Partnerships
Referral Partners
Advisors hear the same operational problems repeatedly — stock that does not reconcile, follow-ups that get missed, books that arrive late. Referring is the lightest form of partnership: you make an introduction, we take the conversation from there, and your relationship with your client is not put at risk by a sale you had to make.
What you would do
- Introduce a business where you can see a genuine fit
- Tell us what you already know about their situation, so they do not repeat it
- Nothing else — the sales process, the demonstration and the implementation are ours
What we provide
- A named contact rather than a general enquiry queue
- Feedback on what happened with your introduction, so you are not left wondering
- A commitment not to sell your client anything that does not fit their problem
- Referral terms agreed in advance and in writing
Suited to: Accountants, consultants and advisors whose clients regularly describe problems software would fix.
How it starts
Tell us the kind of client you advise and the problems you keep hearing
We agree how introductions are made and what you are comfortable with
Terms are put in writing before the first referral, not after
Enquire about referral partners
Questions we are asked
That is the right concern to have, and it is why this is separate from a sales partnership. You are not responsible for the sale, the pricing conversation or the implementation. If we conclude the product does not fit your client, we will say so to both of you rather than sell it anyway.