Affiliate and Referral Program A straightforward referral program for trusted advisors and existing clients.
Our affiliate and referral program is designed for people who genuinely know our work.
That typically means accountants, attorneys, insurance brokers, business coaches, peer business owners, and existing clients who have been through onboarding and have an opinion worth acting on.
The program pays real economics for referrals that convert, and the relationship is documented in writing before any conversation with a referred prospect takes place.
Who fits the program.
Trusted advisors and existing clients fit naturally. The best referrers already know our engagement style, our pricing model, and our industry depth. That context lets them make a referral that is actually useful rather than a generic introduction.
If you fit that description, the program is designed for you.
How the economics work.
Referrals that convert into managed service engagements pay an ongoing percentage of recurring revenue for the life of the relationship. Referrals that convert into project engagements pay a one time finders fee based on the invoiced project value.
The specific numbers are in the program agreement and we are direct about them during the initial conversation.
What we ask of our affiliates.
We ask that affiliates represent our services honestly, only refer prospects they genuinely believe are a fit, and respect the due diligence process we run on every new client.
In return we keep affiliates informed about the status of every referral, never go silent after a handoff, and treat the referral as a reflection of the affiliate relationship rather than a one off transaction.