How It Works
Three steps. You make the introduction; we do the rest.
Send Us a Name
Tell us who to talk to and how to reach them. It takes about a minute.
We Take It From Here
We reach out, understand their situation, and scope the automation that would actually help. No pressure on them, and none on you.
You Get Taken Care Of
If they become a client and pay their first invoice, we take care of you. See the reward section below.
The Reward
We take good care of the people who send business our way. When a team you refer signs and pays their first invoice, here is how that works:
$1,000
For a referred client whose project is $25,000 or more. Paid after their first invoice is paid.
$500
For projects under $25,000. Same trigger: paid after their first invoice is paid.
If the engagement stops at a paid assessment, we send $100 as a thank-you. No cap on how many teams you refer.
Who Makes a Good Referral?
You know the pattern when you see it. Manual work that should not be manual.
- Finance or accounting teams doing manual data entry, reconciliation, or reporting by hand.
- Controllers or CFOs frustrated with how long month-end close takes.
- Companies evaluating or fighting with RPA tools (UiPath, Power Automate, Automation Anywhere).
- Growing companies whose processes never scaled with headcount.
- Operations teams running the same browser or software tasks again and again, every day.
- Roles with high turnover because the work is repetitive enough to burn people out.
- Any team spending ten or more hours a week on repetitive spreadsheet work.
Refer Someone
A few quick details and we will take it from there. We keep everything confidential.
About You
Who You're Referring
Give us at least one way to reach them: an email or a LinkedIn URL.
By submitting, you agree to our Terms and Privacy Policy.
Thank You. We Have It.
We will reach out to the person you referred and keep you posted as it moves along. If you think of anyone else, come back any time.
Questions about the program? Email sales@forgerpa.com.
Common Questions
When do I get taken care of?
After the team you referred signs an engagement and pays their first invoice. That protects everyone: we only reward a referral once it has actually become paying work.
Is there a limit to how many people I can refer?
No. Refer as many teams as you like.
What if you are already talking to them?
First referrer wins. We track by company and referral date, so if you are the first to send them our way, it counts.
Do I have to be a current client?
No. Clients, partners, former colleagues, anyone. If you know a team we can help, we want to hear from you.
How will I know what happened?
We will keep you posted as your referral moves along: received, contacted, and if it signs, paid.