Introducers
6 introducers · £61,850 of work won through them · £4,718 in fees owed
The people who introduce clients to you: what they've sent your way, and what you owe them for it.How it works
- Each introducer has one card: who they are, what they've introduced that's still in the pipeline, the clients won through them, and their fees.
- The usual fee is set in Settings. You can change it for one client on their page. Waive a fee if you've agreed not to pay one; Undo puts it back to owed.
- Reminders to stay in touch with introducers (and people who might become one) are on Good friends.
How an introduction works
- 1Give them a pageAdd an introducer and send them their own link. They see who they've introduced and their fees.
- 2They introduce someoneThrough their page, or tell us. Their page makes a new deal on the Pipeline. Otherwise fill in “Referred by” on the client's page.
- 3The deal is wonAn introducer fee is worked out for you (15% of the deal by default) and shows here as owed.
- 4You pay themPress Mark paid once you've paid. It's added to your costs for you.
PH
Partner · Hargreaves & Lowe · pip@hargreaveslowe.example · 07700 900195
Introduced 3 businesses · last activity 8h ago
Their pageopened 28 Oct
- In the pipeline
- £5,500
- Won through them
- £22,450
- Fees owed
- £1,725
- Fees paid
- £1,643
Their pipeline · open deals
- Halcyon FloristDiscovery form sent · £5,500
Clients won through them
- Northgate Accountants£11,500 · won 29 Sept · the deal
- Harbour Lane Bakery£10,950 · won 11 Dec · the deal
Their fees
- £1,725Owed15% of £11,500 for Northgate Accountants
- £1,643Paid15% of £10,950 for Harbour Lane Bakery · paid 17 Feb
PN
Priya NandraName only£1,643 owed
Not linked to a contact yet. Pick them as “Referred by” on a client to link them.
Introduced 2 businesses · last activity 25 Oct
Their pagenot opened yet
- In the pipeline
- £0
- Won through them
- £10,950
- Fees owed
- £1,643
- Fees paid
- £0
Their pipeline · open deals
Nothing in the pipeline from them right now.
Clients won through them
- Calder Consulting£10,950 · won 25 Oct · the deal
Their fees
- £1,643Owed15% of £10,950 for Calder Consulting
DO
Owner · Maple Print Co. · dan@mapleprint.example · 07700 900196
Introduced 2 businesses · last activity 27 Oct
Their pageopened 7 Oct
- In the pipeline
- £13,950
- Won through them
- £13,500
- Fees owed
- £1,350
- Fees paid
- £0
Their pipeline · open deals
- Westbrook Wine MerchantsAwaiting decision · £13,950
Clients won through them
- Wild Thyme Kitchen£13,500 · won 13 Oct · the deal
Their fees
- £1,350Owed10% of £13,500 for Wild Thyme Kitchen
BC
- In the pipeline
- £6,500
- Won through them
- £0
- Fees owed
- £0
- Fees paid
- £0
Their pipeline · open deals
- Little Acorns Day NurseryFirst Impressions Call booked · £6,500
Clients won through them
None won yet.
Their fees
No fees yet. One is worked out for you when a deal they introduced is won.
TE
Tom ElleryPerson
Organiser · Bridge Street Business Club · tom@bridgestreetclub.example · 07700 900197
Introduced 1 business · last activity 6d ago
- In the pipeline
- £14,950
- Won through them
- £0
- Fees owed
- £0
- Fees paid
- £0
Their pipeline · open deals
- Hollis & Grant ArchitectsDiscovery completed · £14,950
Clients won through them
None won yet.
Their fees
No fees yet. One is worked out for you when a deal they introduced is won.
TP
- In the pipeline
- £0
- Won through them
- £14,950
- Fees owed
- £0
- Fees paid
- £0
Their pipeline · open deals
Nothing in the pipeline from them right now.
Clients won through them
- Ashdown & Pryce£14,950 · won 22 Mar · the deal
Their fees
- £2,243Waived15% of £14,950 for Ashdown & Pryce
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders's client portal