Use this when

A customer, partner, or employee is sending you a warm lead.

Then

Follow up with the prospect and log the outcome.

Review before sharing

Check names, dates, totals, and scope. Use a secure system for sensitive details that do not belong in a simple form.

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Live document preview1.0.0

Your business

Referral Form

1.0.0

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Agent-readable document text

REFERRAL FORM
Document version 1.0.0


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Template notes

Practical review notes

This template helps create a consistent business record from the information you provide. Review it for accuracy, keep the supporting approval or receipt with the finished file, and use qualified advice when legal, tax, payroll, regulated, or location-specific requirements matter.

Good practice

Use a consistent document number.
Keep the source approval or receipt with the form.
Review names, dates, totals, and scope before sending.

Machine access

Agents can inspect and validate the same versioned fields used here.

View JSON Schema →

Inspect JSON 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"
}