ReferralFlo
Professional Services

The intro is the pipeline. Credit it.

Agencies and firms grow on 'you should talk to them.' ReferralFlo records that sentence the day it's said — and pays the person who said it when the engagement signs.

Book a demoSee how it works
Enabler credit for intro-makers Long-cycle tracking Rewards when the deal signs
A consulting team in a working session
Atlas Advisory
Introduce a client
atlas.co/r/marcus
Copy
On signed engagementIntro credited
The problem you already have

Your best engagements started with one sentence at a dinner: "you should talk to Atlas." Six months later the deal signs — and the person who said it has been forgotten by everyone but themselves.

What most firms do: 'referral partner' arrangements tracked in a partner's inbox, finder's fees negotiated deal by deal, and half the intros never surfaced because there was no obvious place to log them.
What ReferralFlo does: gives partners, clients and friendly ex-colleagues a link and a form; captures the enabler when the intro-maker isn't the submitter; tracks the referral through your sales cycle; and fires the reward when the engagement signs.
92%
of consumers trust recommendations from people they know
Nielsen
20–50%
of purchasing decisions are driven by word of mouth
McKinsey
16%
higher lifetime value from referred customers
Wharton / Journal of Marketing
How it runs here

From a dinner mention to a signed engagement

Each step shows the human moment — and what ReferralFlo records beneath it.

1
Marcus joins your partner circle
A friendly CFO gets a link — and a reason to keep mentioning you.
Advocate record + personal referral link
2
The intro happens
He connects you by email; his assistant fills the form. Both are recorded.
Referral created; enabler field credits the true intro-maker
3
The cycle runs its course
Discovery in March, proposal in May, signature in June — status visible throughout.
Submitted → qualified → converted, advanced by your team
4
The thank-you actually happens
The referral reward fires the week the SOW is signed.
Approval workflow, then payout via Stripe, PayPal or Tremendous
Why firms run it on ReferralFlo
01
The enabler finally gets credit
Services referrals are two-person events — the mentioner and the submitter. Enabler capture records both, with a dedicated register showing each enabler's referrals and rewards. No other moment in your pipeline needs this more.
02
A system, not a favour economy
Standing reward rules replace deal-by-deal finder's fee negotiations. Fixed amounts or percentage of engagement value, approval before payment, everything logged.
03
Long cycles, nothing lost
Referrals hold their stage through months of discovery and procurement. When the engagement signs, the chain of credit is a record — not a memory.

“Half our intros never got logged before because there was nowhere to put them. Now there's a form, a status, and a thank-you that actually ships.”

Marcus Patel
Marcus Patel
Managing Partner, Atlas Advisory
The differentiator

Two people made that referral. Credit both.

The referral form captures the enabler — the person who made the intro but didn't fill the form — and the register reports their referrals and rewards separately. Professional plan and above.

Refer a friend
Friend's name
Jordan Kim
Friend's work email
jordan@futura.io
Who made this introduction?Optional
Priya Rao
priya@advisory.co
Submit referral
Priya Rao
Enabler register
12
Referrals
$840
Credited

Is this the right fit for your team?

Built for
Agencies, consultancies, accounting and law firms, financial advisors — anyone whose pipeline begins with a warm introduction and closes months later.
What's included
Partner and client referral programs · enabler capture and register · long-cycle lifecycle tracking · percentage-of-value or fixed rewards with approval · audit trail · CSV export.
Works with
Your pipeline in HubSpot, Salesforce or Pipedrive, and the affiliate motion when partners want standing commission terms.
Everything included

The details that make it dependable

Enabler register

Intro-makers tracked with totals and rewards.

Percentage rewards

Tie the thank-you to engagement value.

Approval workflow

Partners sign off before any payout.

Long-cycle stages

Referrals hold through procurement.

Partner portal

Referrers see status without emailing you.

Audit trail

Every credit decision, recorded.

CRM connections

HubSpot, Salesforce, Pipedrive + API.

Multi-program

Client referrals and partner intros, separately.

Common questions

What if the person who made the intro never touches the form?

That's the enabler module. The submitter names the intro-maker on the form (or via a customised link), and that person is credited and reported separately — without breaking the main referral attribution.

Can rewards be a percentage of the engagement?

Yes — rules support percentage-of-value alongside fixed and milestone rewards, with approval requirements so a partner signs off before anything is paid.

Our sales cycle is six months. Is that a problem?

No. Referrals hold their lifecycle stage indefinitely, your team advances them as the deal moves, and the full history stays queryable and exportable.

Ready to grow with referrals?

Launch your program in days, not months. See it live in a personalized 30-minute demo.