This guide walks through the whole flow — from you sending a referral link to your client booking their consultation. Send this page (or the downloaded flyer) to any partner who needs a refresher.
Step 1
Your Part (As the Referring Partner)
- 1
Log in to your Partner Dashboard at apexprocurementadvisors.net/partner.
- 2
Find your unique Referral Link and Referral Code in the gold box on your dashboard.
- 3
Copy the link (or tap Share Link) and send it to your potential client by text, email, or social media.
- 4
That's it from your side — when they book using your link, your commission is tracked automatically.
Step 2
What Your Client Does (So You Can Guide Them)
- 1
They open your referral link — it opens the intake page with your code already applied.
- 2
They fill out the intake form (name, company, industry, goals, and preferred dates).
- 3
They pay a $20 deposit to hold their spot (total consultation $80; the $60 balance is due before the meeting).
- 4
After paying, they pick a date and time on the confirmation page.
- 5
They get a confirmation email and can log in to the Client Portal to pay the balance, join a retainer, or unlock opportunities.
Good to Know
How You Get Paid
10% of the consultation fee when your referral books and pays.
5% of the monthly retainer if they subscribe to a plan.
15% of any contract value you helped land (subject to your cap).
Track everything in your Partner Dashboard under the Earnings tab.
Good to Know
Tips for a Smooth Referral
Always send your personal link — not the plain website. The code must be in the link to count.
Ask your client to use the same email everywhere (intake, payment, and portal) so their records connect.
Remind them the $20 deposit is required to book — there are no free consultations.
We coach to maximize their chances; we do not submit proposals and we do not guarantee a contract award.
Ready to start referring?
Open your dashboard to grab your personal link, then download this guide to share with new partners.
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