Referral partner program
Introduce us.
Share the upside.
If you know a growing business that needs to understand its customers and market better, send them our way. Earn $2,500 to $5,000 per qualified referral, or pass the same amount along to your client as a discount.
How it works
Four steps, no heavy lifting.
You introduce us
Submit the referral form below or make an email introduction with the contact's name, company, and a note on what they need.
We confirm
We reply within two business days to confirm whether the referral is new to us and eligible.
They become a client
We run our own sales process, scoping, and pricing. You stay in the loop without doing the selling.
You get paid
Or your client gets the discount. You choose at the time of introduction.
Compensation
Flat fees, tied to the size of the engagement.
Total contracted fees under $50,000
Total contracted fees of $50,000 or more
Cash to you
Paid 50% when we collect the client's first payment, and 50% when we collect final payment on the engagement.
Discount to the client
The same amount comes off their project fee. Useful when your own agreements or professional obligations make a fee inappropriate.
You elect which option applies at the time of introduction, before we issue a proposal, so pricing can reflect it.
The essentials
The terms, in plain language.
A short summary of the program. Partners sign a full referral agreement before their first payment, and we'll send it over when we confirm eligibility.
What qualifies
A written introduction to a contact who isn't already a client, an open opportunity, or someone we've had substantive discussions with in the last six months. First written introduction wins.
Attribution window
Compensation is earned if the referral signs with us within 90 days of our written confirmation of eligibility. We can extend it by mutual agreement on long sales cycles.
First engagement only
Fees apply to the referral's first engagement, based on professional fees in the signed agreement. Taxes, travel, participant incentives, recruiting, media, and pass-throughs are excluded.
Payment terms
Cash is paid within 30 days of the triggering collection, on amounts actually collected. A W-9 is required before the first payment.
Disclosure
If you advise the referral, you agree to disclose this arrangement to them and confirm it doesn't conflict with any agreement or professional obligation.
Independent partners
Partners aren't employees or agents of Swell and can't quote pricing or negotiate on our behalf. We handle all scoping, pricing, and delivery.
Submit a referral
Tell us who we should meet.
We'll confirm eligibility within two business days. Your referral goes straight to hello@swellinsightengines.com.