Refer a Client
Know a business looking for the right service partner? Send them our way.
Two Ways This Usually Happens
Click whichever sounds like your situation.
The process from here is the same either way.
I just know a business that needs help
A client, friend, or contact who needs a verified CA, legal, IT, or other service. Refer them directly.
My own client needs something outside my category
You're an Office Planners Partner and your client mentioned a need you don't cover. Pass it to us.
How It Works
Three steps, start to finish.
You tell us
Share the business's details. Takes about 2 minutes.
We take over
We contact them directly and manage the requirement.
You stay updated
We'll let you know as the requirement moves forward.
On rewards
Referrals that lead to a closed engagement may be eligible for a reward. Full terms, eligibility and payout details will be confirmed and published here shortly, we'd rather tell you exactly how this works than promise specifics before they're finalized.
What Do They Need?
Pick the closest match.
This helps us route the referral correctly from the first message.
Grow sales & visibility
Marketing, website, leads
Hire & manage people
Recruitment, payroll, HR
Set up / upgrade office
Space, fit-out, furniture
Stay compliant
CA, legal, filings
Fix tech & IT
Setup, security, software
Not sure yet
We'll help figure it out
Refer a Business