Referral Partner Prompt Card Worksheet for Small Business

A referral is borrowed trust. The partner may want reassurance that the handoff was handled, but the referred lead still deserves privacy. This worksheet keeps the draft grounded in approved facts: who introduced the lead, what permission was given, what next action is safe to share, and what details must stay internal.

Use this as a free public worksheet. The paid Small Business AI Profit Kit now includes a fuller referral-partner prompt card and worksheet inside the buyer ZIP for teams that want to operationalize this across repeatable workflows.

Copy/paste worksheet

Referral partner prompt card fields

1. Workflow name

Referral partner follow-up packet.

Outcome: draft a thank-you, status update, CRM note, and due-date reminder after a partner referral.

2. Approved inputs

Partner name, referral source, intro channel, lead/company name, consent notes, current status, next action owner, approved sharing boundary, due date, and any relationship notes.

Review: Remove sensitive project details before using AI.

3. Outputs requested

Same-day partner thank-you, lead-received update, no-contact update, not-a-fit closeout, CRM note, partner-update reminder, and unknowns list.

Review: Keep every output short enough for a human to approve quickly.

4. Variables

[PARTNER_NAME], [REFERRED_LEAD], [INTRO_CHANNEL], [CURRENT_STATUS], [NEXT_ACTION], [UPDATE_DUE_DATE], [PRIVACY_BOUNDARY], [RESOURCE_LINK], [OWNER].

Review: Do not leave placeholder text in a live email.

5. Stop rules

Do not disclose confidential customer details, promise referral fees, imply endorsement, pressure the referred lead, invent outcomes, create legal terms, or add anyone to marketing lists without consent.

Review: Escalate legal, commission, testimonial, regulated-industry, and negative-fit notes.

6. Success metric

Track referral response time, partner update completion, qualified referral rate, referred-lead close rate, and partners due for a useful resource check-in.

Review: Measure trust and follow-through, not only sales.

Copy/paste AI prompt

Draft a privacy-safe referral partner update packet

Act as a careful small-business referral follow-up assistant.

Use only these facts:
Partner: [PARTNER_NAME]
Referred lead/customer: [REFERRED_LEAD]
Intro channel and date: [INTRO_CHANNEL_DATE]
Consent or privacy boundary: [PRIVACY_BOUNDARY]
Current status: [CURRENT_STATUS]
Next action and owner: [NEXT_ACTION_OWNER]
Approved resource link, if useful: [RESOURCE_LINK]
Update due date: [UPDATE_DUE_DATE]

Create:
1. A short partner thank-you email.
2. A partner status update that shares only approved details.
3. A no-contact update if the lead has not replied.
4. A respectful not-a-fit closeout if needed.
5. A CRM note with owner, due date, and privacy boundary.
6. A list of unknowns that require human confirmation.

Rules:
- Do not invent outcomes, prices, referral terms, customer details, or deadlines.
- Do not disclose private details unless they are explicitly approved for partner sharing.
- Do not imply a paid referral, endorsement, testimonial, or legal agreement.
- If any field is missing, mark it [confirm] instead of guessing.
- Keep customer trust and partner trust ahead of speed.

Human review checklist

Before sending the partner update

Confirm the referred lead gave permission for the business to contact them.
Confirm what can be shared back with the partner and what must remain private.
Confirm no referral-fee, affiliate, or commission language is implied unless approved in writing.
Confirm the next action owner and update due date are real.
Use a free educational resource link before a paid product link when asking partners to share with their audience.