Referral Program FAQ
Can’t this be a conflict of interest?
We don’t want it to even appear to be a potential conflict. Some situations will be potential conflicts; others will not. If you are concerned about a particular situation, we encourage you to look for a different referral opportunity.
One example that is not likely to be a perceived conflict is if someone in your personal network mentions that his or her company will be looking at a challenge or obstacle in their business.
An example that is likely to be a potential conflict is if you are on a committee or board or part of some other organization that has some significant influence over the organization in question. In that case, you should feel free to contact us as a potential business consulting and services partner, yet you may not want a referral fee involved.
Why is the finder’s fee so generous?
Why not? Once a client begins working with us, we usually have very long term relationships with our clients. So it’s worth it for us to get that initial introduction.
Who is a good referral candidate?
Anyone at a business who might have an interest in finding a way to grow their business and go to the next level of success…or someone who has access to such a person (e.g., a friend may know that his or her boss has a need). Some possible places to hear about a potential need are:
Business partners • Clients • Professional groups • Your employer • Consultants
Venture capital/private equity investors • Your personal network
Can I refer someone at my own employer?
Yes, as long as you feel comfortable with the circumstances. For example, if you know a decision maker within your organization and feel that we may be able to provide value that would make sense. Again, we are only looking for an introduction, not an endorsement of any kind.
Does the referred person need to be the “Decision Maker,” or could s/he be a conduit to the decision maker?
A referral could be to a direct decision maker, or someone one step removed. For example, a business partner might tell you that his or her company is looking to grow and take things to the next level. A referral to that person could lead to the decision maker or decision makers, which could lead to a consulting engagement for us and a check for you.
What if I refer more than one lead?
There is no limit. For every successful referral you will receive a FedEx package with a check inside.
How do I submit a referral?
You may either email us (email@example.com ) or call us (360.989.0071). Be sure to include:
• Your name
• Your contact information
• The prospect’s name and organization
• The prospect’s contact information
• Any other relevant information you would like to share
Please make sure the prospect is expecting to hear from us; we will mention your name.