Partner Referral Scheme

What is TBAT’s Partner Referral Scheme?

Do you want to transform your clients journey and proactively help them access sources of innovation funding? TBAT’s Partner Referral Scheme is designed for businesses just like you!

Our partners utilise our in-house expertise to reduce their workload, increase client satisfaction and add value to their client services. Our due-diligent nature and robust processes ensure our clients and partners have the best possible chance of receiving the funds they need.

We believe, as the saying goes – two heads are better than one! We build long-term relationships by providing specialist services that are delivered by experts.

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What are the benefits?

Joining the TBAT Partner Referral Scheme is highly beneficial to you as a referrer, as well as to the referee client. We offer a generous referral reward as either a fee paid to the referrer or as a discount for the referee. Your dedicated account manager will make sure that your preference is logged and maintained. Once your referee has signed up with us, we can then apply the referral reward.

As a Partner you will receive:

  • Access to our full range of specialist services for your clients
  • A Dedicated Partnership Manager
  • Onboarding and Partner update webinars (via invite)
  • Marketing Pack to showcase our Partnership
  • Opportunities to host/ attend dedicated business networking events
  • Visibility on our website and social media via Case Studies and Partner Spotlight
  • The opportunity for us to highlight you as a Partner in our newsletters

For the referee, they will get access to our services, as well as continued communication to highlight to them all future opportunities that they could benefit from. Our specialist consultants will treat the referee’s business and projects as their own, to ensure the company has all the information and support they need to succeed!

How does the TBAT Partner Referral Scheme work?

When you refer a client to TBAT, we’ll take a few steps to help them and track your referral:

Step 1: Contact your dedicated Account Manager to introduce your contact to TBAT. We’ll log the connection against your Referral Account.

Step 2: We’ll speak to your contact about their funding requirements, connect them to the relevant members of our team to explore their options further and discuss all relevant opportunities for their business.

Step 3: When the contact signs a contract to work with us for any of our services, we’ll notify you that the referral was successful.

Step 4: If you choose to receive your referral reward as a payment – once the referee’s invoice has been paid to us, we will arrange your referral payment. We usually do this by asking you to invoice us for the referral amount and we’ll then pay the invoice.

Step 5: We’ll keep in contact with the client, keeping them up to date with any opportunities they could benefit from and we will notify you of any other contracts signed within the initial 12-month period.

Partners and Pastries

We’re hosting a series of free Business Breakfast Networking events to further build on relationships with our current partners and to develop our partner network.

These ‘Partners and Pastries’ events will be informal morning networking opportunities for current and prospective partners, to encourage collaborations and add value to each other’s clients through cross-sector relationships. Held at various locations around the UK, at current partner premises, these events will include a short presentation on their services or a tour of their facilities.

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“We have been working with the team at TBAT since 2019 and have nothing but positive things to say. Over time we have built a partnership that helps benefit both our business and our clients. They are experts on the R&D field so it makes sense to refer our clients to get them the best possible outcome.”

Jenna Lloyd - Director - Modus Pease Accountants

Interested in joining our Partner Referral Scheme?

Let’s explore how we can work together to provide added-value and unrivalled innovation support to your clients.

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Further Information

Get in touch with
Jo Rudzki
T: 07563 024448
E: Jor@tbat.co.uk