1. Define a qualified referral
Write the customer profile, disqualifiers and information required at submission. This protects sales capacity and gives partners a fair standard.
2. Choose the submission path
Use a referral link, form or partner portal. Make the workflow simple enough that the partner will actually use it.
3. Connect referrals to CRM stages
Define how the referral is matched to an existing account, when the partner becomes eligible for credit, and which stages can be shared back.
4. Define the reward event
Choose a reward that fits the economics of the business and the influence the referral partner actually provides. Document timing and exceptions.
5. Communicate status
Partners should know whether the referral was received and what general status it is in without exposing confidential sales information.
6. Measure quality
Track submitted, accepted, qualified, won and rewarded referrals. Compare partners and sources based on quality, not just submission count.
See PartnerStack referral workflows
Evaluate lead capture, CRM tracking and payout operations.
See PartnerStack referral workflows →Source basis
This page was synthesized from the supplied approved/public PartnerStack source library. Product capabilities can change; verify current details with the vendor.
- Referral One Pager
- Payments Explainer