Consultants, freelancers, community leaders and customers introduce us to professional services firms every week. We have a referral program to make those introductions worth your time.
One warm introduction to the right proposal, marketing or bid leader is worth more to us than most campaigns. If the firm becomes a Flowcase customer, you share in the result.
Hi Dipesh, meet Anna. She runs the proposal group at a 1,400-person engineering firm in Denver.
Her team is still rebuilding resumes from old Word files for every pursuit, and she told me last week she wants a proper system before Q2.
Anna, Flowcase is what I recommend to firms your size for this exact problem. I'll let you two take it from here.
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You do not need to sell anything. You need to know who is struggling with resumes, project sheets and proposal data, and be willing to make an introduction.
Proposal consultants, bid strategists, marketing advisors and tech advisors who work inside professional services firms and see how experience data is managed today.
Typical referral: a client you are helping fix their proposal process, or a firm you have audited and know is running on SharePoint folders.
Freelance proposal writers, bid managers, InDesign designers and interim marketing leads who move between firms and see the same problems again and again.
Typical referral: the firm where you just spent three weeks reformatting 80 resumes by hand.
Chapter leaders, board members and event organizers in groups like SMPS, APMP and ACEC, and people who run peer communities for proposal and marketing professionals.
Typical referral: a member who asked you after a session what system other firms use for resumes and project experience.
People who use Flowcase today, or used it at a previous firm, and get asked by peers how their team finds the right people and projects so quickly.
Typical referral: a former colleague who moved to a firm without a system, or a joint venture partner who saw your proposal output.
Simple on purpose. You make the introduction, we run the sales process, and you stay as involved as you want to be.
Most referrals start with a short note or a three-way email. From there, our sales team takes the demo, pricing and procurement conversations. We keep you updated on how it is going.
Fill in the short form below, or email us. A firm name and a sense of who leads proposals or marketing there is enough to start.
We check that the firm is not already in an active sales conversation with us. If it is, we agree a fair contribution fee instead. If it is an existing customer, it does not qualify.
An email, a call, or a mention at an event. We send you a short brief on Flowcase so you can describe it accurately, and we never ask you to make commitments on our behalf.
Demo, pilot, pricing and security review. We keep you in the loop and will ask for your help only if it is useful, for example a reference call.
If the firm signs within 12 months of your referral, you earn a referral fee on their first-year subscription. It is paid out once they have been a customer for three months and their first-year fees are received.
Flowcase pays a referral fee on every new customer you introduce. It is a share of their first-year subscription, and we confirm the exact amount with you before you make an introduction.
Request the program details below and we will send the fee structure along with the referral agreement.
The fee is calculated on subscription fees actually paid, excluding taxes, refunds and unpaid invoices. Firms already in an active sales process with Flowcase are handled case by case.
Flowcase is the system of record for people and project experience at professional services firms. The best referrals share a few traits.
We work with engineering, architecture, construction, consulting, IT services and law firms. The sweet spot is firms with a formal proposal process, multiple offices and a few hundred to many thousand employees whose experience needs to be found and presented in every bid.
Resumes live in SharePoint or old Word files. Project descriptions are out of date. The proposal team rebuilds the same content for every pursuit. Someone has said the words "we need a better system for this."
Tell us a little about you. We will send the full program details, a short brief on Flowcase you can share, and the referral agreement to review.
No obligation. Plenty of people sign up before they have a specific firm in mind, and reach out when one comes up.
Prefer email? Write to partners@flowcase.com.