Know a team that needs us? Earn $1,000 for the intro.
Clients, advisors, investors, former colleagues. If you know a company that needs help with HubSpot, RevOps, marketing, or AI, send them our way. When they become a customer, we send you $1,000. One form, one minute, no strings.
One number, no fine print.
For every company you refer that becomes an INSIDEA customer. Flat, not a percentage, so you know the number before you send the intro
When their first payment to INSIDEA is more than $25,000. It replaces the $1,000, same rules
Paid within 30 days of their first invoice being paid, by bank transfer
Refer one company or ten. Each one that becomes a customer earns the reward
Three steps, none of them on you.
Send the intro
Use the form below. Their name, email, LinkedIn, and company website. One minute, and you do not need to qualify them first.
We take it from there
We reach out, scope the work, and propose. Your name stays on the introduction and your contact gets the same honest first call every INSIDEA client gets. No pressure, no chasing.
You get paid
Once they become a customer, the reward goes to you within 30 days of their first invoice. Clients can take it as a credit on their next INSIDEA invoice instead. Just say so.
You probably already know someone.
Anyone whose CRM, revenue operations, marketing, or AI stack is holding them back. If you have heard the complaint, you have the referral. You do not need to be a client to send one.
A founder whose CRM is a mess
HubSpot half set up, data nobody trusts, reports that take a week. You have heard them complain about it. That is a referral.
A peer company outgrowing spreadsheets
Sales, marketing, and success tracking the same customer in three different tools. They need one system and someone to build it.
A sister or portfolio company
Same group, same investors, same board. If it worked for you, it will work for them, and you already know the person to email.
A former colleague now running growth
New role, big targets, no team yet. They need RevOps, marketing, and AI automation done properly, and they need it this quarter.
Refer with confidence.
We will not embarrass you
Elite HubSpot Partner, rated 4.99 across 500+ verified reviews. Your referral gets the same team and the same standard our clients get.
Honest about fit
If we are not the right partner for them, we say so on the first call and point them somewhere better. Your reputation is worth more to us than one deal.
You stay out of the sale
No follow-up calls to sit in, no deal size to forecast. You make the intro, we do the work, you keep the relationship.
Common questions.
When does a referral count as a customer?
When the company you referred signs an engagement with INSIDEA and pays their first invoice. Any service counts: HubSpot, Salesforce, RevOps, growth marketing, or AI and automation. Onboarding, a project, or a retainer all qualify, and there is no separate minimum: INSIDEA engagements start from $2,000. A signed contract on its own does not count, because a customer is someone we are actually working with.
Can I refer a sister company, a past prospect, or a former client?
Yes, with three simple tests. A sister or portfolio company counts when it is a separate business with no current engagement or open deal with INSIDEA. A company that spoke with us before counts when there has been no open deal or active conversation in the last six months. A former client counts when they have not worked with INSIDEA for twelve months.
Do I need to be an INSIDEA client to refer someone?
No. Clients, advisors, investors, former colleagues, and anyone else who knows a company that needs us can refer. The reward is the same. The only difference is that clients can choose to take it as a credit on their next INSIDEA invoice.
When is the reward $2,500 instead of $1,000?
When the referred company's first payment to INSIDEA is more than $25,000. The $2,500 replaces the $1,000, it is not added to it. The tier is set by that first payment and does not change later, so a company that starts smaller and grows still earns $1,000. Either way it is paid on the same 30-day clock.
What if they take months to decide?
We pay when they become a customer, not on first touch. A referral stays valid for twelve months from the day you submit it, so if they come on board six months after your introduction, the reward is still yours. We tie every deal back to the person who made the intro.
What if they end the engagement after paying the first invoice?
The reward is still yours. It is earned the moment their first invoice is paid, and it does not depend on how long they stay. The one exception is if that first invoice is refunded.
Can I refer more than one company?
Yes, and please do. There is no cap. Every referral that becomes a customer earns the reward.
Should I still use the form if I have already made a warm introduction?
Yes. A warm email or LinkedIn introduction helps, and we encourage it. The form is what records you as the referrer from day one, so send both, ideally on the same day.
Will INSIDEA contact the company directly?
Yes. Once the form comes in, we take the lead on outreach, scoping, and the proposal. You can stay as involved as you like, and you never have to sit in on a sales call.
Will I hear how it is going?
Yes. We confirm we have your referral, then tell you when the conversation becomes a real opportunity, when they come on board, and when your reward is on the way.
What if they need more than one INSIDEA service?
The referral belongs to the company, not to one service. The reward is set by their first payment to INSIDEA and is paid once per referred company, whatever mix of work they sign up for.
What if they are already talking to INSIDEA?
We check when the referral comes in and tell you straight away. Only companies that are new to us count, so there is never a question later about who introduced whom.
Does the company I refer get anything?
They get a proper scoping call, an honest read on whether we can help, and the same onboarding every INSIDEA client gets. We do not discount their engagement to fund your reward. The reward comes from us.
Will the company I refer know I am being rewarded?
If they ask, yes. We are open about the referral program, and we suggest you mention it yourself when you make the introduction. It keeps the introduction honest on both sides.
How do I get paid?
By bank transfer within 30 days of their first invoice being paid. If you are an INSIDEA client and would rather take the $1,000 as a credit on your next invoice, tell us and we will apply it there instead.
Can I refer a company in another country?
Yes. Referrals and referrers can be anywhere. The reward is paid in US dollars by bank transfer, and any tax on it in your country is yours to handle. We ask for the bank details we need when we confirm the reward.
Is the reward paid to me or to my company?
To you, by default. If your employer's policy does not allow you to accept a personal reward, we pay it to your company instead, or apply it as a credit on your next INSIDEA invoice if you are a client. Tell us which when we confirm the reward.
Can my account manager submit the referral for me?
Yes, with your go-ahead. Your account manager fills in the form with you as the referrer, so the reward and the thank-you come to you. INSIDEA employees cannot earn the reward themselves.
Can a referral turn into a Strategic Partnership?
Yes. If you find yourself introducing companies regularly, or your business complements ours, we can move the relationship to a Strategic Partnership. New introductions then follow the partnership terms.
What happens to a referral I made before becoming a partner?
It stays on the referral terms that applied when you submitted it. Only introductions made after your partnership starts follow the partnership terms.
I run an agency, a consultancy, or a platform. Is this the right program?
If you will be introducing companies regularly as part of your own business, or run a platform whose customers need an agency, the Strategic Partnership program at /partners/strategic is built for that, with two models instead of a flat reward. If you know one company that needs us, this page is the right place.
Send the intro, we take it from there.
One minute to fill in. We keep you posted at every step, from first call to their first invoice to the day your reward goes out.
- $1,000 for every referral that becomes a customer
- Paid within 30 days of their first invoice
- No cap on how many you refer
- We keep you posted at every step
Send us the intro
One reward per referred company, for companies new to INSIDEA, paid once they sign an engagement and their first invoice is paid. We decide fit, and we will always tell you why. Full Referral Program Terms.
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One intro, $1,000.
The best clients we have ever had came from clients we already had. Send us the next one.