Referring Clients

  1. From your ProPartner account dashboard, click Refer a Client in the left menu.
  2. Complete the referral form, and click the Send Referral button.
    • The Company Name field refers to your client’s company or organizational name.
    • The First Name, Last Name, Contact Phone, and Email Address fields all refer to the client’s contact information and help Timesheets.com provide excellent customer service during on-boarding.
    • The text field at the bottom of the form is your opportunity to give us important information about your referral. Please consider providing:
      • What is the client’s pain point? Why are you referring them to us?
      • What’s the best method and time to contact the client?
      • Do you want to do any initial setup in your client’s account?
      • Any other important information we should have.
  3. Once the form is sent, you will be able to track the status of the referral from your dashboard.
referral_form

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