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Referral Partner Tracker

$14.00
$14.00
Sale Sold out

Description

Simplify your referral tracking and strengthen your network with this all-in-one referral partner tracker Google Sheet. This customizable system helps you manage referral partners, log incoming referrals, and measure conversion success—all in one place. Designed for real estate agents, mortgage professionals, and service-based business owners who rely on referrals to grow their business.

Track partner details, status, contact info, referral notes, relationship-building activities, and tasks, with auto-calculated referral count, sales, and conversion percentages based on referrals you log. Log each referral you receive with status tracking, key details, tasks, and progress monitoring. Document all communication and follow-ups with your referral partners in the contact log, then use the referral partner dashboard to select a partner from the dropdown and view an instant snapshot of their performance—referrals, conversions, and more.

What's Included (5 Tabs):

  • 1 Google Sheet with 5 Tabs
  • Referral Partners Tab with auto-calculated referral count, sales, and conversion %
  • Referrals Tab to log each referral with status, details, tasks, and progress
  • Contact Log to document all communication and follow-ups
  • Referral Partner Dashboard with instant performance snapshots
  • Detailed User Instructions with YouTube Tutorials
  • Customizable in Google Sheets
  • Professional, Clean Layout
  • See Top Referrers and Follow Up with Ease

Requirements: Requires a Google account. This is a Google Sheets product and does not transfer to Excel. Digital download only—no physical product will be shipped.

Individual License: This template is licensed for your personal business use only. Please don't share, redistribute, or resell the files. If your colleagues love what they see, we'd be grateful if you'd send them our way!

Team & Brokerage Licensing: Need licenses for multiple team members? Contact us for volume pricing options - we're happy to work with you!

By purchasing, you agree to our Terms of Service & Policies.

Upon purchase, you will receive a PDF download containing access link(s) to your template. Simply open the PDF, click the link(s) inside, and you'll be ready to start using and customizing your template right away.

Need help? We're always happy to assist! If you have any questions or run into any issues, please don't hesitate to reach out. We're here to make sure you get the most out of your purchase.

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