Referrals are gold.
They’re warmer than cold leads, cheaper than ads, and more likely to convert. But whether they come from partners, clients, events, or your own network — referral leads still need one thing:
Timely, personal follow-up.
That’s where PostSheet + Google Sheets comes in.
With this simple setup, you can follow up with every referred contact (or referrer) in a way that feels personal — even when you’re doing it at scale.
Let’s break down how to do it.
🌱 Why Personalized Referral Follow-Up Matters
Most people don’t refer others lightly — when they do, it means they trust you.
So following up with a generic email like “Hey, someone told us you might be interested…” is a missed opportunity.
With PostSheet, you can:
✅ Acknowledge the referral source
✅ Show up with relevant context
✅ Share value quickly
✅ Book more meetings
✅ Strengthen the relationship on both sides
📋 Step 1: Track Your Referrals in Google Sheets
Whether they come from a form, a CRM, or word-of-mouth, start logging referrals like this:
| Referred Name | Referred By | Referral Source | Company | Notes / Context | Follow-Up Status | |
| Jamie Wong | jamie@email.com | Alex Rivera | Client Referral | Acme Co. | Interested in team training | Not Sent |
| Leo Turner | leo@email.com | Event Lead Form | Webinar: Q2 Growth | Bolt Studio | Wants audit + proposal | Not Sent |
Add any other details you want to use in messaging: job title, urgency, location, etc.
✉️ Step 2: Write a Personal Follow-Up Template in PostSheet
Let’s make this feel like you’re reaching out personally — with context and a clear next step.
Example:
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Subject: {{Referred By}} mentioned you might be a good fit 👋
Hi {{Referred Name}},
{{Referred By}} mentioned that you might be interested in chatting about how we could support {{Company}} — really appreciate the intro.
Based on what they shared ({{Notes / Context}}), I’d love to send over a few quick ideas or set up a short call.
No pressure — just wanted to follow up personally. Let me know what works best!
– [Your Name]
You can adjust tone and format depending on the referral source (form vs. person vs. partner).
🚀 Step 3: Launch Your Referral Follow-Up Campaign
- Filter your sheet to show only “Not Sent” rows
- Connect to PostSheet and map your fields
- Preview each message — make small tweaks if needed
- Send right away, or schedule to land during business hours
- Log follow-up status (e.g. “Sent”, “Replied”, “Meeting Booked”) in the same sheet
This workflow makes it easy to handle 5, 50, or 500 referral leads like a pro.
🔁 Bonus: Follow Up with the Referrer Too
Use a second tab or sheet to follow up with people who made referrals, thanking them and keeping the loop closed.
Example:
“Thanks again for connecting me with {{Referred Name}} — just wanted to let you know I reached out. Will keep you posted!”
This builds goodwill — and increases the odds they refer again.
🧠 Great for:
- 💼 Sales teams tracking partner referrals
- 🧑💻 Consultants receiving client intros
- 📣 Marketers managing affiliate or co-marketing leads
- 🧑🏫 Course creators getting student referrals
- 🧘 Coaches and therapists following up from friend recommendations
- 🧾 Agencies using referral forms post-project
✅ Final Thoughts: The Right Message Turns a Referral into Revenue
A warm lead is only valuable if you act on it — and with the right message, at the right time.
PostSheet gives you the power to turn a simple spreadsheet into a personalized, scalable referral engine — without CRM bloat or marketing fluff.
Start now →
Follow up on referrals with PostSheet
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