Referral Scheme Decision Planner

Check whether a referral reward makes sense before you promise it. Set the trigger and terms, separate referred enquiries from new paying clients, and work out what is left from the first paid booking after direct service, reward and admin costs. Try an optional return-visit estimate without relying on it to rescue a weak offer. Inside your download: Excel workbook and write-in PDF. The PDF pages can be printed or viewed on a device. For Excel tools, desktop Excel gives the most reliable formulas; compatible phone or tablet apps may behave differently. Business planning aid only; seek relevant professional advice for legal, tax or financial decisions.