Partner Referral
Refer a client. We’ll take it from here.
Send us the client and the migration, and the referral is registered to you from the moment you submit it. You stay in the loop at whatever altitude you choose.
Registered to you on submission · 48-hour response · We never take your client
Register
Tell Us About the Client
A couple of minutes. If the destination platform is still undecided, pick your best guess and we’ll sort it out on the scoping call.
Please make sure your client is expecting to hear from us before you submit their details. · Not ready? Book a call instead
After You Submit
What Happens Next
01 · Registered to you
Immediately. Your name goes on the deal at submission, before we make any contact. There is never a question about whose referral it was.
02 · We scope it
Response within 48 hours, proposal in 5 to 7 business days. Co-branded or under your own brand, your call.
03 · We migrate and hand back
4 to 6 weeks standard, 6 to 10 multi-entity. Validated and reconciled before handoff, then the relationship routes back to you.
Your client stays your client. We don’t sell bookkeeping or advisory against accounting firms. We don’t sell managed IT or hosting against MSPs. We execute the migration you brought us, and we hand the relationship back.
New to the program? Compare both partner programs.