Make an Introduction

Make a warm introduction

Use your secure partner link or the open form. Either way, the agency reaches out directly and this platform keeps no client record.

Approved partners

Use your personal secure link

Your link carries your attribution automatically, so your referral activity is credited without you typing anything about yourself.

This is the preferred path. Ask the agency for your link if you do not have it yet.

New to the network

Use the open form below

No link and no account needed. You tell the agency who you are, and the introduction is credited to you as a new partner prospect.

You can finish your partner profile right after you send it.

Introduce someone now

Please confirm the person agreed to be contacted before you send this. Nothing you type about them is saved to a database, a log, an analytics tool or a draft. It exists only long enough to be handed to the email provider.

Please leave sensitive details out

Do not enter Social Security numbers, financial account information, medical information or anything else that is not needed for a first conversation.

About you

This is your professional information, not the client's.

Your full name

Your professional email

Your phone

Your company

Your profession or category

Your preferred contact method

About the person you are introducing

Their name

Their phone

Their email

Preferred contact method

Best general contact time

Reason or life event

Brief context for the agency

One or two sentences is plenty. A phone number and a reason is enough to start.

Your professional information becomes a partner prospect record with the agency so they can thank you and invite you into the network.

The information about the person you are introducing is transmitted one time to the agency and is never retained in this application after the email handoff.

If you are already a partner, your personal secure link is the preferred path because attribution happens automatically.

I confirm this person agreed to be contacted by the participating agency.

ReferralReady.net and the participating agency may retain and use my professional information to acknowledge this introduction and invite me into the partner network.

Introductions go to the participating agency and nowhere else. Read the Privacy and Important Information page for the full detail on how this works.