Referral program
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This document summarizes a referral program that provides cash referral fees and prizes for referrals that result in closed deals. Referral fees range from $550 to $675 depending on the deal size and referrer level (Bronze, Silver, Gold, Platinum). Higher levels are achieved by making more referrals over time. Referrers can also receive extra ballots for prize drawings for every four referrals made. The program covers referrals for small business loans, mortgages, and consulting projects.
Referral program
- 1. Referral Program Research. Plan. Finance. Execute.
- 2. Cash • Referral fee paid one week after deal closing • Referral fee is based on the size of the deal and the level of the referrer – $100k referral – referral fee ranges from $550 (Bronze) to $675 (Platinum) – Deal size ranges are <$100k, <$200k, <$300k, <$400k, <$500k, <$750k, <$1MM, <$2MM, <$5MM, $5MM+ • Gold and Platinum members receive $100 for each complete application received
- 3. Grand Prize • All inclusive paid trip to somewhere warm! • Draw date is September 2011 • One entry ballot received for each complete referral • Other prizes include an iPad, Play Station 3, Spa Day Pass, Weekend Getaway and more. For every four referrals made, you get an free entry ballot!
- 4. Referral Definition and Types Business • Small Business • Corporate Finance • Private Placements • Venture Capital • Angel Investment • Real Estate • Consulting projects (research, planning, execution) Personal • Mortgages (1st, 2nd, 3rd) • Private Mortgages • Bad Credit • Self Employed • Line of credit What is a referral? A referral is a deal that has closed. This means that the referral has gone through the application, approval and closing process.
- 5. Levels • Bronze – up to five referrals in the past year • Silver – up to ten referrals in the past year • Gold – up to twenty referrals in the past year • Platinum – over twenty referrals in the past year • A rolling 12 month schedule is used to track levels.
- 6. Bronze (up to 5 referrals) • Cash (lowest quarter of range) • One ballot per referral Silver (5-10 referrals) • Cash (2nd lowest quarter of range) • One ballot per referral; one extra for every four referrals • Refer a Center of Influence (another referrer) and receive a $50 gift certificate
- 7. Gold (10-20 referrals) • Cash (2nd top quarter) paid on receiving application and on closing of deal • One ballot per referral; one extra ballot for every four referrals • Refer a Center Of Influence and receive a $50 gift certificate and a bonus for each deal they complete • Annual training seminar (open to Platinum & Gold)
- 8. Platinum (20+ referrals) • Cash (top quarter) paid on receiving application and on closing of deal • One ballot per referral; one extra ballot for every four referrals • Refer a Center Of Influence and receive a $50 gift certificate and a bonus for each deal they complete • Quarterly Platinum bonuses • Annual training seminar (Platinum & Gold) • Annual Platinum Conference
- 9. Getting Started 1. Contact us by phone or email 2. Provide some information about yourself 3. Start referring potential projects Gobi Canada +1 647 800 6587 Email
- 10. About Us Research. Plan. Finance. Execute.
- 11. Gobi Canada Research Plan Finance Execute Leading marketing finance consultancy Small and Medium Enterprise client base in Canada and abroad Our background is in software, consumer products/services, recreation, marketing, and consulting
- 12. Links Visit our website: www.gobicapital.ca Updates from Gobi Canada Blog: www.tenmillionsteps.com Follow us on Twitter: www.twitter.com/gobicanada www.twitter.com/scotthom Slideshare www.slideshare.net/gobisuccessful Recommendations http://www.gigpark.com/gobicanada
Editor's Notes
- #2: Title page – add logo
- #3: Cash All referrals are paid the week following closing of a deal. Gold and Platinum members receive cash for completed applications received.
- #5: Comparison
- #6: Levels: Bronze – up to four referrals in the past 12 months Silver – up to ten referrals in the past 12 months Gold – up to twenty referrals in the past 12 months Platinum – over twenty referrals in the past 12 months
- #7: Benefits of Bronze
- #8: Benefits of Gold
- #9: Benefits of Platinum
- #10: Quick application, detailed application, register for program
- #11: Title page – add logo