Referral
Know a business owner who could use us? Make the intro.
The best clients we’ve ever had came from someone saying “you should talk to Zolley.” Whether you’re a partner, a client, or just someone who knows an owner stuck on leads, advertising, a website or the follow-up that keeps slipping — tell us who. A person reaches out by the next business day, mentions you by name, and never pushes. And when an introduction becomes a client, we say thank you properly — often with a referral fee.
My client Marco runs an auto-glass shop and his phone’s gone quiet. You should talk.
Hi Marco — Dana at Ridgeview Bookkeeping thought we should talk about getting your phone ringing again. No pitch; fifteen minutes whenever suits.
Thanks, Dana — we spoke with Marco this morning and he’s booked in for Thursday. We’ll keep you posted.
A person, the next business day, your name in the first line. That’s the whole process.
You make the introduction. We do it well, and you hear how it went.
How it works.
Three steps, none of them on you after the first. What they get if it goes anywhere: the whole system, priced by the model that fits how they sell.
Tell us who
Their name, the best way to reach them, and a line on what they’re dealing with. Two minutes, below.
We reach out, by name
A person — not a sequence — contacts them by the next business day and opens with your name, so it lands as an introduction, not a cold call. Or book the call for them right now.
You hear how it went
Once we’ve connected, you get a note. If they’d rather not talk, we say thank you and stop — nobody gets chased.
Refer someone
A quick intro goes a long way.
Tell us about the owner and how to reach them, then who you are so we can mention you, credit you, and keep you posted. If they’d like a head start, you can book their call right here. If you’d rather, just email the introduction to [email protected] — same people, same care.
- Partners: this is your portal too — choose “I’m a Zolley partner” below and the introduction is tracked to you on your terms
- Only share someone who’s okay being contacted — the checkbox asks you to confirm, including for text messages about this introduction
- One short, personal message from a real person — no sequence, no list; STOP ends any texts
- Their details and yours stay with us — never sold or shared
“It’s nice to see people walking in and asking for the promotions that are being advertised. It gives us feedback on our marketing.”
Before you put your name on it, check ours: client stories · what we count and publish.
Not a partner yet but refer businesses regularly? The partner program puts the terms in writing up front.
Step 6 of 6
You’re all set.
We’ve got the referral. We’ll reach out by the next business day and open with your name.
- A person makes the callNot a sequence — someone who can actually help them.
- Your name goes first“So-and-so thought we should talk” is the opening line.
- You get a noteWhen we’ve connected — or a quiet thank-you if they’d rather not.
Straight answers.
Before you make the intro.
Do you pay referral fees?
Often, yes — when an introduction becomes a client. How much and how it’s paid depends on what they buy, so we put it in writing rather than on this page; you’ll hear the terms when we reach out about the introduction. Two honest caveats: it’s a thank-you for a client, not a bounty for a name — and the best referrals are people you’d put your own name next to, because you are.
I’m already a partner. Is this where I submit referrals?
Yes — this is the portal. Choose “I’m a Zolley partner” on the first step and the introduction is tagged to you and paid on the terms already in your agreement. Not a partner yet but referring regularly? The partner program puts those terms in writing up front.
What will you say to them?
That you thought we should talk, and why — in one short, personal message from a real person by the next business day. No pitch on the first contact, no pressure after it. If they’d rather not, we say thank you and stop.
Should I book the call for them or let you reach out?
Either works. Booking it here gives them a head start and a time already on the calendar — good when you’ve already talked to them about it. If you’d rather we make the first move, choose “just send it” and a person reaches out by the next business day.
Will they be added to a list or texted?
No list. We may reach out by phone, email or a text about this introduction — that’s what the checkbox confirms — and STOP ends any texts. Their details stay with us and are never sold or shared — same for yours.
Do I need to be a client to refer?
No. Anyone who knows a business owner who could use us can make the introduction — clients, partners, friends, their accountant.
What kind of business is a fit?
Almost any local business that wants more of the right customers — sixty industries are listed here, and the list is where we’ve written a page, not the edge of what works. If you’re not sure, refer them anyway; the first call sorts it.
What if they’re not a fit?
We’ll tell them honestly on that first call, the same way we would anyone — and we’ll let you know too. A referral that turns into a bad experience costs you more than it costs us, so we won’t sell your contact something that won’t work for them.
Someone come to mind?
Two minutes to make the introduction. A person, the next business day, your name in the first line.
