For referral partners
Send someone here and it will not cost you the relationship.
Your clients ask you about payments because they trust you. The risk in answering is not that you pick wrong — it is that whoever you send them to turns a favour into a sales call.
A Vigilant review frequently concludes that the business should keep what it has. We would rather you kept introducing people than that we closed one deal.
Become a referral partnerHow it works
Four steps, and one of them is us saying no.
- 01 You introduce us An email, a phone number, or send them a link. Whatever suits how you work.
- 02 We look properly Statement, contract, systems. The review takes about twenty minutes of their time.
- 03 They get an answer Including, often, that they should change nothing. Roughly a third of reviews end there.
- 04 You hear what happened With their permission. You introduced them; you should not have to wonder.
Who tends to refer
- Accountants and CPAs
- Business consultants
- Business brokers
- Chambers and associations
- Web and marketing agencies
- IT providers
- Commercial bankers
- Insurance agents
- Attorneys
- Real estate professionals
- Hospitality consultants
On compensation: some referral arrangements can be compensated and some cannot, depending on your profession and your state. We will tell you which applies to you before you refer anyone, and we will not publish a number here that turns out not to apply to you.
Become a referral partner
No agreement to sign today. This is a conversation about whether it fits how you work.