the form before submission.
A referral form should include the name and contact information of the person making the referral, the name and contact information of the person or business being referred, and any relevant details about the referral.