For referral partners
Refer a client. Keep your relationship with them.
For accountants, advisors and implementers who see the problem before the owner does.
new message
- To
- [your client]
- Subject
- that reporting problem you mentioned
I know someone who does exactly that. He doesn't replace your software. He builds what it won't do, alongside it.
Want me to introduce you?
Who refers to us
Accountants, bookkeepers and CPAs
Financial advisors and wealth managers
Software implementers and onboarding specialists
Advisors to owners preparing to sell
Trade associations and peer groups
You see your clients' software every week. You know where it falls short.
When to refer
Any one of these is a reason to make an introduction.
They say, "I can’t get that report out of the system."
Their accounting or financial software can’t do what the business needs. For example, a QuickBooks Desktop version past its support date.
Someone on their staff types the same thing into two systems.
They have a customer list they can't email.
A vendor told them "that’s not possible" or "it’s on the roadmap."
They are interested in AI, and it feels like too much.
The first five are the same problem. You don't need to judge which one matters most.
Advising an owner who plans to sell? If their operations won't hold up in diligence, that is a referral too. The same work helps the business scale, which adds value before a sale.
Their team wants to build it themselves? That is team training, priced in a written training plan. It counts as a referral even if they don't need us to build anything.
Their client needs a technology lead, not a build? We act as their fractional CTO. No build required. It counts as a referral too.
What to tell them
One sentence is enough.
He builds the things your software can't do, without making you replace your software. Entry builds start at $1,500.
If they ask what kind of company we are: the tech and software team for small businesses that don't have one.
What we promise your client, and you.
We never take over your scope.
If you are the accountant, we don't touch the books, the filings or your advice.
We never recommend replacing you.
Not to the client, not ever.
You hear it first.
Anything we find that affects your work comes to you before it goes to the client.
If it's not a fit, we say so on the first call.
Nobody is billed for anything.
The terms
- 10%
- of first-year revenue
- 5%
- of second-year revenue
On everything your client buys from us, including team training and Fractional CTO.
Paid monthly, by the 15th, on money we have received. A short statement comes with each payment.
Example: your client buys a build, then stays on the monthly. You get 10% of everything they pay us in year one, and 5% in year two.
In a regulated profession? Tell us what your rules allow. Some firms can't accept referral fees. Some need written client disclosure. We work within your rules. No fee is a fine answer.
How to refer
Three steps.
Send us one name and one reason. Or forward the email below to your client.
We confirm it in writing. We tell you if the business is already talking to us.
You get paid monthly once your client pays us.
Forward this to your client
Subject: that reporting problem you mentioned
[Name], you mentioned you couldn’t get [the report / the customer list / the thing] out of [system].
I know someone who does exactly that. He doesn’t replace your software. He builds what it won’t do, alongside it. Fixed price, written spec before anything starts.
Want me to introduce you?