Referral Intake and Handoff Kit
When someone says “I know a person who could use your coaching,” what happens next?
Give a warm referral a clear, permission-based route to an inquiry with an owner and a next action.
A referral can stall when the fit is vague, permission is unclear, or everyone assumes someone else will reply. This kit helps you explain a suitable introduction, ask both sides before connecting them, and keep the next step owned. Adapt the brief, messages and workflow to one real coaching offer and the tools you already use.
Digital download. $19 USD. One-time purchase. Any applicable tax is shown at checkout.
What this helps you do
Make the right fit easier to recognize with a short, forwardable referral brief.
Choose between a direct contact link, an agreed introduction or a pause using a visual decision tree.
Keep permission, capacity, ownership and stop conditions visible before anyone sends a message.
Test the handoff with six fictional cases before using it for a real introduction.
What you receive
15-page PDF guide with a workflow map, permission decision tree, partner conversation guidance, three fictional coach examples and a first-week setup plan.
Editable DOCX workbook with 12 sections covering offer settings, referral brief, partner shortlist, warm messages, conversation agenda, person permission, coach acceptance, private case sheet, replies and exceptions, six tests, an internal-reminder specification and review.
A separate one-page DOCX brief to personalize with your audience, scope, useful-fit situation, first step and current availability.
A phone-friendly PNG showing the referral route for quick reference.
Three optional prompts for refining your business brief, editing one warm message and checking a fictional workflow.
Quick-start steps, file-opening guidance and use boundaries.
One ZIP download, delivered electronically after successful payment. No physical item is shipped.
Who it is for
For online coaches offering adult, non-clinical services who have a defined offer and existing professional relationships or warm referral opportunities. Start with one offer and a small number of appropriate contacts.
Files and software
Extract the ZIP before use. Read PDFs in a standard PDF reader and edit DOCX files in a compatible word processor. Fonts, spacing and page breaks may vary by app. TXT files open in a plain-text editor. Software and AI subscriptions are not included. You can use the core templates without AI or a CRM connection. The referral DOCX files use ordinary editable text rather than locked form controls; longer answers can expand the pages.
Scope
This is a self-guided template kit. It does not find referral partners, provide contact lists, set referral fees, install automations or send messages. It is not a clinical referral system, legal agreement or compliance guarantee. It does not promise introductions, bookings, clients or revenue.
Frequently asked questions
Is this a client intake questionnaire?
It covers referral intake and the handoff into an inquiry. It does not collect a full coaching history or replace paid-client onboarding.
Does it work without automation software?
Yes. You can use a private manual list and your usual email or messaging app. The optional automation section specifies internal review tasks and stop conditions; it is not a prebuilt integration.
Can I use it for cold outreach?
The examples and messages are designed for real warm relationships and optional introductions. A scraped prospect list or bulk cold-message campaign is outside the kit’s scope.
What if the person only wants a link?
The kit treats that as a complete route. Share the agreed public contact details and leave the next step with the person.
Do I need the Discovery Call Follow-Through Kit too?
No. This kit works on its own and ends when the inquiry has an owner. Discovery Call Follow-Through covers the next message in an existing inquiry or discovery-call conversation.
License and refund policy
For use in your own business or personal use under Marketing PMP’s personal, non-exclusive, non-transferable license. No resale, redistribution, sublicensing, or sharing of the product files. Read the full terms and conditions.
All sales are final, except where required by law. Please check the contents and software requirements before buying.
