Referral Generator

Welcome to the SFEDA Referral Tool

This system allows partner service providers to quickly and easily refer a client for services from an SFEDA member. Using this brief form you can connect your client to one or multiple SFEDA members and print or email a targeted recommendation for the client to follow up on their own. With a click you can also email the referral directly to the intakes coordinator at the organization of your choice. If you are an entrepreneur seeking services for yourself from an SFEDA member, please visit the members and services pages of this website to learn more about the available options.

 

After entering contact information for follow-up, we will ask a few basic questions to create a targeted list of the best-fit providers for your client’s needs and demographic profile. You will then have have the option to choose from a targeted list of available services, and to choose one or multiple providers by clicking the “Select” button under each organization you’d like to include in the referral.

 

Qualified providers can view and download referral reports by using the Report Generator: