Referral Program terms & conditions

Thank you for your interest in our Referral Program. By participating in the program, you agree to the following terms and conditions:

1. Eligibility

The Referral Program is open to all individuals except internal employees, contractors, and vendors.

2. Referral Rewards

  • Participants will receive 10% of the monthly fee paid by referred clients.
  • Referral rewards are not applicable to onboarding projects or pre-contract services.
  • Payments will be made quarterly, one month after receipt of client payments. Rewards will continue for up to 12 months or until the referred client cancels their service.
  • If a client cancels or their service is terminated, referral rewards will cease immediately.
  • Referring parties are responsible for any taxes on referral rewards.

3. Applicable Programs

  • Accelerate Program (Channel Sales Accelerator): Rewards apply to annual agreements for sales teams or divisions. Rewards cease if the client cancels or their service is terminated.
  • Empower Program: Rewards apply to month-to-month memberships for individual salespeople. Rewards cease if the client cancels or their service is terminated.

4. Submission Process

  • Referrals must be submitted through the official referral form or via a personal email introduction.
  • Only the first party to refer a prospect will be eligible for rewards.

5. Deal Registration and Validation

  • Each referral is validated to ensure it is linked to a single referring party.
  • The referred deal must close within 100 days of submission for eligibility.

6. Waiting Period

  • Referral rewards will be issued after a 30-day waiting period following the client’s contract signing.
  • If the client requests a refund, no rewards will be issued.
  • If a payout is processed before a refund request, repayment from the referring party will not be required.

7. Notifications


Participants will receive email updates when:

  1. The referral is validated and linked to their account.
  2. The referred client signs their contract.

8. Program Modifications and Termination


The Referral Program will be reviewed and may be modified annually. We reserve the right to terminate or amend the program at any time, with appropriate notice provided to participants.

9. Dispute Resolution

  • Disputes related to referral submissions will be resolved based on the date and time of submission.
  • Unresolved disputes will be subject to binding arbitration in the state of Maryland.

10. Legal and Fraud Prevention

  • The Referral Program is governed by the laws of the state of Maryland.
  • Rewards will not be issued if fraudulent activity is detected.

Acknowledgment and Agreement


By participating in the Referral Program, you acknowledge and agree to the above Terms and Conditions.