Client Referral Program
We’re grateful for your partnership and the role you play in our community of independent retailers. You’ve seen the impact Management One can have on helping retailers thrive, and now we’d love to invite you to share that experience.
As a thank-you, when you refer another retailer who becomes a client, you’ll receive a $1,000 Visa gift card. It’s our way of saying how much we appreciate you—and for helping more retailers grow with us.
How does this program work?
Fill out the form on this page with your information and the retailer you wish to refer.
Our sales team will reach out to that retailer.
If the retailer agrees that this is a fit for their business and makes the decision to join the M1 family, you’ll get a $1,000 Visa gift card.
For more detailed information, please view the Terms and Conditions below or contact us directly at info@management-one.com.
Management One Client Referral Program
Terms and Conditions
Eligibility
All active clients of Management One are eligible to earn a $1,000 VISA gift card for new clients (“Referred Prospects”) who sign up with Management One following a referral from the existing client (“Referring Client”). Only future new client sales are eligible. No referral fees will be paid relating to customers who became Management One clients prior to December 31, 2024. Companies with whom Management One was already in active discussions regarding becoming a Management One client prior to any referral made by a Referring Client are not Referred Prospects for purposes of this program, and no referral fees will be due related to such prospects if they become customers of Management One.
Process
The Referring Client must follow all of the following steps to be eligible to earn a referral fee for new customers that it introduces to Management One. First, the Referring Client must use the online referral form made available by Management One specifying the name, store name, contact information, and other pertinent details of the potential new customer (the “Referred Prospect”) to provide the relevant information to Management One. If the Referred Prospect signs a contract to become a customer of Management One within 90 days of first submission of the online referral form, the Referring Client will be eligible for the new client referral fee (the “Referral Fee”) for the Referred Prospect.
The Referral Fee will be paid to the Referring Client following payment to Management One by the Referred Prospect of the Referred Prospect’s first month’s planning fee. Payment of the Referral Fee will be by means of a $1,000 VISA gift card, or by such other method as Management One may choose in its sole discretion, The Referring Client is solely responsible for payment of any taxes that may be due on the Referral Fee.
Management One reserves the right to refuse to offer planning services to any Referred Prospect, in its sole discretion. Management One also reserves the right to terminate or modify this client referral program at any time, in its sole discretion.