Your ideal clients already trust other advisors. We help you build a small network of them, keep it warm with automation, and track every introduction, so referrals come in steadily.
Referrals are usually the best clients a firm gets. They are also the least managed part of the business.
Nobody owns the partner relationships, so introductions arrive whenever someone happens to think of you.
Without a reason to stay in touch, even good partners forget what you do and who you're looking for.
Without tracking, you can't tell which partners are worth investing in.
Built around the software you already run. Nothing goes out in your name without your approval.
We identify the advisors who serve your ideal clients before you do, and what those clients need from you.
Outreach leads with their clients, not your services, and brings something useful: a checklist, a guide or an intro.
Define the ideal referral for each side, a warm email intro within two business days, and closing the loop every time.
A monthly update and a quarterly check-in run on a schedule, and every intro is tagged in your CRM so you see who sends what.
Fixed-price Statement of Work. No payment beyond setup until the prototype works.
Examples of what we deploy. The free call tells us which ones fit your business.
CPAs, benefits brokers, employment attorneys, PEOs and business coaches already see the moment a client needs HR help. We recruit them and give them an easy way to send work your way.
Marketing nurture across email and SMS keeps partners warm with one useful update a month, and meeting notes and follow-ups are captured automatically after every check-in.
Every partner, intro, meeting and closed project is logged and tagged by source, with a quarterly view of which partners to invest in and which to refresh.
A one-page guide: which partners to pursue, how to open the conversation, a simple referral agreement, a cadence to stay top of mind, and how to track it. Written for HR firms, useful for any advisory practice. No email required.
Professional services firms that win most of their work through relationships, such as HR consultants, CPAs, fractional executives and specialist advisors.
Advisors who serve the same clients you do at a different moment. For an HR firm that means CPAs, benefits brokers, employment attorneys, PEOs and coaches. We map the right list for your firm on the call.
Some firms do, and some professions restrict them. We help you put a simple one-page agreement in writing; check any fee arrangement with your attorney and your partners' professional rules.
Yes. You approve every message before anything goes out in your name.
Fixed-price Statement of Work. No payment beyond setup until the prototype works. The exact price depends on your firm and goals, and we'll walk through it on the call.
Book a 20-minute call and we'll map the partners most likely to send you your next clients.
Book a 20-minute call