Advisers, consultancies and accountants
Warm introductions at the moment of need
They are asked for a recommendation before the buyer starts searching.
Solutions / Referral & affiliate partnerships
Partners who introduce you before the sale
Advisers, complementary vendors and affiliates hear about a need before you do. Partnex helps you find the ones who meet your buyers, agree how introductions are rewarded, and keep them referring.
Covers referral partners, affiliate programmes, reciprocal referrals between vendors.
A referral is worth most when it arrives early and comes from someone the buyer trusts.
Most referral programmes fade quietly: partners sign up, nobody refers, and the fee table gathers dust. The partnerships that work are with people who are in front of your buyer at the right moment and who gain something besides the fee, such as a customer who thanks them for the introduction.
What referral partnerships take
The partner’s reputation is on the line, and the fee is secondary
An adviser recommends you only if their client will be better off. The money rarely changes that calculation.
With Partnex
Partnex builds each proposal around the partner’s own customers and what they gain, with the fee stated plainly rather than leading.
What counts as a referral
Arguments about who introduced whom, how long an introduction stays yours, and what happens when two partners name the same company sour relationships.
With Partnex
Partnex drafts the terms with the definition of a qualified introduction, the attribution window and the conflict rule set out before the first introduction arrives.
Partners who are not allowed to be paid
In regulated sectors some advisers cannot accept a fee for an introduction, and a programme that assumes they can stalls at their compliance desk.
With Partnex
Research shows how each prospective partner already refers and what rules apply to them, so the arrangement proposed is one they can sign.
Finding the people who actually refer
Programmes convince the partnerships manager and never reach the consultants and account managers who meet customers.
With Partnex
Partnex finds the people in each partner firm who are in front of your buyers, and drafts the outreach for them.
Keeping referrers warm
A partner who hears nothing after an introduction stops making them.
With Partnex
Every exchange stays on record, quiet partners are flagged, and the next message is drafted for you.
What a referral partnership can deliver
Complementary vendors
Customers from products you sit beside
A vendor whose product your customers already use introduces you when the need comes up.
Affiliates and content partners
Reach you don’t have to staff
Audiences you could not reach directly, rewarded on results.
Reciprocal referral partners
A two-way flow
Partners who send you customers and receive yours in return.
From objective to partnership strategy
Partnex finds the advisers and vendors who meet your buyers, prepares the proposal for each, and drafts terms that make the first introduction easy.
- Shortlists of partners who already meet your buyers
- The people inside each firm who would refer
- A proposal that leads with what the partner gains
- Referral terms with the definitions that prevent disputes
Objective
Fifty qualified introductions a year from partners
Partnership strategy
- Accountants and finance advisersReferral
They are asked for recommendations before the buyer searches.
- Complementary software vendorsReciprocal referral
Their customers raise the need in the ordinary course of use.
- Industry newsletters and communitiesAffiliate
Audiences that trust the publisher more than an advertisement.
Built for how referral partnerships work
Terms that stay simple
The definition of an introduction, the attribution window and the fee are written to be read aloud, because the partner’s own people will apply them.
Research into how a partner refers today
Partnex looks at who each partner already recommends, and whether it may be paid for an introduction at all.
Partners kept warm
Introductions and replies stay on record, and a partner who has gone quiet is flagged.
See where your partnerships stand
A free assessment of your partnerships against your competitors’, with the first new one already started for you.