Who sends it services business
The professionals who meet your client before you do, and why they have a reason to refer:
- CPAs and bookkeepers - a growing client with a spreadsheet where a system should be.
- Business consultants - operations reviews that end in a technology recommendation.
- Marketing and web agencies - site, CRM and hosting projects that reveal an unmanaged network.
- Commercial realtors and office movers - a relocation is a network, phones and cabling project.
- Insurance agents - cyber policies now require MFA, backups and an MSP on file.
Who you send business to
A referral network only works in both directions. These are the partners your clients need next:
- Marketing agencies and web developers - clients who need a site or a CRM you do not build.
- Telecom and copier vendors - every office stack has a phone and print component.
- Insurance agents - clients whose cyber coverage is missing or lapsed.
- Business consultants and bookkeepers - clients whose problem is process, not technology.
Where the loop breaks today
- Vendor-driven lead programs send you tiny break-fix jobs; the managed contracts come from introductions.
- Cyber insurance requirements are creating demand for MSPs, but the insurance agent writing the policy has no MSP to recommend.
- Partnerships with agencies and consultants are handshake deals that evaporate when the contact leaves.
How Referral Nova is used in it services
- Describe the businesses you serve (size, industry, compliance needs) and the partners you refer to, and the AI matches you with the accountants, consultants, agencies and insurance agents whose clients fit.
- Match reasons are explicit: an insurance agent who writes cyber policies and marked IT services as a partner they want, in your service area.
- Referrals arrive with the client's situation attached, sit in your Pipeline, and convert when the agreement is signed; the sender sees it.
- Send referrals back from the same screen; the Contribution Score rewards providers who give.
Referral fees and rules in this field
Referral and finder's fees are ordinary in IT services and usually take the form of a flat bounty or a share of the first-year contract. Referral Nova takes no share of any fee and charges no commission; two members can sign a referral fee agreement through the platform, and the platform is not a party to it. Vendor partner programs may restrict how you compensate referrers for their products; check those terms before signing anything.
Which matching factors matter most
Location weighs more for IT support than for most B2B services because on-site work is local, so same-city and same-state matches score higher. Referral-to-me (partners who said they can refer businesses needing IT) and keyword overlap on compliance terms (HIPAA, CMMC, cyber) do the rest.