Free client referral form template

Maximize client retention and generate new leads with our free, customizable referral form template.

Branded, Personalized, and Integrated Forms

Custom Branding

Easily match forms to your brand by customizing text, colors, and logos. Embed forms directly into your website or emails for a cohesive, on-brand user experience.

User-Friendly Experience

Boost form completion rates with a seamless and personalized experience. Use smart features like question pacing, conditional logic, and name personalization to keep users engaged.

Powerful Integrations

Connect your forms to 10+ apps and tools—like Slack, Zapier, and HubSpot—to automate workflows, sync data, and improve team efficiency.

Free client referral form template FAQs:

What is a client referral program and how does it work?

A client referral program uses word-of-mouth marketing to bring in new leads. By rewarding customers for referrals, you can capture warm prospects using a client referral form that tracks and organizes submissions.

What details should I collect in a client referral form?

Include names, emails, and company details of both referrer and referee. A customizable referral form lets you add fields like purchase history, incentive preferences, or referral source to fit your sales process.

Can I embed a client referral form on my website?

Yes, you can embed a client referral form on your website or share it via email campaigns. This makes it easy for customers to submit referrals without extra steps, boosting participation rates.

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