Referral Logging & Recurring-Revenue Attribution
MSP referrals are human introductions — a client, a vCIO, or a peer MSP vouching for you. Log every referral your partners send and receive, then follow each one through to a signed recurring contract so you know exactly what your referral channel is worth. No tracking pixels, no manual spreadsheets.
Log Every Referral, Given and Received
Capture each introduction the moment it happens — who referred whom, the client they sent your way, and what you sent back. A simple, shared record replaces the spreadsheets and inboxes where referrals go stale, so nothing falls through the cracks with clients, vCIOs, complementary MSPs, or centers of influence.
Northside Dental GroupREF-1042Harbor LogisticsREF-1043Cedar Law LLPREF-1044Summit ManufacturingREF-1045Recurring-Revenue Attribution
Tie every referred client to the recurring contract it becomes and watch the MRR add up by partner. Instead of guessing, you see exactly which referral partners drive recurring revenue — the way MSPs actually get paid — and credit them accordingly.
From Introduction to Recurring Contract
Follow each referral through every step a real MSP deal takes — introduction, discovery call, proposal, signed agreement — so partners always know where their referral stands. No clicks or cookies to interpret, just the human handoffs that close managed-services contracts.
Referral Credit
Referred by
Dr. Anand Mehta (Client)
Closed by
Your team
Commission
$180/mo
Related Resources
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