Customer Reference Request Form

Customer Reference Request Form — Form Fields

This sales template includes 6 fields. Request satisfied customers to serve as references for new prospects. Captures availability, preferred contact methods, and topics the customer is comfortable discussing. Free to customize and use on ZenBuild.

• Your Name (text, required)
• Job Title (text, required)
• Email Address (email, required)
• Preferred Reference Format (multiple choice, required) — options: Phone call with prospect, Email introduction only, Video call, Written testimonial only
• Topics You Are Comfortable Discussing (checkboxes, required) — options: Implementation experience, ROI and business impact, Support and service quality, Product features
• How many reference calls are you available for per month? (dropdown selection, optional) — options: 1, 2–3, 4+