SEO Agency Client Referral Form

Grow Your Network and Earn with SEO Referrals

If you know businesses struggling with search visibility, our SEO Agency Client Referral Form makes it easy to connect them with expert optimization services while earning performance-based referral fees. This template is designed for marketing agencies, consultants, web designers, and business partners who want to provide value to their network and generate additional revenue.

Why This Template Works for Marketing Professionals

Built specifically for the SEO and digital marketing industry, this form captures everything needed for a qualified referral—from initial contact details to current ranking performance and competitive landscape insights. The structured approach helps your SEO agency quickly assess opportunity size, set realistic expectations, and deliver targeted proposals.

The form includes fields for website audit interest, current ranking analysis, industry competition assessment, and detailed business information. This ensures every referral comes with context, making it easier for your sales team to follow up with personalized outreach and higher conversion rates.

Automate Your Referral Workflow

Once a referral is submitted through Paperform, you can use Stepper to automate the entire follow-up process. Create workflows that automatically notify your sales team, schedule discovery calls, send personalized audit reports, and track referral commission status—all without manual intervention. Connect your CRM, project management tools, and email platform to keep referrals moving smoothly through your pipeline.

The performance-based fee structure built into the form creates transparency and trust with referral partners, clearly outlining commission tiers based on contract value or engagement type.

Perfect for Agencies and Partner Programs

Whether you're a marketing agency building a referral network, a web development firm expanding service offerings, or a business consultant connecting clients with specialized help, this template provides the professional foundation you need. The clean, branded design reflects well on both you and the SEO agency you're partnering with, while the conditional logic ensures you only ask relevant questions based on the prospect's situation.

Start building a profitable referral program today with Paperform's SEO Agency Client Referral Form—designed to capture quality leads, streamline qualification, and reward your network for successful connections.