Referral Program

Introduce WorkEquation to an executive facing operational margin leakage.

Know a CFO, COO, PE operating partner, procurement leader, or service operations executive dealing with margin leakage, outsourced performance issues, or inefficient high-volume workflows? Make a warm introduction to WorkEquation. Qualified referrals may earn $100 after a completed introductory meeting and an additional $400 if the company becomes a paying client.

Submit a Warm Referral View Referral Terms

Rewards are subject to eligibility, employer policies, conflict-of-interest restrictions, duplicate-referral review, and WorkEquation Referral Program Terms.

How it works

Three simple steps.

Submit a warm referral

Tell us who you are introducing and confirm the contact is aware of the introduction.

WorkEquation validates fit

We confirm the referral is qualified, not already in our pipeline, and connected to a relevant executive or operating stakeholder.

Meeting and conversion milestones

You may receive $100 after a completed qualified introductory meeting and an additional $400 if the company becomes a paying client.

Qualified referrals

Who counts as the right stakeholder?

A qualified referral is a warm introduction to a company that may benefit from WorkEquation's independent operational, vendor performance, Work Economics, or margin leakage assessment services.

Appropriate stakeholders may include:

CFO
COO
PE operating partner
Procurement leader
Vendor management leader
Service operations leader
Transformation leader
Business leader responsible for operational cost or outsourced performance

Cold leads, purchased lists, generic inboxes, duplicate referrals, or contacts who are not aware of the introduction do not qualify.

Reward options

Up to $500 Referral Reward

$100 after a qualified introductory meeting is completed, plus an additional $400 if the referred company becomes a paying WorkEquation client and the first invoice is paid.

Up to $500 Charitable Donation

Same milestone structure, donated to an eligible nonprofit of the referrer's choice.

No Reward Option

Submit the referral without receiving a reward.

Rewards are subject to eligibility, employer policies, conflict-of-interest restrictions, duplicate-referral review, and WorkEquation Referral Program Terms.

Submit

Submit a warm referral.

Short and executive-friendly. We'll research the rest after the warm introduction.

Your details

Your name*

Work email*

Referred leader

Name*

Title

Company*

Reward preference

Select charitable donation or no reward if accepting a referral reward may create a conflict.

Optional note

Why may this company be a fit? (optional)

I confirm this is a warm introduction and the contact is aware I am connecting them with WorkEquation.I agree to the WorkEquation Referral Program Terms and confirm that accepting a reward does not violate my employer's compliance, procurement, ethics, conflict-of-interest, or professional policies.

Qualified referrals may be eligible for up to $500 in total rewards, subject to eligibility, employer policies, conflict-of-interest restrictions, duplicate-referral review, completed meeting and converted-client milestones, and WorkEquation Referral Program Terms.