Warm introductions · Clear next steps

Referral Intake and Handoff Kit

Avoid unclear permission and the “who replies next?” gap. Give a warm referral a route to an inquiry with a receiving owner and a clear next action.

Explore the contents For online coaches · Digital download

Before you buy

Choose the help that fits.

A good fit if…

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.

Scope and limits

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.

A closer look

Digital mockups illustrate the contents. Devices and printed pages are for illustration only; illustrated text may differ from the delivered files.

Digital mockup of the editable referral brief with audience, coaching scope, limits and contact-route fields.
Editable referral brief. Personalize the audience, scope and first step before sharing. Digital mockup; no physical item.
Digital mockup of the Referral Intake workflow: define fit, ask permission, check capacity, introduce and record the receiving owner.
Permission and ownership. The workflow includes a direct-link route and a pause when permission is unclear. Digital mockup.

One ZIP · Six files

Know exactly what you’re getting.

01 / pdf

Referral Intake and Handoff Guide.pdf

15-page PDF guide with a workflow map, permission decision tree, partner conversation guidance, three fictional coach examples and a first-week setup plan.

02 / docx

Referral Intake and Handoff Editable Workbook.docx

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.

03 / docx

One Page Referral Brief.docx

A separate one-page DOCX brief to personalize with your audience, scope, useful-fit situation, first step and current availability.

04 / png

Referral Route Quick Reference.png

A phone-friendly PNG showing the referral route for quick reference.

05 / txt

Optional AI Editing Prompts.txt

Three optional prompts for refining your business brief, editing one warm message and checking a fictional workflow.

06 / txt

Start Here.txt

Quick-start steps, file-opening guidance and use boundaries.

Use your judgment at every step

Start with the work in front of you.

  1. Define the fit.Complete a short referral brief for one real offer.
  2. Check permission.Choose a contact link, an agreed introduction or a pause.
  3. Name the owner.Confirm who receives the inquiry and what happens next.

The practical details

Before you open the files.

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.

What software do I need?

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.

How is the download delivered?

One ZIP download, delivered electronically after successful payment. No physical item is shipped. Check the email address you use at checkout for confirmation and download instructions.

How can I use the files?

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.

What is the refund policy?

All sales are final, except where required by law. Please check the contents and software requirements before buying. Read the terms.

Referral Intake and Handoff Kit

Keep a warm introduction from getting stuck.

One ZIP · Six files. Adapt the materials to your own business.

$19 USD One-time digital download

Continue to Wix checkout to review the final total, including any applicable tax.

One ZIP, delivered electronically after successful payment. No physical item is shipped.

PDF reader and DOCX-compatible editor needed. Software and AI subscriptions are not included.

Licensed for your own business or personal use; no redistribution. Full license and terms.

All sales are final, except where required by law.

Questions? kingstadcompanies@gmail.com

Choose the help you need

The bundle contains the same three kits sold individually. If you own the bundle, you already have all three; there is no need to buy them again. If you own a kit, check what you already have before choosing the bundle.