Step-by-Step Guide to Making Your First Referral
How to Make a Successful Referral on Paartner
Making a referral on Paartner is about helping your friends be successful - finding them a solution that can solve a problem or deliver a project they care deeply about. The vendor wins by gaining a valuable new client, and thanks to a referral platform, you can be rewarded too.
1. Spot the opportunity
Listen out for when a friend or colleague mentions a challenge, a project that’s stuck, or an outcome they’re struggling to deliver. These moments are often the best starting point for a referral.
2. Use your experience - and think beyond your usual circle
Draw on your own career knowledge to identify the kind of vendors that could help your friend overcome their challenge, deliver their project, and achieve success. But don’t stop there. Challenge yourself to look beyond your regular contacts and usual go-to agencies. That might mean tapping into extended networks, exploring vendors in adjacent industries, or looking for up-and-comers whose recent work shows promise. By blending hard-earned experience with a willingness to explore new options, you give your friend the best possible chance of finding a vendor who can not only solve their problem but exceed their expectations.
3. Make it easy for everyone
Using Paartner means the whole process is simple for both sides. You don’t need to have any awkward commission conversations with vendors or handle any painful admin - it’s all taken care of. Just log in, detail your referral and hit submit.
4. Connect them in the way that works best for them
Ask your friend the best way to connect them to the vendor. That could be a warm email, a quick zoom call, or even a short WhatsApp message.
5. Let things play out
Once the introduction is made, give your friend and the vendor space to explore the opportunity. At the same time, make it clear you’re happy to be a sounding board if they need a second opinion or gut check. After all, they value your advice and trust your judgment - and sometimes, that outside perspective can help them make the right call with confidence.
6. Follow up after the dust has settled
A few weeks down the line, check in to see how things went. It shows you care about their success, and it’s always satisfying to hear that your introduction made a difference.
Final Thoughts: Turning Conversations Into Opportunities
Making your first referral on Paartner doesn’t have to be complicated. With the right mindset and a focus on genuinely helping your friend succeed, you can turn a conversation into a win-win-win.
