Referral Program

Know an Owner that Has Outgrown Their Systems? Send Them Our Way.

If you know a business owner frustrated by disconnected systems, tired of manual processes, watching margins shrink, unsure how to implement AI effectively, or feeling a leak they can't quite name, send them to us. If they become a client, you get paid.

Become a Referral Partner →
The Process

Simple. Direct. No red tape.

1

Become a referral partner

Email hello@prosperityfi.com to get started. We will send over a simple referral agreement covering your rate and payout terms. Once that's signed, you're ready to start sending people our way.

2

Send the introduction

Email us directly to make the introduction. Tell us who they are and why you thought of us.

3

We take it from there

We reach out, run the conversation, and handle the process the same way we do with every prospect. You do not have to sell anything or explain what we do.

4

They sign, you get paid

If the referral becomes a paying client, you earn 15%. Paid out once the contract is signed and the first invoice clears.

Two Kinds of Referrals

Clients. Colleagues. Anyone in your corner.

If you are a current or past client

You already know what it is like on the other side of this work. If you know another owner running on the same friction you used to run on, a warm introduction from you carries more weight than any ad we could ever run.

If you are a professional partner

Bankers, CPAs, attorneys, business brokers, consultants. If you sit across the table from owners on a regular basis, you see the operational gaps before anyone else does. When you spot an owner who needs systems, marketing, or AI done right, send them our way. Email hello@prosperityfi.com to get started.

What's In It For You

You send it. We close it. You get paid.

15%

Refer a business owner who becomes a client, and you earn 15%. No cap on how many owners you can refer. Simple, and paid the moment it closes.

Who To Send Us

The owners we serve best

  • Doing real revenue, $1M to $250M
  • 5+ full-time employees
  • Trades, clinics and practices, or professional services
  • Feeling the friction of manual workarounds, disconnected tools, or systems that never got finished
  • Ready to fix it, not just talk about fixing it
Common Questions

Referral FAQ

Do I need to be a client to refer someone?
No. Clients, professional partners, and anyone who knows an owner who needs this can refer.
How do I know if my referral qualifies?
If the business is doing real revenue and the owner is tired of the friction, send them our way and let us handle the qualifying.
When do I get paid?
Once the referred business signs on as a client and their first invoice clears.
Is there a limit to how many people I can refer?
No. Every closed referral earns the reward.
How do I send you a referral?
Email hello@prosperityfi.com with their name, business, and how to reach them. We will take it from there.
Refer Someone

Know someone who needs this?

Email hello@prosperityfi.com with their name, business, and how to reach them. We will take it from there.

Email Us a Referral →