Referral Partner Program

Send us your clients who are drowning.
We’ll send you a check.

Your clients are already telling you about their operational problems. Now you have somewhere to send them — and a reason to.

Become a partner →
15% Setup fee
15% Retainer · 12 mo
$2–3K+ Avg first-year value
No Cap Unlimited referrals
— Why it works

Your clients win. You win.

— 01

The problem is already on your desk

Your clients are already telling you about their operational chaos — the missed invoices, the manual processes, the hours lost to things that should be automatic. Now you have somewhere to send them.

— 02

We make your job easier

When your clients are more organized, your work with them improves. Cleaner books, better documentation, fewer surprises. We fix their operations layer — which makes your professional relationship smoother.

— 03

You look like a hero

The best referral is one that solves a real problem. When a client mentions they’re drowning in manual work and you connect them with a solution that actually works, you become the person who knew exactly who to call.

— Who it’s for

Who makes great partners.

Finance

Accountants & CPAs

“Your clients’ books are a mess because their processes are a mess. We fix the processes.”

Legal

Attorneys

“Your business clients need operational structure. We build it.”

Risk

Insurance Agents

“Lower operational risk means better clients for you.”

Property

Commercial Real Estate Agents

“Help your tenants thrive and they renew leases.”

Advisory

Business Coaches & Consultants

“You advise. We implement.”

Technology

IT Service Providers

“You handle the network. We handle the operations layer.”

— The process

Four steps. No selling required.

— 01

Make the introduction

Send us a name and email, or CC us on an intro. That’s the full extent of your sales work.

— 02

We handle the rest

We take the conversation from there. Discovery call, proposal, onboarding — all on us. No selling required from you.

— 03

Commission starts immediately

The moment they become a client, your commission begins. Setup fee plus 12 months of their monthly retainer.

— 04

Quarterly updates

We keep you in the loop on your referrals and send commission summaries every quarter. No chasing, no spreadsheets.

— Apply to partner

Ready to start referring?

Fill out the form and we’ll reach out to set up a quick call. We’ll walk you through the program, answer your questions, and get your referral link ready to go.

15% on every setup fee
15% on monthly retainers for 12 months
Average referral value: $2,000–$3,000+ in year one
No cap. No limit. No selling required.
Quarterly commission updates

Tell us about yourself

Your clients need a tech department.
You know who to call.

Thy will be automated.