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Referral Program

At Trusty Oak, we exist to help other businesses keep growing. We also want to reward those who help us keep growing. Our referral program offers a simple compensation incentive for bringing new clients to Trusty Oak.

Earn $500 per referral

Referrers can earn an unlimited number of $500 rewards for each successful referral that purchases more than $2,000 in services from Trusty Oak.

How it works

  • 1

    Refer a potential client

    Refer a potential client to Trusty Oak and let us know about it.

    Note: We try to ask all clients how they heard about us in case you forget to tell us or they forget to bring it up.

  • 2

    Client makes purchases

    Once the client makes their first purchase, their $2k aggregate balance starts being accounted for.

  • 3

    Get your reward

    Once they make a purchase that pushes their aggregate spend over $2k, we will issue a $500 payment to either the business or individual who referred the client to us.

Purchase examples

Qualified Purchase

  • Client pays $300 onboarding fee
  • Client signs up with a $1,000/month talent budget
  • Client continues for a second month at $1,000
  • Total aggregate spend: $2,300 > $2,000

Disqualified Purchase

  • Client pays $300 onboarding fee
  • Client signs up with a $1,000/month talent budget
  • Client cancels before their second month
  • Total aggregate spend: $1,300 < $2,000

Program terms

  • Referral must be a new client to Trusty Oak (no reactivations).

  • The referrer must be identified/recorded within 10 business days of the client's first purchase.

  • Referrals can come from anyone other than internal employees (including existing clients, former clients, non-clients, Fractional Talent/VAs).

  • Referral fees are issued within 10 business days of the qualifying purchase.

  • There is no limit to the number of referrals you can be rewarded for.

Shareable one-pager

Use this resource to share information about our referral program with your network.

View One-Pager

Ready to refer?

Know someone who could benefit from working with Trusty Oak? Let us know and start earning rewards for successful referrals.