Referral Form

This form is for AFFILIATE (referral) partners only. Resellers will submit an ORDER (closed deal) on the “Place Order” page inside the portal.

Please complete the form below to submit a referral to Touchplan. Make sure to include all your information (including your main account email) so you get credit for the lead.

Used to referral prospects

Your Company Information
Your Touchplan Partner EMAIL (Your Account ID)
Please add your referral partner email (it is the MAIN email for your portal site (it may be the same or different than your personal email below).
Your Company Name*
Your Name*
First Last
Your Email*
Your Company Website*
Include http:// in front of URL
Your Phone (best number to reach you)*
Today's Date*
MM slash DD slash YYYY
Customer Details
Contact information for the prospect you would like to refer
Prospect/Referred Company Name*
Name of the Company to be invoiced.
Prospect/Referred Company Address
Provide billing address (as much info as you know). OPTIONAL field--but REALLY helpful.

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Prospect/Referred Contact Name*
Main contact at referred company
First Last
Prospect/Referred Contact Email*
What can you tell me about the prospect you are referring to Touchplan?
Location of Project, Size of Project, # of Projects, Size of Company
What communication have you already had about Touchplan with them?*
Name of Current Construction Project*
If more than one, list at least one or say, "General Referral".
How Soon?*
Approximately how soon are they looking to make a decision?
- Immediately (contact NOW)
- Within 2-4 weeks
- 4+ weeks
Competitor information
Are they using planning software today? Do they use sticky notes? Are they using excel? What are they using currently and what other options are they considering?
Any additional details about the prospect?*
Any unusual circumstances or dynamics (the GC makes the decisions, but Super recommends, etc.).
CAPTCHA
By submitting a referral, and unless you have entered into a separate written agreement governing referrals with Touchplan, you agree that you have read, understood and agree to be bound by the terms of the Touchplan standard referral agreement.
Comments
This field is for validation purposes and should be left unchanged.

Referral Form

Your Company Information

Customer Details

What can you tell me about the prospect you are referring to Touchplan?

Telephone

Email

Address

Business Hours