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Business automation and RPA companies · Referral marketing

Your best referrer is the ERP partner who has heard the complaint a hundred times.

Referral marketing for an automation firm means being the name that ERP and Tally partners, chartered accountants and platform vendors give when a client complains about typing the same data twice. GullySales builds the introduction note, a thank-you that fits each source, and the record of who sent whom.

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A 90-minute audit call and a written, scored report. Turnaround, reporting and term are agreed in writing after the audit.

A customer adviser and business owner review a product guide together

What referral marketing means

Referral marketing is asking an existing customer to recommend you to someone they know, usually with a reward for both sides. It differs from a loyalty scheme because it brings in a new customer rather than a repeat purchase. GullySales builds the ask and the reward into a point where a customer is already satisfied.

Also for business automation and RPA companies

Sales and marketing for business automation and RPA companies, the overview.

Last updated 6 Oct 2026.

For business automation and RPA companies

Where it usually goes wrong, and what we would do.

  • “The ERP partner hears the pain first”

    He set up the books, so he is the first to hear about the clerks retyping bank lines. Without your name and a one-page note, he says he will look into it and nothing follows.

  • “Auditors see the manual work on paper”

    A chartered accountant reading the working papers sees the hand-made reconciliation and mentions it to the owner. Nobody has given that auditor a process they can recognise.

  • “Vendor referrals follow vendor rules”

    A platform's partner programme has its own rules for deal registration and credit. A lead you did not register can be given to another partner.

What we do

What we deliver for business automation and RPA companies.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. A one-page note for referrers

    The processes you automate, the system pairs you work on, the question that tells a referrer a client is ready, and one named person to call.

    Result: A referrer has something to hand over.

  2. A short list of partners and firms worth meeting

    ERP and Tally partners, CA and audit firms and platform partner managers in the cities you serve, each with an owner on your side.

    Result: Introductions are sought from named people, not hoped for.

  3. A thank-you that fits each source

    A credit note or a joint session for an ERP partner company, a plain thanks for an auditor, a deal registration for a vendor, each checked against that source's own rules.

    Result: Thanking a referrer never becomes a problem for them.

  4. Source recorded on every enquiry

    A referrer field filled at the first call and kept to the order, so the credit is not argued about later.

    Result: You know whose introductions become pilots.

  5. A client ask at go-live

    A request to the finance head who ran the pilot for one introduction to a peer, with permission to describe the process without naming the company.

    Result: A satisfied client is asked once, while the bot is still new.

  6. Joint sessions with ERP partners

    A short session for a partner's clients on the chores that can go, run in their office with their name first.

    Result: You are introduced by someone the client already trusts.

How the result is measured

  • Referrals received
  • Referral conversion rate
  • Cost per referred customer

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full referral marketing page

How referrals work in this trade

The people who hear a company complain about retyping data, and what to give each of them.

ERP and Tally implementation partners
They hear the complaint at every support call. Give them a one-page note and a named contact, and offer a joint session for their clients, not a commission cheque to a person.
Chartered accountants and auditors
They see manual reconciliations in the working papers. Show them a process they will recognise, say nothing about fees, and let their own institute's rules govern what they accept.
Platform vendor partner managers
They pass leads to partners that reply and report. Register each deal as the programme's current rules require, and keep your listing and your replies in good order.
The finance head who ran a pilot
A peer's recommendation weighs most. Ask once, for one named introduction, and check the contract for any bar on naming the client.
Former colleagues and freelancers
People who left a company's finance or IT team know who else has the same chore. Ask each for one name, and record where it came from.
What never to do
Do not give cash or gifts to anyone on a buyer's staff for an introduction without the employer's written agreement, and do not describe a client's process without their consent.

Who it is for

This is written for these business automation and RPA companies.

  • UiPath, Automation Anywhere and Blue Prism implementation partners
  • Power Automate and Microsoft 365 consultancies
  • Workflow studios building on Zoho, n8n, Make and Zapier
  • Document processing and OCR specialists for invoices, KYC and claims
  • Finance back-office automation firms covering GST, TDS and bank reconciliation
  • Software houses adding an automation practice
  • Shared-service and BPO teams turning their own bots into a product
  • Freelancer-led teams becoming a registered company

Not for

It is not the right fit if.

  • You want a guaranteed Google ranking or a guaranteed number of leads. Nobody honest can promise either.
  • You need enquiries by next week and have nobody to answer them.
  • You want posts and reach reported, not enquiries and orders.

How it works

From your first message to the first report.

No open-ended retainer. Every step gives you something in writing.

  1. First

    Free audit call

    90 minutes with whoever handles your enquiries: how they arrive, how fast they are answered, where they are lost.

  2. After the call

    Written, scored report

    Six areas scored, fixes ranked by return and cost. If you want our help, the scope, the fee and the reporting come with it, in writing.

  3. Before work starts

    Baseline recorded

    Enquiries by source, reply time, conversion and cost per order, written down so every later report has an honest comparison.

  4. After the baseline

    The first fix goes live

    Usually the cheapest one on the report: reply time, a follow-up sequence or the marketing-to-sales handover.

  5. As agreed

    Report against the baseline

    What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.

  6. At renewal

    Renew on the numbers

    The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.

How the work runs for business automation and RPA companies

  1. 1

    Trace the enquiry trail

    In the free audit we follow your last pilots back to the first contact, whether platform vendor, ERP partner, search or an old client, and see where the calls went quiet.

  2. 2

    Fix the discovery call

    The questions, the process walk and the record kept, so that no quote is built on a description.

  3. 3

    Publish the proof

    A page per process, a support page and a security page, written from what your developers actually built and fixed.

  4. 4

    Open the routes in

    Search, partner referrals, outreach to ERP partners and the replies to each, with every source recorded.

  5. 5

    Report from call to contract

    Discovery calls held, proofs passed, pilots signed and support contracts attached, against the baseline.

Proof

What happened when owners fixed this.

Real clients, the work we did, and the result as it was recorded. Where no number was recorded, none is claimed.

All case studies

  • Sentence Labs

    Situation
    Almost nothing of Sentence Labs was online, so a technically credible company was more or less invisible to the buyers who needed it.
    What we did
    • Research first
    • The website rebuilt
    • Search work across the board
    • Google Business Profile
    Result
    No numbers were recorded for this engagement. The work is described in full in the case study.
    Read the case study

  • Chord Road Hospital

    Situation
    Patients who knew the hospital trusted it. Patients who searched for a department or a treatment in the area did not find it.
    What we did
    • Website rebuilt around patient needs
    • Search visibility
    • Social media on a schedule
    • Review management
    Result
    • Organic traffic increased 60% within six months
    • Online appointment bookings increased 40%
    • Social following grew 45%, and engagement on it rose 70%
    Read the case study

Also worked with

Curtain Label · Difesa Security Services · Felicity Inn · Hands On CSR · Implevista · Kambar Group · Kalessi · Kerur Pain Clinic · LL Trust · Lucky Deals · Natural Gases · NavaShakthi Souhardha · NewCom Logistics · Proton Technical Services · SB Engineering · Shakthi Foundation · Shakthi Group · Urbanest · Insyde Studio · Venkateshwara Laser Tech · Vivara Studios

Why us

Why owners pick GullySales over an agency.

  • Marketing and sales, as one job

    Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.

  • The person on the first call does the work

    No account managers in between. You are never handed to someone you have not met.

  • A baseline before anything starts

    Your numbers are written down on day one, so every later report compares against something honest.

  • The fee in writing, split three ways

    Our time, your media spend and production on separate lines. You always see what goes to us.

  • No guarantees we cannot keep

    The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.

  • One office, and we say so

    Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.

#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.

The offer

Start with a free audit of how you sell.

It is useful on its own, whether or not you hire us.

What you receive

  • A 90-minute call with the person who will do the work
  • A written, scored report on the six places orders leak
  • Every fix ranked by what it returns and what it costs
  • The one thing to do first, and why
  • An honest line on whether you need outside help at all
  • If you do, the scope and the fee in writing

No invoice. No obligation. No sales script.

How the audit scores you: the Order Leak Framework

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FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Book the free audit
Can we pay a commission to an ERP partner?
Agree it in writing with the partner company, and pay the company on signed orders, not an individual. Check the client's procurement rules too, since some forbid any fee to a person on their side. Ask your lawyer to read the wording.
How do we track who sent whom?
Record the referrer in a field on the first enquiry and keep it to the order. When two sources claim the same buyer, the rule you wrote beforehand decides, such as first recorded source. Tell the referrer the outcome either way.
Can we ask our own chartered accountant to refer us?
You can ask for an introduction when a client raises the chore, but do not offer a fee. Professional rules on referral payments differ by body and change, so ask the accountant to check with their own institute.
How often can we ask a client for a referral?
Once at go-live and again when a result is visible, such as a close finished on schedule. Beyond that the ask turns into pressure. Make it a specific request for one introduction, and drop it if the client hesitates.
Should we call it RPA or automation?
Use the buyer's word on each page. A finance head searches for the chore, such as invoice entry, so lead with that. RPA belongs where an IT head or a platform buyer is reading, and automation works for everyone else.
The platform vendor already lists us as a partner. Why more?
A directory entry is a name on a list of forty. The buyer who opens it then goes to your site, and what they find there decides whether a call happens. Your own pages have to carry the proof the listing cannot.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped in the free audit and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after the audit, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
Fixes to reply time, follow-up and your Google Business Profile are the quickest to show, because the enquiries already exist. Ads can follow soon after follow-up is in place. SEO and content take longer. How long each takes depends on your business, and the audit tells you which applies to you. Nothing here is guaranteed.
Who will actually do the work?
The person you meet on the audit call. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.

From the blog

Further reading for business automation and RPA companies.

All articles

More for business automation and RPA companies

Everything else we would do for you.

Or start from the overview: sales and marketing for business automation and RPA companies.

Your next practical step

Get a free audit of how you sell, and a scored report of where the work is.

90 minutes. A written, scored report. No invoice and no obligation.

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