Streamline Your UX Research Referrals with Paperform

Finding the right UX research partner can make or break a product's success. This UX Research Agency Referral Form template is designed for marketing agencies, design consultancies, product teams, and business development professionals who want to create a seamless referral experience while capturing all the critical details needed to match clients with the right research services.

Whether you're running an affiliate program, building a partner network, or simply connecting clients with trusted UX research agencies, this template helps you gather comprehensive information about research goals, target user segments, current product stage, preferred testing methodologies, and project scope—all in one professional, on-brand form.

What makes this template perfect for UX research referrals?

This form goes beyond basic contact details to capture the nuances that matter in UX research projects. It collects information about research objectives (from usability testing to user journey mapping), identifies target user demographics and behaviors, understands where the product sits in its lifecycle, and captures preferences around testing methods—whether that's moderated interviews, unmoderated testing, card sorting, or eye tracking.

The built-in commission structure section lets you clearly outline referral terms, making it perfect for agencies with partner programs or individuals earning referral fees. With conditional logic, you can show different follow-up questions based on project scope or testing preferences, creating a tailored experience for each referrer.

Automate your referral workflow with Stepper

Once a referral is submitted, you'll want to act fast. Connect this form to Stepper to automatically route high-value referrals to your business development team, send personalized acknowledgment emails to referrers, add prospects to your CRM with all their research requirements pre-populated, and trigger Slack notifications when specific research types are requested. Stepper's AI-native workflow builder means you can set up sophisticated referral tracking and commission calculations without writing a single line of code.

Built for modern agencies and consultancies

This template is ideal for UX research agencies looking to scale their client acquisition through referrals, marketing and design agencies that partner with research specialists, SaaS companies and startups that outsource user research, and consultants and freelancers who connect clients with trusted research partners. With Paperform's SOC 2 Type II compliance and professional design capabilities, your referral form will look as polished as your agency while keeping sensitive client information secure.

Get started with this template today and turn every referral into a smooth, professional experience that benefits everyone involved.