💰 Earn up to $500 per referral

Know Someone Struggling with Salesforce?

Help a friend or colleague escape Salesforce chaos — and get rewarded when they become a client.

Here's How You Get Rewarded

Earn a gift card (or donate to charity) for every successful referral

1
$100
When We Qualify the Lead
We'll reach out within 24 hours and schedule a discovery call
2
$400
When They Become a Client
Once they sign up for our managed services
Total Potential Reward
$500

Prefer to give back? You can choose to donate your reward to a charity of your choice instead.

How It Works

Three simple steps to refer someone

1

Submit Their Info

Fill out the form below with their name and what you know about their situation

2

We Connect

Either you introduce us directly, or we reach out on your behalf — your choice

3

Get Rewarded

Receive $100 when qualified, plus $400 more if they become a client

Who's a Good Fit?

We work best with companies that match this profile

✔ Great Fit

  • Already using Salesforce (or about to)
  • Their Salesforce person is stressed and can't keep up
  • They paid for Salesforce but nobody's really using it
  • Their business is growing but Salesforce can't keep up
  • Their Salesforce is a mess and they're afraid to change anything
  • They're struggling to hire or afford Salesforce help
  • They could benefit from an expert team, strategic planning, or ongoing managed support

✗ Not a Fit

  • Very small businesses (just a few employees)
  • Brand new to Salesforce with no budget
  • Looking for a one-time quick fix
  • No decision-making authority

Submit a Referral

Tell us about the person you'd like to refer

👤 Person You're Referring

We'll reach out respectfully and professionally — no spam or aggressive sales tactics.

🙋 Your Information
🎁 Reward Preference

🔒 We'll treat your referral with care. No spam, no hard sells.

🎉

Thank You for Your Referral!

We'll reach out to within 24 hours. You'll receive an email confirmation and we'll keep you updated on the progress.

📧
Within 24 hours: We'll reach out to your referral with a friendly, personalized message
📞
Discovery call: If they're interested, we'll schedule a free health check
💰
You get $100: Once we qualify the lead, your first reward is on its way

Want to Also Make a Warm Intro?

A personal message from you can help. Choose a platform and we'll give you a ready-to-send template:

Common Questions

You'll receive $100 within a week of us qualifying the lead (meaning we've had a discovery call and confirmed they're a potential fit). If they become a client, you'll receive the additional $400 within 30 days of them signing up.
A qualified lead is someone who has a discovery call with us and is confirmed to be a potential fit for our services. This typically means they have budget authority, a real Salesforce challenge, and are seriously considering solutions. We don't count tire-kickers.
Absolutely! There's no limit. Each qualified referral earns you up to $500.
That's totally fine. Just select "I don't know" for any fields you're unsure about. The most important thing is their name and that they use Salesforce. We'll figure out the rest in our conversation with them.
We reach out with a friendly, personalized message mentioning that you referred them. We never use aggressive sales tactics — just a helpful conversation about their Salesforce situation. Your reputation is safe with us.
Yes! When we process your reward, just let us know you'd like to donate it and we'll make a donation to the charity of your choice in your name.
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