The Referral Scorecard
This scorecard tracks both halves — the work you put in and the business that came back — so referrals stop being something that happens to you and start being something you run.
Referral business lags. The conversation you have in March becomes a closing in September, which means judging yourself on referrals received this month tells you about work you did half a year ago.
Free, no signup. Download saves it to your device — this page stays open.
How to use it
Track inputs weekly and outputs monthly. Keep them separate. A slow month of received referrals means nothing if the input column is full — and everything if it’s empty.
What’s inside
- A tracking structure that separates inputs from outputs
- Why the lag makes received referrals a poor short-term measure
- What a healthy input month actually looks like
- How to read the two columns together
Who it’s for
Agents who work their sphere but can’t tell whether it’s working.
If the input column is thin, the post-close flow is usually where to start filling it.
The Post-Close Flow →Get the next one before your clients do.
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