Diagnose the gaps, run the numbers, put it in writing. Free tools for every stage of turning referrals that happen into a program that runs.
Two-minute assessments. Start here if you suspect the honest answer is "habit."
“Building from zero?”
Every artifact a referral program needs, in build order. Eight steps, one afternoon.
“Program or habit?”
Seven questions score your referral motion against the components of a managed program.
“Where do referrals die?”
Five questions to find where introductions fall through the cracks today.
“Is that deal alive?”
Five questions about one deal, a verdict, and the formula shown.
Published methodology, no email gate. Argue with the math, not with us.
“What is compounding worth?”
See how a referral network stacks up against paid acquisition over time.
“How much are we leaking?”
Estimate the revenue value of tracking every referral instead of most of them.
“What is a fair fee?”
Four inputs, a defensible fee range based on published convention.
“What do agencies pay?”
Sourced benchmarks for warm intros and partner programs, plus a calculator example.
“How do MSPs price MRR fees?”
Common 5–10% MRR structures and a monthly worked example.
“What does Rule 1.5(e) require?”
ABA fee-division conditions first, then a professional-services modeling example.
“Flat, percentage, or recurring?”
Compare five commission structures side by side on your own deal economics.
“When does the money land?”
Month-by-month payouts, collection delays, and clawback exposure.
“What could partners earn?”
Model the earning potential that helps you recruit partners in the first place.
Fill in the brackets. The handshake is not a system; these are.
“What do we promise, exactly?”
A one-page agreement covering fee, payment, clawbacks, and taxes.
“What do we say, and when?”
Five copy-ready emails that close the loop, from confirmation to payout.
“How do we ask for, and make, the intro?”
Ten copy-paste emails for asking, double opt-in, making intros, and follow-ups.
“Where do we log them?”
A free spreadsheet that tracks referrals in both directions.
“Who gets credit, exactly?”
Answer seven questions, leave with a written attribution policy.
“What do we build in the CRM?”
The exact fields, labels, and stages for HubSpot, Salesforce, or any CRM.
“What do we ask the AI?”
Twelve copy-paste prompts for updates, intake, triage, and reports.
The research, the product, and the program behind the tools.