Your Network

Their Growth

Your Reward

OPTIMIZEDEXECS REFERRAL PROGRAM

How the Referral Program Works

Referrals are rewarded in two tiers. The more referrals that close, the more you earn per client — automatically.

Your 3rd successfully closed referral qualifies you as a Strategic Referral Partner. From that point forward, the enhanced three-month incentive applies to that referral and every qualifying referral after it.

How do I get started?

  • Introduce us — send an email, make an intro call, or share our contact info directly.

  • We take it from there — a conversation to understand their needs, then a matched fractional leader proposal.

  • When they sign and their first invoice is collected, your referral incentive is triggered automatically

  • To make it easier, you can simply fill out the form below.

Who to Refer?

  • Founder-led businesses where growth has outpaced structure

  • Companies navigating a leadership gap, succession, M&A, or restructuring

  • A CEO who is too deep in day-to-day operations to lead the next stage of growth

  • EOS®-run companies that need a Fractional Integrator

Referral Tiers

Referral Form

Grab a quick time slot on our calendar to introduce them

Questions?

Schedule a call with us so we can walk you through the process!