PARTNER PROGRAM
Last updated: August 29, 2026
THE GIST
Introduce a B2B company in finance or accounting. If they sign on, you earn $500 at signing and $500 more at 120 days — no cap. The company you refer gets $500 off their setup fee too. The full terms are below.
Table of Contents
1
Who can join
2
Key definitions
3
How to refer — one form, three simple steps
4
What makes a referral qualify
5
Your rewards
6
Getting paid
7
Refunds and cancellations
8
If your referral is already in our pipeline
9
Playing fair
10
Partners who can't accept referral fees
11
Combining offers
12
Changes to the program
13
Our relationship
14
Confidentiality
15
Questions
1. Who can join
•
You must be 18 or older and legally able to receive payments.
•
Individuals and businesses are both welcome.
•
Prospectily team members may not earn rewards on companies they're already working with.
•
If your profession or firm restricts referral fees (for example, some regulated financial advisors or accountants), see Section 10 for a non-cash alternative — and it's your responsibility to make sure taking part fits your own rules.
2. Key definitions
•
Partner (you): anyone enrolled in this program.
•
Referred Company: the business you introduce to Prospectily. (Throughout these terms, "the company" always means this Referred Company — not Prospectily.)
•
Referral: a Referred Company you submit through our referral form.
•
Introduction: your warm introduction to that company, made once they have agreed to hear from us.
•
Sign: the Referred Company signs a Prospectily service agreement and pays its setup fee.
•
Program Launch: the day the Referred Company's outreach program goes live — typically about 30 days after Sign, once setup is complete.
•
Active client: a Referred Company that has signed, paid, and has not cancelled or been terminated.
3. How to refer — one form, three simple steps
1. Submit the referral. Enter the company (and the contact, if you have it) on our referral form. This one submission reserves the company to you and lets us check it's available.
2. We confirm within one business day whether the company is open to refer.
3. Make your warm introduction, and let us know it's made.
–
Ask first — however you'd normally reach them, by email, text, DM or a call. Check they're happy to be introduced.
–
Once they say yes, either send the introduction with us copied in, or tell us it's a yes and we'll reach out mentioning you.
We don't contact a company until they've agreed to an introduction.
4. What makes a referral qualify
A referral qualifies for rewards only if all of these are true:
•
A fit for what we do. The Referred Company is a B2B business whose product or service is in finance and accounting — for example fintech, finance/accounting/ERP software, AI tools for finance, or advisory services firms. (This is who Prospectily's lead generation is built for.)
•
New to Prospectily. The Referred Company is not a current or past client, and not already an active opportunity we opened before your referral date. ("Active opportunity" means we were already in a two-way conversation — they'd replied, taken a call, or booked a meeting. A company simply sitting on a cold prospecting list does not count.)
•
You're first. If two Partners refer the same company, the first valid submission wins.
•
They sign within 120 days of your submission.
•
The introduction was genuine and made with the Referred Company's agreement.
If a company you refer is already in our pipeline, we'll tell you honestly and show you the dates — see Section 8.
5. Your rewards
•
$500 when they Sign (agreement signed and setup fee paid).
•
$500 more 120 days after they Sign, if they're still an Active client at that point.
•
No cap — you earn on every company that qualifies.
•
The company you refer also receives $500 off their setup fee, applied when they sign. Where another Prospectily offer is running at the time, the better of the two applies — see Section 11.
6. Getting paid
•
We pay in USD by ACH (a U.S. bank account is required). Non-US partners — get in touch and we'll arrange an alternative.
•
Each reward is paid within 15 days after it's earned.
•
Before your first payment, you'll need to give us your payout details and, if you're in the U.S., a W-9 — we're required to report total payments of $600 or more in a year on a 1099.
•
You're responsible for any taxes on the rewards you receive.
7. Refunds and cancellations
The first reward is earned when the Referred Company signs and is paid within 15 days. If the Referred Company cancels and receives a refund before that reward is paid, the reward is voided. The second reward is paid only if the company is still an Active client at 120 days. Once a reward has been paid to you, we won't ask for it back.
8. If your referral is already in our pipeline
We keep our client and prospect lists confidential, so we can't share a "do-not-refer" list — which is exactly why we offer the check-first step in Section 3. Tell us the company name and we'll confirm whether it's open before you spend any effort. If a company turns out to already be in our active pipeline, we'll be transparent — we'll show you the relevant dates — and it won't qualify for a reward. Where it's a genuine gray area, we'll err on your side.
9. Playing fair
•
No self-referrals. You can't refer yourself, your own company, or a company you own or control.
•
No spam or misrepresentation. Don't send unsolicited bulk messages, and don't make claims about Prospectily that we haven't made ourselves.
•
We may decline or reverse any reward obtained through misrepresentation, fraud, or a breach of these terms.
10. Partners who can't accept referral fees
If your profession or firm prevents you from receiving referral payments, let us know — we can offer an alternative such as service credit or a charitable donation in place of cash. It remains your responsibility to ensure your participation complies with your own professional and regulatory obligations.
11. Combining offers
Referral benefits can't be combined with other Prospectily promotions. Where more than one offer could apply, the single better offer is used.
12. Changes to the program
We may update, pause, or end the program at any time. Referrals you've already submitted before a change will be honored under the terms that were in effect when you submitted them.
13. Our relationship
Taking part in this program doesn't make you an employee, agent, or legal partner of Prospectily, and it doesn't give you authority to act or speak on our behalf.
14. Confidentiality
Please keep any non-public information you learn through the program confidential.
15. Questions
Send any questions to doris@prospectily.com.
© 2026 Prospectily LLC. All rights reserved.
Finance & Accounting Lead Generation · Remote-First