REFERRAL PARTNERS
Increase Your Revenue!
Get Passive Income...Perpetually!
Enhance Your Revenue Model and Maximize Client Value
CLIENT SUCCESS
Exceptional Value to Your Clients
Help Your Client Succeed
You have developed a relationship with your clients and want to see them succeed. If appropriate, introduce them to us so we can also assist them in their success.
Shift from Guessing to Data-Driven Decision-Making
Help your client transform inaccurate or non-existent financial information into value-added insights. It will improve their decision-making and bring value to their business.
YOUR SUCCESS
Exceptional Value to Your Business
Shift from One-Time Transactions to Recurring Revenue
Instead of one-time payments, generate passive and recurring income for your business.
Increase Customer Lifetime Value (LTV) and Reduce Customer Acquisition Cost (CAC)
A successful referral generates revenue from that client relationship perpetually; that boosts LTV and simultaneously reduces CAC. Your profitability goes through the roof!
WHO WE WORK WITH
Finance & Accounting Solutions by Client Need
Solutions for businesses with basic needs to more sophisticated services requirements.
100% Outsourced Solution
Under $1 million
Minimal bookkeeping support, often done by owner; lack of expertise or financial analysis
We become their finance & accounting department.
Hybrid Model
$1-$5 millionSome accounting, but business demands better information and supportWe work with existing team, deploy tools and processes to improve value.REFERRAL PARTNER COMMISSIONS
Maximize Your Earnings with Every Successful Referral
Perpetual Commissions - That’s Recurring Revenue
Commission Payment Cadence: When and How You Get Paid
Commission payments to Referral Partners are aligned with the same schedule as client service invoices.
Initial Set-Up Payment:
Once a client signs the agreement, their initial set-up invoice is due.
Quarterly Service Payments:
After that, service invoices are issued quarterly and are due in advance of each invoiced quarter.
Commission Earnings: How Much You Can Make
Initial Set-Up Commission:
For every Successful Referral, you'll earn a commission of $xxx once the client signs up and pays their Initial Set-Up invoice.
Quarterly Service Commissions:
For the first 10 Successful Referrals, you’ll receive X% commission on quarterly service invoices. For the 11th referral and beyond, your commission increases to X%, giving you even more earning potential.
5% -15% Escalating Commissions
- Client 1
- Client 2
- Client 3
- Up to 10 Clients
Each Successful Referral Commission = $1,000
- *Every additional active client increases the commission rate by 1 point and the new rate applies to all prior referrals.
- *Escalating commission rate is capped at 15% for and applies to Active clients.
Every time you refer a client who signs up for the service,
you earn this commission
Earn on each Quarterly Service payment.
Forever! For All Active Referred Clients!
| Referral Action | Escalating Commissions |
|---|---|
| Refer 1st client | Earn 5% |
| Refer 2nd client | Earn 6% on both |
| Refer 3rd client | Earn 7% on all three |
| Refer 4th client | Earn 8% on all four |
| Refer 5th client | Earn 9% on all five |
| Etc., etc., etc. | Upto 10% on All Active Clients |
Each Successful Referral adds 1pt Commission to all previous Successful Referrals, capped at 10%
Commission rate is established based on the number of Active Clients at the time of commission payments
REFERRAL PROCESS
A Step-by-Step Guide to an Easy and Effective Referral
STEP 1
Qualify Your Client
You have a relationship with the client and he/she has shown interest in finance and accounting services.
STEP 2
Schedule a Call
Find a time in our online calendar for a 30-minute Exploratory Call. You must attend the call along with the client to make the introduction.
STEP 3
Start Receiving Commissions!
Each Successful Referral earns you a one-time commission. And every paid Quarterly Service earns you perpetual commissions
Earn as Long as the Client Stays With Us
Your quarterly commission will continue as long as the client remains active and in good standing with our services.
WHAT YOU NEED TO KNOW
Frequently Asked Questions
Get the answers to your questions about becoming a Trevino Group referral partner.
1) How can I start as a referral partner?
To get started, fill out the contact information box. We’ll send further instructions.
2) How do I track my referral commissions?
You will receive regular updates on your commission earnings as part of our payment schedule.
3) What if I need assistance during the referral process?
Our team is available to support you throughout the referral process. If you need assistance or have questions, please don't hesitate to get in touch with us at [email protected]
4) How long does it typically take for a referral to convert into a client?
The conversion timeline can vary depending on the client's specific needs and decision-making process.
5) What if my client decides not to proceed with your services?
If the client decides not to move forward, the referral process concludes. We will document the outcome and communicate it accordingly.
Partner Documents
Summary Service Description for
your Clients
Email:
[email protected]
