Platform Guide
How Referzio Works
Referzio is a Relationship Commerce™ platform — a structured exchange where companies define exactly what they need, Professional Connectors submit qualified introductions, and rewards are earned only when a defined Success Milestone is reached.
Structured Campaigns
Every Referral Campaign defines the ICP, qualification rules, Success Milestone, and reward — before any connector participates.
Qualified Relationships
Connectors attest to genuine, direct relationships. Purchased lists, cold outreach, and unsupported claims do not qualify.
Milestone-Based Rewards
Rewards are earned only after the defined Success Milestone is verified — not at submission or introduction.
For Companies
How Companies Use Referzio
Create a Referral Campaign
Define your Ideal Customer Profile, qualification rules, Success Milestone, and referral reward. A Referral Campaign tells Professional Connectors exactly what you need and when the reward is earned.
- Ideal Customer Profile — organization size, industry, geography, and roles
- Qualification rules — relationship type, consent requirements, exclusions
- Success Milestone — the specific outcome that triggers the reward
- Referral reward — fixed fee or percentage of first-year revenue
Step 01
Create a Referral Campaign
Attract Qualified Introductions
Your campaign is published in the Referral Campaign Marketplace. Professional Connectors review the ICP and qualification rules, self-screen, and submit referrals only when they have a legitimate relationship.
- Connectors self-screen against your ICP before submitting
- Relationship claims are attested and subject to review
- Consent status is represented accurately in every submission
- Duplicate and competing-claim rules are enforced automatically
Step 02
Attract Qualified Introductions
Review and Accept Referrals
Submitted referrals include organization details, prospect information, relationship context, and consent status. Review within your committed timeframe and request the introduction from qualifying referrals.
- Review commitment: 3 business days for demonstration campaigns
- Accept qualifying referrals and request the introduction
- Decline with a reason — connectors are notified
- Validated referrals are timestamped and protected
Step 03
Review and Accept Referrals
Milestone Verified — Reward Released
When the Success Milestone is reached, Referzio verifies the outcome and releases the reward to the connector. The reward is earned only after the defined outcome — not at submission or introduction.
- Success Milestone verification before any reward is released
- Structured payment process — not informal or discretionary
- Referzio Guaranteed™ campaigns provide additional payment protection
- Full audit trail from submission through payment
Step 04
Milestone Verified — Reward Released
For Professional Connectors
How Professional Connectors Participate
Browse the Referral Campaign Marketplace
Every campaign clearly defines the opportunity, Ideal Customer Profile, qualification rules, Success Milestone, and referral reward — before you invest any time. No surprises.
- Filter by industry, geography, reward type, and relationship requirement
- See the Success Milestone and reward on every campaign card
- Review trust badges — Company Verified, Referzio Guaranteed, and more
- Identify invite-only and standard campaigns
Step 01
Browse the Referral Campaign Marketplace
Confirm You Have a Qualifying Referral
Review the ICP and qualification rules. If you know someone who fits and you have a legitimate, direct relationship or credible access, you may have a qualifying referral.
- Organization meets the published Ideal Customer Profile
- Prospect holds a relevant leadership or decision-influencing role
- You have a direct relationship or credible professional path
- No confirmed existing active opportunity applies
Step 02
Confirm You Have a Qualifying Referral
Submit a Qualified Referral
The guided submission workflow collects organization details, prospect information, relationship context, and consent status. You attest to the accuracy of your submission.
- Organization name, website, industry, and location
- Prospect name, title, department, and contact details
- How you know the prospect and your relationship strength
- Consent status — confirmed, expressed, or pending
Step 03
Submit a Qualified Referral
Receive Protection and Facilitate the Introduction
Your validated referral is timestamped and protected for the campaign's protection period. Once accepted, facilitate the introduction between the prospect and the company.
- Protection begins after validated submission
- Standard protection period: 180 days (up to 365 for some campaigns)
- Competing claims and duplicates are resolved by submission timestamp
- Material campaign changes do not retroactively reduce existing referral rights
Step 04
Receive Protection and Facilitate the Introduction
Track the Outcome and Earn Your Reward
Follow the opportunity through the pipeline. When the Success Milestone is verified, your reward is released — structured, transparent, and protected.
- Track referral status through the 10-stage pipeline
- Receive notification when the milestone is approaching
- Reward released after milestone verification — not at discretion
- Referzio Guaranteed™ campaigns provide additional payment protection
Step 05
Track the Outcome and Earn Your Reward
Relationship Commerce™ in Action
Demonstration Scenarios
These scenarios illustrate how Referzio Relationship Commerce works across different industries and use cases. All examples are demonstration data.
MedFlow Technologies publishes a Referral Campaign seeking introductions to hospital supply-chain leaders in the Mid-Atlantic. A healthcare consultant with a direct relationship to a VP of Supply Chain at a qualifying hospital system submits a referral. When the first-year agreement is executed, the connector earns $5,000.
An independent BD consultant browses the Referral Campaign Marketplace each week, reviewing campaigns in industries where they have deep relationships. Over six months, they submit five qualified referrals across three campaigns — earning structured rewards when each Success Milestone is verified.
HarborPoint Advisory publishes an invite-only Referral Campaign seeking confidential introductions to mid-market business owners considering an exit. Only connectors with verified direct relationships to qualifying founders are eligible. The $10,000 reward is earned when a signed advisory engagement is executed.
Demonstration Data — all scenarios are illustrative examples only
Referzio Guaranteed™
Referzio Guaranteed™ is a trust certification that demonstrates how reward-payment protection is intended to work. When a campaign carries the Referzio Guaranteed™ badge, it shows that the reward has been secured before connectors invest their time — and that a structured payment process is in place.
- Reward secured before connectors participate
- Structured payment process — not informal or discretionary
- Defined dispute resolution process
- Covered reward-payment processing after milestone verification
Ready to Get Started?
Explore the demonstration marketplace, review a full campaign, and see how Referzio Relationship Commerce works end to end.