SKU 142 | Referral Partner Tracker
Referral Partner Tracker – Google Sheets Template for Real Estate & Service Professionals
Looking for a simple, organized way to track your referral partners and incoming referrals? This Referral Partner Tracker Google Sheets Template is the perfect tool for real estate agents, mortgage professionals, and service-based business owners who rely on referrals to grow their business.
What’s Inside:
Tab 1: Referral Partners
Track each referral partner’s name, contact details, status, referral notes, tasks, and relationship-building notes.
→ Referral count, closed sales, and conversion rates are automatically calculated based on the referrals you log.
Tab 2: Referrals
Log individual referrals as they come in. Keep track of status, details, and milestones.
Tab 3: Contact Log
Keep a clear record of your communication and follow-up efforts with each referral partner.
Tab 4: Referral Partner Dashboard
Easily view a snapshot of one referral partner at a time. Select a name from the dropdown to see their full history, including referral totals and conversion performance.
Tab 5: Step-by-Step Instructions
Includes written instructions and links to helpful YouTube tutorials so you can get started quickly and use the sheet confidently.
Key Features:
Customizable and easy to use in Google Sheets (not compatible with Excel)
Clean, professional layout to keep your data clear and organized
Built-in formulas for automatic tracking of referrals and conversions
Helps you nurture relationships and grow your referral-based business
Instant digital access—start using it right away!
Important Details:
This is a digital product—no physical item will be shipped
Compatible with Google Sheets only
This item is for personal use only and cannot be resold, redistributed, or used for commercial purposes without explicit written permission from Real Estate Design Co.
Thanks for visiting Real Estate Design Co.
Referral Partner Tracker – Google Sheets Template for Real Estate & Service Professionals
Looking for a simple, organized way to track your referral partners and incoming referrals? This Referral Partner Tracker Google Sheets Template is the perfect tool for real estate agents, mortgage professionals, and service-based business owners who rely on referrals to grow their business.
What’s Inside:
Tab 1: Referral Partners
Track each referral partner’s name, contact details, status, referral notes, tasks, and relationship-building notes.
→ Referral count, closed sales, and conversion rates are automatically calculated based on the referrals you log.
Tab 2: Referrals
Log individual referrals as they come in. Keep track of status, details, and milestones.
Tab 3: Contact Log
Keep a clear record of your communication and follow-up efforts with each referral partner.
Tab 4: Referral Partner Dashboard
Easily view a snapshot of one referral partner at a time. Select a name from the dropdown to see their full history, including referral totals and conversion performance.
Tab 5: Step-by-Step Instructions
Includes written instructions and links to helpful YouTube tutorials so you can get started quickly and use the sheet confidently.
Key Features:
Customizable and easy to use in Google Sheets (not compatible with Excel)
Clean, professional layout to keep your data clear and organized
Built-in formulas for automatic tracking of referrals and conversions
Helps you nurture relationships and grow your referral-based business
Instant digital access—start using it right away!
Important Details:
This is a digital product—no physical item will be shipped
Compatible with Google Sheets only
This item is for personal use only and cannot be resold, redistributed, or used for commercial purposes without explicit written permission from Real Estate Design Co.
Thanks for visiting Real Estate Design Co.
Referral Partner Tracker – Google Sheets Template for Real Estate & Service Professionals
Looking for a simple, organized way to track your referral partners and incoming referrals? This Referral Partner Tracker Google Sheets Template is the perfect tool for real estate agents, mortgage professionals, and service-based business owners who rely on referrals to grow their business.
What’s Inside:
Tab 1: Referral Partners
Track each referral partner’s name, contact details, status, referral notes, tasks, and relationship-building notes.
→ Referral count, closed sales, and conversion rates are automatically calculated based on the referrals you log.
Tab 2: Referrals
Log individual referrals as they come in. Keep track of status, details, and milestones.
Tab 3: Contact Log
Keep a clear record of your communication and follow-up efforts with each referral partner.
Tab 4: Referral Partner Dashboard
Easily view a snapshot of one referral partner at a time. Select a name from the dropdown to see their full history, including referral totals and conversion performance.
Tab 5: Step-by-Step Instructions
Includes written instructions and links to helpful YouTube tutorials so you can get started quickly and use the sheet confidently.
Key Features:
Customizable and easy to use in Google Sheets (not compatible with Excel)
Clean, professional layout to keep your data clear and organized
Built-in formulas for automatic tracking of referrals and conversions
Helps you nurture relationships and grow your referral-based business
Instant digital access—start using it right away!
Important Details:
This is a digital product—no physical item will be shipped
Compatible with Google Sheets only
This item is for personal use only and cannot be resold, redistributed, or used for commercial purposes without explicit written permission from Real Estate Design Co.
Thanks for visiting Real Estate Design Co.
