Referrer Form

SECTION A:

Referrer

First Name

Last Name

KVR Staff ID / Employee ID / Department (if applicable)

Referrer Email

Referrer Contact Number

SECTION B:

Lead / Prospect Basic Info

Name of Organisation / Company

Contact Person First Name

Contact Person Last Name

Role / Job Title

Contact Number

Physical Address / Location / Region

Address Line 1

Address Line 2

City

Code

Industry / Sector

Size of the company / organisation

SECTION C:

Section C: Needs, Services & Fit

Which KVR business / service(s) do you think this lead might need?

Brief description of the need / opportunity / problem

What outcome or result is the lead seeking?

Estimated budget / investment allocation

Is the person you provided contact for a decision-maker, or is there someone else?

Yes

No - someone else

First Name (Decision maker)

Last Name (Decision maker)

Role of decision maker

Is there any competing solution / provider currently in use?

Yes

Any constraints, special requirements, or conditions?

SECTION D:

Qualification & Routing

How did you (the referrer) come across this lead / connection?

Has this lead been contacted before by KVR / any affiliate?

Yes

If yes, brief summary: “When / by whom / outcome”

Priority / Urgency level

Low

Medium

High

Which geography / province / region is service expected to be delivered?

Mode of delivery preference (if known)

In-person

Online

Hybrid

On-site

Is the lead currently willing to have a discovery / consultation call?

Yes

If yes: preferred dates / times

SECTION E:

Permissions, Terms & Commission Tracking

Lead’s consent to be contacted

I (or organisation) consent to being contacted by KVR / its representatives regarding this opportunity.

Referral terms acknowledgement

I understand that, if this referral leads to a converted project, I (the referrer) will be eligible for 5 % of the project value as per KVR’s referral policy.

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PWD Male
PWD Female
Able Male
Able Female

SECTION A:

Referrer

SECTION B:

Lead / Prospect Basic Info

SECTION C:

Section C: Needs, Services & Fit

SECTION D:

Qualification & Routing

SECTION E:

Permissions, Terms & Commission Tracking

Quick Links

Support

Follow Us on LinkedIn

KVR Equity Group Entities

Referrer Form

SECTION A:

Referrer

SECTION B:

Lead / Prospect Basic Info

SECTION C:

Section C: Needs, Services & Fit

SECTION D:

Qualification & Routing

SECTION E:

Permissions, Terms & Commission Tracking

Quick Links

Support

Follow Us on LinkedIn

KVR Equity Group Entities

Client Name

Project Information Sheet