Customer referral tracking template

What is a customer referral tracking template?

A customer referral tracking template is a structured tool designed to help you monitor and manage customer referrals effectively.

It provides an organized way to track referred customers, their contact information, the products they are interested in, and the current sales stage.

What’s inside the template?

The customer referral tracking template includes several key fields to help you efficiently manage referrals:

1. Customer name – Reord the name of the referred customer.
2. Product – Record the product or service the customer is interested in.
3. Customer contact information – Track essential contact detailsor easy follow-up.
4. Sales contact – Document the sales representative responsible for managing the referral.
5. Sales stage – Monitor the referral's progress through the sales pipeline (e.g., approval stage, information gathering, rewrite, high target).

How to use the template

1. Input referral details – Start by entering the referred customer’s name, contact information, and the product they are interested in.
2. Assign a sales contact – Designate the appropriate sales representative to handle the referral and ensure follow-up.
3. Track sales progress – Use the sales stage field to monitor where the referral is in the sales process and adjust your strategy as needed.
4. Prioritize and manage – Focus on high-target referrals and ensure timely follow-ups to maximize conversion rates.

Download your customer referral tracking template

Customer referral tracking template

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