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Build the relationships that bring introductions

Find referral partners who can bring you customers

Build a referral channel around businesses that already serve your ideal customers. Kite identifies complementary companies and gets you introduced to the people who want to explore working together.

Free to operate yourself. Paid plans put Kite to work.

From shared customers to a useful introduction

A relationship takes follow-through

Create another route to new customers

For businesses whose products or services fit naturally alongside another provider’s work.

A productive referral relationship starts with a clear reason to work together. Define the customers you share, the needs you solve and where each business could help the other.

01

Find partners with a relevant customer base

Describe the complementary businesses you want to approach. Use company and role evidence to assess the match and reach the person responsible for partnerships.

02

Give partner development consistent follow-through

On any paid plan, Kite can find potential partners, reach out and follow up within your settings. When a partner wants to talk, discuss how you could help each other’s customers and develop the relationship.

03

Begin the partnership discussion with context

Keep the original exchange with the contact as you arrange the next conversation. See what attracted their interest and which questions need your input.

The brief shapes the work

Define the partners your business needs

Give Kite a target brief covering:

Keep the proposed relationship specific. Explain when an introduction would be useful and how you would help the referred customer.

  • Shared customersThe customers you want to reach
  • Partner workComplementary services those customers use
  • GeographyRelevant locations and industries
  • Partner roleThe owner or person responsible for partnerships
  • ExclusionsCompetitors and existing relationships to exclude
  • Your valueThe value you could offer the partner and their clients

In practice

Building a referral channel for IT services

CustomersSmall businesses
PartnersComplementary consultants
Next conversationA useful introduction

An IT provider serves small businesses and wants a new source of customers through complementary consultants.

It targets firms advising similar clients on operations or business systems, while excluding competing IT providers. Its approach explains when a client may need technical support and how the two businesses could work together.

The IT provider can adapt this brief in Kite and review the companies and roles before working the outreach. The IT provider then develops the relationship, agrees expectations and makes it easy for the partner to recognise a useful referral.

Read the referral partner playbook

Your platform. Your choice.

Choose how you want to work

Free

Run it yourself.

Use Free to research potential partners, operate outreach and manage replies yourself.

See Free allowances
Paid plans

Put Kite to work.

Choose a paid plan for prospecting, outreach and follow-up within your settings and allowances. Review replies and arrange the next step as interest develops.

Explore paid plans

What to expect

Here, an introduction is a potential partner who wants to explore working together. Use the first conversation to discuss the customers you each serve and when a referral would help. The customers a partner later refers to you are separate conversations, each with its own interest to confirm. Referrals and resulting sales depend on the relationships you build together.

Review each introduction against your requirements, with their replies and any unanswered questions in view.

Give your next introduction a place to start

Build your next source of customers

Start with the businesses that could complement your offer.

Looking to refer or sell Kite itself? That is covered by Kite’s separate partner program.