Partner Client Referral Form
Your Name
Your Company Name
Your TitleRole
Email Address
example@example.com
Phone Number
Format: (000) 000-0000.
What type of partner are you? (Bookkeeper, Grant Writer, CFO Consultant, Payroll Provider)
Client Business Name
Client Contact Name
Client Contact Email
example@example.com
Client Phone Number
Format: (000) 000-0000.
Client Website if available
Briefly describe the clients business or industry
Estimated Revenue Bracket (if known)
Please Select
0>70k
75k>150k
150k>250k
250>500k
500k>1M
1M>3M
3M>5M
5M>10M
Employee/Contractor Count (if known)
Services you believe they need from New Limits Legacy. (check all that apply)
Payroll Compliance
HR People Ops
Systems SOPs
Funding Preparation
Business Coaching
Other
How did you meet or work with this client?
Have you discussed New Limits Legacy with them already?
Any relevant background we should know before reaching out?
Would you like us to copy you on outreach or keep it blind?
Upload any materials that will help us understand their business
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