SING × Next Phase: how to refer your clients — and how your 10% referral fee works.
This playbook explains what SING offers the clients you refer, how to send them through, and how your referral fee is calculated — so your team can refer with confidence and know exactly what to tell clients.
Two entry points for your clients.
Every client you refer starts in one of two places. Match the entry point to where the client is — exploring, or ready to build a plan.
30-Minute Consultation
For a client who isn't ready to commit to the roadmap and just wants to understand what SING does. A focused 30-minute session with a SING partner. The $250 is fully creditable toward any engagement the client proceeds with.
Roadmap Development
The core Next Phase deliverable. The client receives their standard business documentation and a complete six-phase business roadmap. SING's standard rate is $500/hour — this is delivered as a flat $500 engagement so cost is never the barrier to clarity.
What the client receives.
The roadmap is the core Next Phase deliverable. It begins with the client's foundation documents and ends with a complete, prioritized plan — and the option to work with SING for anything else they need.
- Standard business documentation — EIN, Articles of Incorporation (one state), and Operating Agreement or Bylaws matched to the client's entity type
- A six-phase roadmap covering Foundation, Financial, Capital, Operations, Compliance, and Marketing
- Prioritized actions with cost and sequence for each phase
- Clear gaps and a remediation path for every phase
- Optional SING implementation support for the other services the client may need — at the client's discretion
After the roadmap is delivered, the client chooses whether to engage SING for the other services they may need — implementation, web, compliance, capital, or ongoing counsel. There is no obligation, and each additional engagement is scoped and priced separately.
Send clients through the Next Phase link.
Your website links to SING's Next Phase program page. The client lands on a page built specifically for referred clients — they can book a conversation or begin their roadmap directly.
Direct clients to the Next Phase program page through the link on your website. That page attributes the relationship to your referral.
For clients who want to talk before committing, share the scheduling link for a free conversation — or the $250 consultation if they want a focused session.
View the scheduling link10% on the entire relationship — not just the first engagement.
Next Phase earns 10% of every dollar a referred client pays to SING, for the life of the relationship. A client who starts with a $500 roadmap and later commissions an $8,000 website has generated $850 in referral fees.
A client you refer begins with the $500 roadmap. Six months later, they return to SING for an $8,000 advanced web build.
That $850 is paid to Next Phase on the full $8,500 the client spent with SING — the roadmap and the website combined.
Attribution, payout, and the full relationship.
Attribution
Clients arrive via your referral link. The relationship is recorded against Next Phase from the first engagement forward — across every service they use.
Full relationship
The 10% applies to every paid engagement the client completes with SING — the roadmap, and any future work: web builds, compliance, capital, memberships, and more.
Payout cadence
Referral fees are paid monthly, calculated on invoices the client has paid in the prior month. A simple statement accompanies each payout.
From referral to earned fee.
Refer
Send your client to SING through the Next Phase link on your website — it routes them to the Next Phase program page.
Book
The client books a consultation or begins the roadmap directly from the page.
Document
For roadmap clients, SING files their standard business documentation first — EIN, Articles, Operating Agreement or Bylaws.
Map
SING delivers the six-phase roadmap — prioritized, costed, and sequenced for the client's reality.
Earn
You earn 10% on every paid engagement from that client — now and on any future work they do with SING.
Questions about the partnership?
Reach a SING partner directly, or review the Next Phase program page your clients will see.