Referral Partners · How it works
Six steps.
Two of them are yours.
A referral starts with a conversation you are already having, and ends with a share of every retainer payment the client makes. Here is everything in between.
The lifecycle
From introduction to every payment after.
- 01
Spot the need
A business owner mentions a project that stalled, a product they can’t build, an agency that disappeared, or a strategy they can’t take live. That’s the moment.
- 02
Make a warm introduction
Use one of the introduction emails in the toolkit, or ask us to join a call. Tell the client what to expect: a short first conversation, no obligation.
- 03
The client reaches out
The client takes the first step and names you, by name or email, when they get in touch. That is what attributes them to you.
- 04
We take it from there
We hold the first conversation, scope the work and send a written retainer proposal. You can follow progress on the Portal.
- 05
The client signs and pays
The client signs the retainer and makes the first payment. Your share is paid on that payment.
- 06
Your share, every month
Every retainer payment after that earns your share, for the life of the client. No reporting or invoicing on your side.
Doing it well
A few rules that protect your name and ours.
The best introductions are warm, honest and specific. Leave the rest to us.
Do
- +Introduce people you know and who trust you
- +Ask the client to mention your name when they get in touch
- +Describe the outcome: a senior team, one predictable monthly retainer
- +Let us handle scope, price and timelines
- +Tell us anything useful about the client’s situation
Don’t
- –Quote prices, timelines or guarantees
- –Promise specific people, features or terms
- –Send unsolicited bulk email in Blackshore’s name
- –Present yourself as a Blackshore employee
- –Introduce companies you have a conflict with without telling us
Next
Who to refer
Referral Partners