Referral PartnersGive your clients a trusted IT resource.
Your clients ask you about technology, security and cyber insurance. Refer them to senior IT leadership you can stand behind.
When to refer
Moments when a client needs us
No one owns IT
Technology decisions fall to the office manager, a founder or whoever is least busy that week.
A cyber insurance questionnaire is stuck
A renewal or new policy is waiting on security answers nobody at the client can give with confidence.
A compliance requirement or audit is coming
HIPAA, SOC 2, CMMC or a customer security review is on the calendar and the client is not ready.
The client is growing, merging or adding locations
Systems that worked for 20 people start breaking at 60, and integrations need a plan.
The client wants to use AI safely
Staff are already using AI tools. Leadership wants guardrails and a plan before something goes wrong.
Free resources to share
Something useful to send before anyone gets on a call
Both are free for your clients. Share them whenever technology or security questions come up.
AI & IT Readiness Scorecard
A short self-assessment. Your client gets a scored report with their top risks and quick wins.
Open the scorecardAI Acceptable Use Policy template
A free, editable policy clients can adapt to set clear rules for AI tools at work.
Get the templateYour partner share link
Enter your company name to get a scorecard link tagged to you, so we can tell you when one of your clients uses it.
How it works
Simple for you, useful for your clients
Step 1: Quick intro call
We learn about your company and the clients you serve.
Step 2: Agree how you prefer to refer
Referral fee or reciprocal referrals, set up to fit your company and its rules.
Step 3: Introduce the client
Send a short email introduction, or share the scorecard with your link.
Step 4: We report back on every referral
You hear what happened, every time, without having to chase us.
Step 5: You get paid or we refer back
Fees are paid as agreed, or we send clients who need your services your way.
Partnership options
Two ways to set it up
Referral fee
A share of first-year advisory fees, paid within 30 days of client payment.
Reciprocal referrals
No fees. We send clients your way when they need what you do.
Details on our intro call.
Our commitments
What you can count on
We never compete with you
We do not offer accounting, legal, insurance or consulting services that overlap with yours.
We keep you informed
You hear how every referral is going, with the client’s permission.
We disclose referral arrangements
Clients are told about any referral arrangement up front.
FAQ
Questions referral partners ask us
What kinds of clients are a fit?
Growing companies with roughly 20 to 500 employees that do not have a senior IT leader. They usually have an IT provider or an internal generalist, but no one setting direction.
Do my clients have to pay for the scorecard?
No. The AI & IT Readiness Scorecard is free, and so is the AI Acceptable Use Policy template.
How do referral fees work?
You receive a share of first-year advisory fees from clients you refer, paid within 30 days of the client paying us. We walk through the details on the intro call and put them in writing.
Will you refer clients back to me?
Yes, when they need what you do. If you prefer reciprocal referrals over fees, that is the whole arrangement.
Is this compliant with my professional rules?
We adapt to your company’s requirements, including no-fee reciprocal arrangements and written disclosure to clients. Tell us what your rules require and we will set it up that way.
Become a referral partner
Tell us about your company
Takes about two minutes. We reply within one business day to set up a quick intro call.