Worksheet 1 of 5. Referral fit
Project: {{project}}
Prepared by: {{business}}
Review with: {{contact}}
Target: {{deadline}}

Instructions
Define the situation where your work is useful and who is unlikely to be a good fit.

Worked example, fictional
Context: A book designer asks a satisfied author for an introduction to another author preparing a similar release.
Completed response: Authors with a finished manuscript and a realistic production timeline fit the service.

Your decision
What situation makes someone a good referral?
My answer: [ ]
Source and date: [ ]
Still to check: [ ]
Next action, owner, and due date: [ ]

Before moving on
[ ] My answer uses my own facts.
[ ] I have marked anything I still need to check.

Next worksheet: Timing check.

Before you start
- Suitable client examples: [Source or notes]
- Permission context: [Source or notes]
- Introduction process: [Source or notes]

What you will make
A relevant referral request and respectful introduction workflow.