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Internal Tool · Business Development
Referral Tracker
Track where clients come from. Know who to thank. Never lose a warm lead.
+ Add Referral
Total Referrals
0
All time
Active Pipeline
0
In conversation or proposal
Converted
0
Became engagements
Conversion Rate
—
Won ÷ closed
Referral Sources
0
Unique people or orgs
Pipeline
Referral Sources
Thank-You Radar
Status
All
New Lead
In Conversation
Proposal Sent
Won
Lost
Paused
Add Referral
×
Prospect Name
Organization
Role / Title
Service Line Interest
—
Fractional Chief of Staff
Fractional People & Talent
Senior Advisory
Executive Coaching
Multiple / Unknown
Status
New Lead
In Conversation
Proposal Sent
Won — Became Engagement
Lost — Did Not Convert
Paused — Revisit Later
Referral Source
Referred by (Name)
Source Relationship
—
Former client
Current client
Peer / colleague
Board member
Funder / philanthropist
Conference or event
Social media / online
Inbound — no referral
Other
Referred by (Organization)
Date Referred
Last Touchpoint
Follow-Up Due
Notes
What you know, what they need, where things stand.
Save Referral
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