Nothing up front
Your client pays us nothing to start. The plan is free, and so is the first conversation.
The CTW Partner Program
For as long as they stay a client. It’s free to join, there are no quotas, and the people you send risk nothing: if we don’t save them money, they don’t pay us.
Why it’s easy to recommend us
Most referrals are hard because you’re putting your name behind somebody else’s price. Ours start with a free plan, and the client only ever pays us out of money we’ve already saved them.
Your client pays us nothing to start. The plan is free, and so is the first conversation.
We’re only paid out of the money we save them. If we don’t save them anything, they owe us nothing.
No questions asked. Nothing more is billed from that day. Every number is agreed in writing before we start.
These are the guarantees of our Keep-Half Deal, the offer most partners point people to. Each of our offers has its own page with its own terms.
How it works
One short form. Your own link and your own dashboard come straight back.
Share your link, or just introduce us by email. We give you the words, the posts and the flyers.
We talk to them, write their free plan, put the deal in writing and do the work. You never have to sell.
25% of every dollar the client pays us, for as long as they stay a client. Paid by the 15th of each month.
What you get
It opens a page that greets the person by your name, so they know who sent them. A QR code comes with it for print and counters.
Every visit from your link, how many were real people who stayed to read, every form sent, every client and every dollar you’ve earned.
Emails, texts, social posts, video scripts, talk tracks, flyers, images and a calculator for your own website. Your link is already filled in.
Introduce someone by email and we’ll take it from there. We tell you when someone you sent becomes a client.
What it can add up to
What a client pays us depends on what we save them, so every client is different. Try a few numbers to see how it adds up.
An example, not a promise. 25% of every dollar the client pays us; the example assumes each client stays at least 12 months. $375 a month is the example fee on our Form Switch page.
Who it’s for
You already see which businesses are drowning in office work. You don’t need to be in sales.
The rules, in plain words
When you share your link, say near the start, and again by the link, that we pay you if they become a client. One line does it, and every piece in the kit already has it.
Share with people you know, your clients, your followers and your groups (within their rules). No bought lists, no mass texts, and check any email list with us first.
Point people to our pages for the details. Don’t promise a saving, a price or a result.
No ads on our name, no fake reviews, and no signing up yourself or your own business.
Straight answers
No. It’s free, and there’s nothing to buy, ever.
25% of every dollar the client pays us, for as long as they stay a client. If a client pays us every month, you’re paid every month.
By the 15th of each month, for what clients paid us the month before, once you’re owed $50 or more. Anything under that rolls over. We pay by bank transfer or check, and we need a W-9 tax form before the first payment.
Your dashboard shows every visit from your link, every form sent and every client, as it happens. If someone uses your link and becomes a client within 90 days, they’re yours. If you introduce someone by email, copy us in and they’re yours too.
If a business was already a client, or already in talks with us, before your link or your introduction, it doesn’t count. Getting one of our emails doesn’t count as being in talks.
No. Point people to us, or introduce us. We have the conversations, write the plans and do the work.
When they visit, send a form, become a client and pay us: your dashboard shows each of those. We keep the details of their business private unless they tell us it’s fine to share.
Your professional rules limit referral fees: no fee for clients whose financial statements you audit or review (or compile for someone else to rely on), and a written disclosure for the rest. Some states go further. California, for one, doesn’t allow a fee just for a referral. If you prepare tax returns, you need your clients’ signed consent before using their information to tell them about us. If you can’t take a fee, you can still be a partner without one, and we’ll treat the people you send just the same.
Anyone 18 or older with a US address and a US tax ID, as long as you aren’t referring your own business.
Join free
One minute. Your link and your dashboard come straight back, and we email you the dashboard link too.
Here’s your link. Anyone who uses it is counted on your dashboard.
Open your dashboard Open the marketing kit
We’ve emailed you the dashboard link as well. Keep that email: the dashboard is just for you.