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Sales / Review workflow

Referral Tracking System

Businesses that rely on referrals but have no clean way to track them. Referrals arriving with no clear source, owner, or follow-up.

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Sales detail

Referral Tracking System built as a usable business asset, not a loose page or form.

A referral tracking workflow with clear source capture.

Why it matters

Built to solve: Referrals arriving with no clear source, owner, or follow-up.

Why it matters

Launch shape: 2-5 days with from $800 entry scope

Why it matters

Upgrade path: Full CRM, automated referral rewards, client portal

What is included

Scope that can launch, then grow.

Fast-launch packages are confirmed upfront.

Core inclusions

  • Referral intake form
  • Source tracking
  • Referrer record
  • Status/pipeline view
  • Notification on new referral
  • Basic reporting

Likely connections

  • Forms
  • Email
  • Sheets/Airtable
  • CRM

Build sequence

Clicking intake is the start of controlled scope, not blind checkout.

01
Map the enquiry path

Used where hidden complexity can change effort, timeline, or tools.

02
Build the capture or pipeline layer

Kept practical, visible, and connected to the final handoff.

03
Connect notifications and follow-up rules

Kept practical, visible, and connected to the final handoff.

04
Hand over the operating view

Kept practical, visible, and connected to the final handoff.

Expected outcome

What this should change in the business.

Referrals arriving with no clear source, owner, or follow-up.Connects with Forms, Email, Sheets/Airtable, CRMCan expand into Full CRM, automated referral rewards, client portal

Before intake

Have these answers ready.

Client provides

  • Business name and contact details
  • Current tools or links
  • Must-have outcome
  • Deadline if there is one

FAQ

  • Prebuilt scope is kept tight so it can launch quickly.
  • Deeper setup details are collected after the package is confirmed.
  • Every prebuilt can be expanded into a custom system later.

Ready for the form

Referral Tracking System

The intake form collects the details needed to review scope, confirm payment timing, and prepare the right invoice or proposal path.

Continue to intake