The ultimate guide to getting referrals.
+ Free Voucher Templates
Free templates, tips and advice to get referrals

Free templates, tips and advice to get referrals
Step by step guide to mastering the referral process.
If you're familiar with Microsoft Word, you can use our templates or create your own referral voucher
Canva.com is a simple Drag & Drop online design program. with hundreds of templates to choose from for every purpose.
How To Build an Effective Referral Strategy.
Damien Churton breaks down the referral process.
Get ideas and inspiration about the referral programs you can offer.
PODCAST
Damien Churton breaks down what it takes to build an referral strategy,
When you are using our voucher template you want to be constantly referring to your Ideal Target market and making certain that the voucher will work for them.
For example: If you are wanting to create a voucher for Builders who are looking for Plumbers to work on $500k civil jobs, what you will have to create is going to be very different to something that you would give middle aged home owners in Toorak who are looking to refurbish their bathroom.
Write down here a description of your Ideal Target Market that you are wanting to appeal to, and as a result WHO you would like them to refer to you:
Type of Business:
Type of Individual within the Business:
Number of Employees in the business:
Areas of specialism of the business:
Create a voucher so that the person who receives the voucher (who is in your ideal target market) is encouraged to come to you and try your services.
Don’t forget: All we are wanting to achieve is to generate a lead and make it easy for our network to effect an introduction.
Now that we have done all the work, we need to consider how are we going to get the voucher out there into the marketplace?
How can we get it into as many hands as possible, so that we get the maximum number of referrals?
If you’re familiar with Microsoft Word, we’ve developed some free voucher templates to use.
Simply replace the images, insert your logo and edit the text.
Add your own images and logo.
One Voucher per A4 Sheet.
Document Size: A4 (210mm x 297mm)
Trim to 210mm x 100mm
If you want to design a voucher, we suggest you use a tool like Canva.
Simple drag & drop design tool
Hundreds of templates to use for every purpose
Free account available
First 30 Days Premium Free
This video shows you how to do all the basics in Canva. Or, just jump in and experiment!
Create Account
Sign in with your Google or Facebook account
Or click blue button to Sign Up with your email
Click on “Small Business”
Choose Pro or Free Account.
Skip by clicking Maybe Later (top right)
Or
You can register for Pro Account (requires Credit Card, but you can cancel within 30 days free)
‘Start Your First Design’
Or
Skip by clicking Maybe Later (top right)
1. Scroll to the ‘Marketing’ Category
2. Click Arrow to scroll right
3. Select “Gift Certificate”
Choose a design template from the pane on the left.
Click on the page you want to edit. Start editing. Add photos, your logo and change the text.
Watch the video guide if you get stuck.
Outsource the design to a freelance designer. Some sites to find them include:
Fiverr
Upwork
Freelancer.com
If you have an Adobe subscription, you can use the online Canva-like design tool, Spark.
There are thousands available online for programs like Adobe Photoshop, Indesign, etc.
Premium templates can be found at graphicriver.net
We have had many people ask us what should be offered on a referral voucher. The answer is that you don’t need to offer anything!
If you deliver high quality outcomes for your clients that exceed their expectations, then the voucher can simply be used as a tool by your referrer to help people recommend you to their network.
However, vouchers can often have a higher success rate if you offer extra value, discounts or gifts for the referrer, referee or both.
Competition / Raffles
Prize Giveaways
Tickets to events
Gift Certificates
“Store Credit” Voucher
Free SWAG!
T-shirts, Mugs, Bags, etc.
Complimentary up-sell offers
E.g. Electricians
Offer a free test & tag
Free Energy Audit
Landscapers and gardeners
Offer free tree pruning.pressure cleaning.
“Bring a Friend Along” Promotion
Business Cards
Fridge Magnets
Branded Pens
Vouchers
Social Media Messages
Flowers
Movie Vouchers
Restaurant Gift Vouchers
Take them to dinner or an event
Food hampers
Gift vouchers