Client Referral for Education & Training
Captures and pursues referrals from existing students, tracking them from introduction through to new business closure.
Supports compliance with the ESOS framework, CRICOS requirements, ASQA standards, and state education department reporting.
Workflow Stages
Referral Capture
Record the referral details including the referred contact, context, and the referring student information.
Inputs
- Referral details from student
- Referred contact information
- Referring student account data
Outputs
- Referral record created in CRM
- Referring student thanked
- Referral assigned to sales team
Referral Qualification
Research the referred prospect and determine fit before making initial contact.
Inputs
- Referral record
- Prospect research tools
- Ideal learner profile
Outputs
- Qualification assessment
- Contact strategy determined
- Outreach plan created
Decision Points
- • Does the referred prospect meet qualification criteria?
Initial Outreach
Contact the referred prospect, referencing the mutual connection, and schedule an introductory class.
Inputs
- Outreach plan
- Referring student permission to use their name
- Prospect contact details
Outputs
- Outreach completed
- Class scheduled or declined
- Prospect interest level documented
Sales Process Engagement
Advance the referred prospect through the standard sales process with referral context.
Inputs
- Prospect class notes
- Standard sales process stages
- Referral context and warm introduction
Outputs
- Proposal delivered
- Negotiation completed
- Deal won or lost
Decision Points
- • Has the prospect converted to a learner?
Referral Reward and Recognition
Provide the agreed referral reward to the referring student and update tracking records.
Inputs
- Referral outcome (won or lost)
- Referral reward program terms
- Referring student contact details
Outputs
- Referral reward delivered
- Thank you communication sent
- Referral tracking record updated
Frequently Asked Questions
Is there a referral reward program?
Yes, referring students receive a reward as defined by the referral program, which may include account credits, gifts, or other incentives based on the value of the referred deal.
What if the referred prospect does not convert?
The referring student is still thanked for the referral. The prospect is added to the nurture pipeline for future engagement.
Can a student refer multiple prospects?
Absolutely. There is no limit on the number of referrals a student can make, and each eligible referral that converts earns a reward.
Ready to implement this workflow in your business?
Our team can implement this workflow into your business operations with custom tools and training.