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Referral Request Page

A customer-facing page that invites a referral and collects a contact to follow up with.

Module
Pages
where it lives

What it does

A customer-facing page that invites a referral and collects a contact to follow up with

Asks the reader whether they know someone who could use the service, then collects a name and contact method through a short form. The layout is lightweight, with no account required and no multi-step flow. Submissions land as new leads tied back to the referring customer''s record.

When you’d reach for it

  • A residential plumbing company collects a friend's name and phone number from a satisfied customer after a completed job.
  • A commercial cleaning company captures a referral from a customer to a contact at another property they manage.
  • A recurring residential service company logs a neighbor referral against the referring customer's account for tracking.