How to Make a Referral
There are four ways to refer a client. Choose whichever is most natural in the moment. Your unique referral link (from your enrollment confirmation) automatically tracks attribution and outcomes.
METHOD 1
Hand them the client card
Give the declined client the T.A.G. client handout. It includes the website URL, phone number, and what they need to apply. If you have a referral card with your personal QR code printed, hand that instead — all traffic from your QR code is automatically attributed to your partner ID.
METHOD 2
Text your referral link to the client
Text the client your unique referral link. You received this link in your enrollment confirmation email. Paste it directly.
Text template:
"Hi [Name], I wanted to make sure you had another option. T.A.G. Business Funding works with businesses like yours and can often get a decision in 24-48 hours. Apply here: easy123funding.com/?ref=[YOUR-ID] — mention you spoke with me."
METHOD 3
Send an email introduction
Copy and paste one of the templates below into an email. Add T.A.G. to the CC line so Carlos receives the warm lead notification immediately.
Warm intro template (banker on thread):
Subject: Introduction — [Client Name] and T.A.G. Business Funding
Hi Carlos,
I'd like to introduce you to [Client Name], owner of [Business Name]. They recently explored financing options with us, and while we weren't the right fit at this time, I believe T.A.G. may be able to help.
[Client Name] — Carlos and his team work with established businesses to provide fast working capital. I'll let you two connect from here.
Best,
[Your Name]
[Institution]
METHOD 4
Call Carlos directly
If the client is in your office or on the phone right now, call Carlos at 330-238-3003. He will speak with the client immediately or call them back within the same business day. Give him the client's name, business name, and phone number.
📋 What happens after you refer:
- → Client receives a call from T.A.G. within 1 business day
- → Client completes a 10-minute online application
- → Client submits 3 months of bank statements
- → T.A.G. makes a funding decision within 24–48 hours
- → If approved, funds are wired to the client's business account
- → You receive a notification when your referred client is funded
- → Class A partners: commission calculated and paid within 5 business days of funding
- → Class B partners: charitable donation triggered (if donation track selected)
- → All outcomes visible in your partner dashboard: easy123funding.com/bank-partners