{"slug":"referral-form","title":"Referral Form","description":"Record a warm lead from a customer, partner, or employee, including permission to contact and follow-up ownership.","use_when":"A customer, partner, or employee is sending you a warm lead.","next_step":"Follow up with the prospect and log the outcome.","version":"1.0.0","updated":"2026-09-06","supported_formats":{"browser":["pdf","docx","print","json"],"api":["json","text","html","pdf","docx"]},"schema":{"$schema":"https://json-schema.org/draft/2020-12/schema","$id":"https://freebusinessforms.com/schemas/referral-form.json","title":"Referral Form","description":"Record a warm lead from a customer, partner, or employee, including permission to contact and follow-up ownership.","type":"object","additionalProperties":false,"properties":{"business_name":{"title":"Your business name","type":"string"},"business_contact":{"title":"Business contact","type":"string"},"business_email":{"title":"Business email","type":"string","format":"email"},"business_phone":{"title":"Business phone","type":"string"},"referrer_name":{"title":"Referrer name","type":"string"},"referrer_email":{"title":"Referrer email","type":"string","format":"email"},"referrer_phone":{"title":"Referrer phone","type":"string"},"referrer_company":{"title":"Referrer company","type":"string"},"prospect_name":{"title":"Prospect name","type":"string"},"prospect_email":{"title":"Prospect email","type":"string","format":"email"},"prospect_phone":{"title":"Prospect phone","type":"string"},"prospect_company":{"title":"Prospect company","type":"string"},"need_summary":{"title":"What does the prospect need?","type":"string"},"urgency":{"title":"Urgency","type":"string","enum":["Hot","Warm","Later"]},"permission_to_contact":{"title":"Permission to contact","type":"string","enum":["Yes","Ask first","No"],"description":"Record whether the prospect agreed to be contacted. Do not collect sensitive identity or payment details on this form."},"reward_notes":{"title":"Referral reward notes","type":"string"},"referral_date":{"title":"Referral date","type":"string","format":"date"},"owner":{"title":"Follow-up owner","type":"string"}},"required":["business_name","referrer_name","prospect_name","need_summary","permission_to_contact"],"x-form-version":"1.0.0"},"human_url":"https://freebusinessforms.com/forms/referral-form"}