How It Works
From introduction to income.
Five steps. Every intro logged. Every agreement documented. Every fee tracked. Here’s how the private referral network works.
Step 01
Join the network
Apply or get invited.
Complete your profile and Referral Kit - your services, industries, ideal clients, and what makes you the right person to refer. This is how other members know what to send your way.
Step 02
Build your agreements
Formalise before you introduce.
Set up digital MOUs with referral partners. Define the terms, the fee, the jurisdiction. No more handshake deals that get forgotten. Both parties agree before anyone picks up the phone.
Step 03
Get listed on the Black Book
Nomination-only. Dealmaker plan.
The vetted Black Book is a curated list of the best in their field. Dealmaker members get listed and discoverable to other decision makers in the network. You don't apply - you earn your spot.
Step 04
Make and receive introductions
Warm intros only. Always tracked.
Every introduction is logged, attributed, and tracked from first contact to outcome. You know exactly which intros converted, which are pending, and which need follow-up.
Step 05
Earn and pay fees
The Referral Fee Ledger.
Every fee owed is documented. Mark as paid when settled. Export the full record for compliance and audit. Socii doesn't handle payments - you settle directly. We keep the record.
“But I already do this informally.”
Most decision makers do. You make introductions. Some lead to deals. Occasionally someone sends you a fee. It works - until it doesn’t.
At scale, informal breaks down. Fees get forgotten. Intros go untracked. You can’t tell which referral partners are actually sending you business. And when compliance asks for a record, you’re pulling together emails from two years ago.
Socii doesn’t replace what you do. It gives you the infrastructure to do it properly - so every introduction is on record, every agreement is documented, and every fee is accounted for.
Ready to formalise your referrals?
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