Referral Process
Identify a Fit
When a client or prospect mentions a need for bookkeeping, tax, or financial operations support, they're likely a good fit for Pilot.
Make the Introduction
Warm intro via email (use our templates), or share the client's contact info directly with your Pilot Partner Contact.
Pilot Takes Over
Our team runs the sales process — discovery, demo, proposal — and keeps you in the loop on status.
Client Onboards
Once signed, the client is onboarded by their dedicated Pilot team within 2 weeks.
What You Can Expect
Dedicated Partner Contact
A single point of contact at Pilot who manages referrals, answers questions, and provides updates.
Transparent Communication
Regular status updates on every referral, from first meeting through closed deal and onboarding.
Co-Marketing Opportunities
Joint webinars, case studies, and content collaborations to drive awareness for both parties.
Performance Reviews
Quarterly check-ins to review referral pipeline, discuss wins, and identify new opportunities together.