Refer a Friend

Loving Projectworks?

Share your success by referring a friend in consulting. With Projectworks killing their admin, they can focus on the work that really matters. They’re making the world better and you’re getting paid for it. Win-win.

Refer a friend to Projectworks and you’ll receive $1,000 if they sign up.

How to spread the love

STEP 1

Refer a friend below

Complete the form below to refer a friend who works at a consulting firm. It's a good idea to reach out to them to let them know you've referred them, too.

STEP 2

We'll do the hard work

Your referral will be qualified, and we'll reach out to your friend. We'll keep you informed at each step of the process - when we book a demo, and when we sign the deal.

STEP 3

Get paid!

If your friend becomes a Projectworks customer, you'll receive $1,000*. Your friend will receive 50% off onboarding. There's no limit to how many friends you can refer.

Refer a Friend

SHARE your SUCCESS

Give your friends the tools they need to succeed

On average, Projectworks users grow their headcount by 20% in their first year of use.

When your friend becomes a customer, you'll receive $1,000*.

Your friend will receive 50% off Projectworks onboarding.

Thanks for being a part of our community!

Your recommendation genuinely means a lot to us ❤️

Want to be a partner instead?

Are you an accountant, advisor, or software integrator wanting to share Projectworks with clients? Register to become a Projectworks partner, and get instant access to the Partner Portal while we process your request.

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*Referral Program Terms & Conditions

  1. Introduction:

1. Introduction

  • This document outlines the terms and conditions for participating in the Projectworks Customer Referral Program (the "Program").
  • By participating in the Program, you agree to be bound by these terms and conditions.

2. Eligibility

  1. Eligibility:
  • To be eligible for the Program, you must be a current customer of Spiderworks Limited or Projectworks Inc as applicable, with no outstanding payments.
  • The referred individual must be an individual(s) who is not already a customer of Projectworks.
  • The referred individual must work in professional services.
  • The referred individual must reside in, and work for a company located in any of the following: United States, United Kingdom, Australia, New Zealand.

  1. R
  1. R
  1. Referral Process:

3. Referral Process

  • To refer a customer, you must provide Projectworks with the referred individual's contact information (e.g., name, email address, phone number).
  • In supplying this information, you confirm that the referred individual has consented to be contacted by Projectworks representatives.
  • The referred individual must book a demo with Projectworks within 30 days of referral form submission by you.
  • If the referred individual does not book a demo within 30 days, the referral window has lapsed and you will need to refer them again to be associated with any future conversion.
  • Projectworks will track referrals and notify you of successful conversions. If you do not receive any emails relating to your referral within 30-days of referral form submission, your referral has not been successful.
  • If the referred individual is already a Projectworks customer or has already booked a demo with us prior to referral, they are not eligible for the program, and you will be notified.
  • If the referred individual is already a prospect in our system, but has not booked a demo at the time of referral, you will receive an email encouraging you to prompt them to book a demo within the next 30 days.

4. Rewards and Incentives

  1. Rewards and Incentives:
  • For each successful referral that results in a new customer for Projectworks, you are eligible to receive USD$1000 (or $1,000 in your local geography’s currency).
  • Each new customer successfully referred as part of the Program will receive 50% off their Projectworks onboarding cost.
  • You will receive one reward per successful referral.
  • There is no maximum number of referrals you can make.
  • The reward (in the form of cash) will be disbursed via online means within 30 days of the referred individual becoming a signed Projectworks customer.

5. Restrictions

  1. Restrictions:
  • You cannot refer yourself or anyone who is already a customer of Projectworks.
  • You cannot abuse the program by sending bulk invites (i.e. spam) to unknown contacts. The program is intended for you to refer friends, industry peers, and acquaintances.
  • Projectworks reserves the right to disqualify any referral that violates these terms and conditions.

6. Terminations and Modification

  1. Termination and Modification:
  • Projectworks may terminate the Program at any time, with or without notice.
  • Projectworks may also terminate your participation in the Program for any violation of these terms and conditions.
  • Projectworks reserves the right to modify the terms of the Projectworks Customer Referral Program at any time, without notice.

  1. Governing Law:

7. Governing Law

  • These terms and conditions shall be governed by and construed in accordance with the laws of New Zealand.

8. Contact Information

  1. Contact Information:
  • If you have any questions about the Program, please contact Charlotte Steel, Product Marketing Manager, at charlotte.steel@projectworks.com.

9. Acceptance

  1. Acceptance:
  • By participating in the Program, you acknowledge that you have read, understood, and agree to be bound by these terms and conditions.