What a useful referral contains
Explain the business type, locations, decision-maker, current system, main problem and expected buying timeline. Obtain permission before sharing personal contact details. A name without a defined requirement is difficult to qualify.
How the handover works
- Check whether the opportunity is already registered before promising ownership.
- Agree the introduction and who will contact the prospect.
- Let the Crystal team confirm capability, scope and pricing.
- Track the agreed payment milestone and commission terms.
Commercial terms and boundaries
Eligibility, commission basis, payment trigger, refunds, renewals and the lead protection period belong in the signed agreement. Referral partners should not promise features, exclusivity, discounts or delivery dates without written approval.
Questions before you decide
Do I need implementation staff?
The referral route focuses on identifying and introducing opportunities. Agree any additional delivery role separately.
What percentage will I earn?
Commercial terms are provided for review and agreement; this website does not promise a fixed rate.