A useful referral needs trust and a process everyone understands.
If clients regularly ask you about insurance, finance or retirement planning, a referral partnership may be worth discussing. Before any referral, we agree who does what, how a handover works and whether any remuneration applies.
How it works
Four points to settle before the first referral.
The person you refer should know who will contact them and why. You should know what happens after the handover.
Who we work with
Examples include tax and payroll firms, property professionals, car dealerships, trades, HR services, translators, associations and other trusted local contacts.
Explore the services02 · PermissionNo unexpected contact
Contact details are handed over only after the person has agreed that KEY-FI may contact them.
Privacy information (German)03 · HandoverOne clear route
Referrals use an agreed channel. KEY-FI then handles the professional clarification and the reply to the prospective client.
Ask a question04 · TermsAgree the details first
Responsibilities, status updates and any remuneration arrangement are documented before referrals begin.
Discuss the arrangementFree enquiry
Discuss a partnership.
Tell us briefly about your field, the region you serve and the type of referral arrangement you have in mind.
- Initial assessment with no obligation
- German / Turkish / English
- We only reply through the channel you choose