Start with consent
Ask whether the person would welcome an introduction before sharing their contact details. An initial message should explain the operating need without including confidential records.
REFERRAL PROGRAMME
Good introductions deserve a clear process.
Eligibility, attribution, reward timing, tax treatment, exclusions, privacy and dispute ownership must be explicit in the approved referral terms.
OPERATING STANDARDScope, evidence and accountable decisions
Confirm the arrangement
Ask CompanyConnect to confirm any applicable eligibility, attribution, reward, payment timing and exclusions in writing before relying on an incentive. This page does not set a reward amount or create an entitlement.
Recognise platform referral links
Some links on this site are identified as CompanyConnect referral links. Ask whether a commercial relationship applies before choosing a platform; a referral link does not establish endorsement or a formal partnership.
Choose for the operating need
Compare the platform against the workflow, data, permissions, support and total cost. A commercial introduction is not evidence that a product is the right fit.
Discuss an introduction before sharing private information.
Contact CompanyConnect with a short description of the opportunity. We can clarify the appropriate next step and any applicable terms. Do not assume a fee, discount or reward applies without written confirmation.
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NEED A SYSTEM OR GOVERNANCE CONVERSATION?
Make the responsibility visible.
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Bring the process, tools and handoff that keep causing friction. We will help make the next useful step visible.