Referral Ask Tracker — Notion or Excel ask → intro → outcome
By Nydaymuse · Updated
What belongs in a referral ask tracker?
Ask-eligible clients, ask rows (channel + status), intro names from promised asks, and won/lost outcomes — after delivery, not mid-project.
Happy deliveries go quiet unless you ask once. A calm ask → intro → outcome desk beats hoping referrals appear.
Buoy is Nydaymuse’s $12 dual-format pack: Clients, Asks, Referrals, and Outcomes as Notion CSVs and as an Excel / Sheets workbook. Pick one.
Ask after the win, not during the blocker
Praise captures testimonials. Compass measures source ROI. Buoy is the dual-format ask tracker: eligible clients, sent/promised asks, intro status, outcomes. Pair with Praise, Harbor, Lane, and Compass.
Promised intros need a Referral row
Every Promised ask should spawn a Referral. Ghosted intros close as Lost with ask_again = No so you stop chasing.
Won outcomes feed Lane and Compass
When an intro becomes a deal, log source = Referral in Lane / Compass — otherwise your best channel stays invisible.
Buoy — dual Notion + Excel pack ($12)
Buoy is buy-once, English, no support. Notion CSVs (Clients, Asks, Referrals, and Outcomes) plus an Excel / Sheets workbook. Fictional SAMPLE rows — delete and replace. Not Cue, Bound, or Pitch.
Frequently asked questions
Should I use Notion and Excel at the same time?
No. Pick one home base. Buoy includes both formats so you can choose.
Is Buoy a live Notion duplicate link?
No. You import CSVs (or rebuild from the outline).
How is Buoy different from Praise or Compass?
Praise is free testimonial asks. Compass tracks lead-source ROI. Buoy is the dual-format ask → intro → outcome tracker after delivery.