Referral Partnership Form Business Information: Business name Your name Your email Phone number Industry specialisation Your website Social media (handles) Services offered (Briefly describe the services you provide and the type of clients you typically serve.) Ideal client profile (Who are your target clients? What challenges do they face that your services solve?) Preferred Referral Process. How would you like to receive referrals? (Check all that apply) Direct introductions via emailClient contact information shared (with consent)Referral tracking link or unique codeScheduled calls or meetings with referred clientsOther (please specify) What additional information would you need about a referred client before an introduction? (optional) Incentive structure (Please indicate your preferred structure for compensating referrals.) Flat feePercentageOther (please specify) Additional Notes or information: What other services would you benefit from yourself or your business? (Please tick all that apply.) Create a signature product or serviceWrite a book and e-bookCreate membership site or subscription serviceCreate online courses and workshopsCreate templates and frameworksTransition from 1:1 service model to multiple income streams Thank you for taking the time to complete this form. I look forward to collaborating with you and creating a partnership that benefits both our businesses and our clients!
