How It Works – Affiliates

Follow This Easy Process

Making a referral doesn’t need to be complicated. Here’s how it works — step by step — so you know exactly what happens when you open a door.

🧠 The Qualified Lead to the Assessment Process Overview

You make the intro after initial qualifying of the opportunity.

Best on Zoom or MSTeams call, email should be a secondary option.

We recast our service offerings to match the primary needs/goals.

We continue to qualify for the opportunity to help.

We offer an up-front assessment at no cost.

We surface the early signs of the potential impacts we can generate.

We calibrate with your prospect to align on a path forward to continue assessment.

Develop the primary Strategic Options & Use Cases for our prospects.

We assess the market for the “Best Fit” suppliers for your business.

We coordinate demos, pricing quotes, and supplier reviews.

We offer to guide the client through contract terms as needed.

Supplier leads Solution Implementation, and we take a support role.

The Client wins, and the Supplier billing starts.

We all get paid.

✅ No hard selling

✅ No chasing

✅ No pressure

🧠 How It Works: From Intro to Commission

Step	What You Do (Affiliate)	What TSarro & Associates Does
1️⃣ Make the Intro	Introduce us to someone in your network — ideally on a Zoom or MS Teams call. Email intros work too.	We engage with the lead, qualify for the opportunity, and get context on their pain points.
2️⃣ Stay Involved (or Step Aside)	You can join the call, stay in the loop, or fully step back — whatever works best for you.	We tailor the conversation around their specific goals and recast our services to match.
3️⃣ Let It Flow	—	We offer a free up-front assessment, outline early potential impacts, and align with the prospect on a path forward.
4️⃣ Watch the Strategy Unfold	—	We create Strategic Options & Use Cases, identify best-fit suppliers (e.g. Five9, IntelePeer, Talkdesk, Kore.ai, PolyAI), and initiate side-by-side demos and quote comparisons.
5️⃣ Deal Closes, You Get Paid	—	We support final decisions, review contract terms, and stay involved post-sale. Once the supplier bills the client, we get paid — and so do you.

✅ No hard selling

✅ No chasing

✅ No pressure

✅ You are in chill mode — we run the process

💬 Sample Intro (Use This!)

Here’s an easy one-liner you can use when making a warm connection:

“Hey [Name], I have worked with an old friend in the past named Tom Sarro. He comes out of the corporate world leading large operations including contact centers. Him and his team knows how to help leaders simplify operations execution and find tech solutions that work — thought you two should connect.”

📈 What Happens Next

You’ll get notified when we book the first call

After that initial call, you can stay involved or let us run with it. You decide!

You’ll always be in the loop — and if it closes, we’ll get you paid once we get paid

👇 Want to Refer Someone Now?

Jump to [Submit a Lead →] or visit the “How to Make a Warm Intro” tab for more messaging examples. Or just call me or email me when convenient for you!