Stop
Do not keep patching the same admin, quote, booking or customer follow-up problem if it keeps costing time or leads.
📊 Referral Guides · Builds A0000243 & A0000244
How Referral Reports Show Which Local Sharing Actually Brings Help Requests
Guided help format
Start here: what to do before you decide
This guide is organised for quick decisions, safer checks and clearer next steps.
Quick answer
Learn how referral funnel reports and partner scorecards help Your IT & Tech Mates understand which local referral campaigns turn into real customer help.
Risk levelLow
Use the guide to choose the right next step and avoid spending time or money in the wrong place.
Best first stepCollect details
Keep the model, symptom, photos, error messages and timing together before asking for help.
Local helpMelbourne North
Use this guide first, then choose Quick Help or the most relevant local service page.
Try
Map the current process, note where work is lost or delayed, and identify the one step that would save the most time.
Send
Send the workflow problem through Quick Help so it can be reviewd before building or changing a system.
Choose the right next step
Choose the step that solves the real problem first, then avoid adding extra tools, bookings or work until the next action is clear.
Before you book
- What changed before the problem started
- Device model, account, system or service involved
- Photos, screenshots, error messages or examples
- Whether files, study, work or customer enquiries are affected
Helpful next pages
Referral conversion customer journey and partner scorecard report — Your IT and Tech Mates local referral prog
Quick answer
Referral customer journey reports and partner scorecards help the team see whether local sharing is turning into real help requests. A customer journey can show landing views, QR or share actions, leads, Quick Help requests, completed jobs and review steps. A scorecard can show partner activity and quality without exposing private customer information.
📋 How it works in practice
A neighbourhood flyer campaign gets many QR scans but few Quick Help requests. The customer journey report shows a drop-off after the landing page. Admin updates the page wording and compares the next campaign. A partner scorecard then helps the team see which local partners are bringing useful, completed customer jobs.
Why referrals need more than click counts
A click or scan is useful, but it does not prove that someone needed help, submitted a request or completed a job.
What the customer journey can show
The customer journey can show landing views, share actions, QR scans, referral leads, Quick Help requests, service scope links, completed jobs, feedback and referral terms reviews.
What a partner scorecard can show
A scorecard can summarise partner code, contact details where available, partner type, activity, leads, completed work, review concerns and relationship notes.
Why privacy still matters
Partners should not receive private customer details just because they shared a link. Reports should focus on safe totals, quality signals and approval outcomes.
How reports improve future campaigns
When the team knows where people drop off, it can improve landing pages, share text, QR card wording and follow-up steps.
Practical next steps
- Check referral landing and share activity.
- Compare leads to Quick Help requests.
- Review completed jobs, feedback and referral terms status.
- Look for drop-off points in the customer journey.
- Use partner scorecards and manual notes before planning the next campaign.
Important note: Referral rewards depend on the actual job and the referral terms.
Frequently Asked Questions
It is a step-by-step view of referral activity from first visit or share through to request, job and review.
It is a summary of a referrer or partner's activity, quality and follow-up needs.
They should not expose private job notes or sensitive customer data.
Yes. If people scan but do not submit requests, the landing page or campaign message may need improvement.
No. They support review and decision-making only.
More in this series
🔗 Referral Guides
How Referred Customers Can Start Tech Help With More Confidence
Continue reading in the Referral Guides series.
📖 Referral Guides
How Referral Partners Can Share Local Tech Help Without Confusing Customers
Continue reading in the Referral Guides series.
🗺️ Referral Guides
How Referral Tracking Helps Customers and Partners Get Fair Credit
Continue reading in the Referral Guides series.
Related platform links
🔗 Related
Referrals
Visit this section for more information and next steps.
📋 Related
Share Page
Visit this section for more information and next steps.
👤 Related
Referral QR
Visit this section for more information and next steps.
Ready to start or check a referral?
Review referral customer journey and partner scorecard results to understand what is working before investing in more local referral activity.
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Your IT and Tech Mates · Melbourne's North · Mon–Sat 9am–7pm