Referral partners
Referral partners are accountants, consultants, trade bodies and community groups who introduce businesses to us and let our team take it from there.
What it looks like day to day
Plenty of people are asked "what should we use to run this?" by the businesses around them. An accountant at year end. A consultant planning a second branch. A college helping students start out.
A referral partner makes the introduction and steps back. The business signs up with its own free User ID and deals with us directly. You do not need to learn every app, only enough to know when it is a good fit.
Referral partners often work well alongside our free-credit programmes, which help startups, small businesses, nonprofits and students get going.
What a referral partner does
- Introduce businesses who would benefit from the platform
- Point eligible organisations to our free-credit programmes
- Share our guides and help pages with the people you advise
- Tell us what the businesses you work with still need
Be honest with yourself here
It saves both of us time. If the second list sounds more like you, another partner type may suit better.
Good fit if
Most of these are true.
- You advise businesses, charities or students as part of your work
- You want to recommend something you have tried yourself
- You prefer to introduce and step back, rather than run projects
Probably not a fit if
Any of these is a deal breaker for you.
- You want to manage your clients' setups hands-on (see agencies)
- You are looking for paid advertising placements
From application to your first client
There is no fee to apply and no contract until both sides are happy with the terms.
Apply
Tell us who you advise and how you usually recommend tools.
Try it
Create your own User ID and look around, so your recommendation is honest.
Agree the basics
We agree in writing how referrals are recorded and what, if anything, is paid.
Introduce
Send businesses our way. They sign up themselves and keep their own account.
What we offer, and what we ask
What we offer
Modest on purpose. We would rather keep every promise.
- A named contact to send introductions to
- Plain-English material you can share with the people you advise
- Updates on free-credit programmes your contacts might qualify for
What we ask
Businesses trust partners. These rules protect that.
- Only recommend us where you think we are a good fit
- Describe prices and free credits accurately
- Never sign someone up on their behalf
