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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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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

An operations manager reviews an invoice workflow with an automation consultant

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”

    The accountant set up the books, so they are the first to hear about the clerks retyping bank lines. Without your name and a one-page note, they say they 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 have no pilot you can show a referrer, so there is nothing to hand over beyond a promise.
  • You hope to pay a commission to every introducer, which may breach the platform's partner terms or a client's rules, so check both first.
  • No one at the firm can reply to an introduction the same working day, and a referrer who is left waiting stops sending names.

How it works

How the referral marketing work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Read the margin and the relationship

    We work out what a new customer is worth and what you can pay to get one, then check whether customers know others like themselves.

  2. 2

    Find the referrals you already get

    Your invoices, call notes and WhatsApp threads show who already sends people to you, and who they are. That sets the starting point and the first people to ask.

  3. 3

    Write the offer and the rules

    The reward, the definition of a valid referral and the payout steps are agreed in writing before anything is shown to customers.

  4. 4

    Build the share path and the record

    The message, the link or code and the referral sheet are built. Your team tests a referral end to end, from forward to reward.

  5. 5

    Start with your best customers, then widen

    The first asks go to people who have already praised you. What they say about the offer decides what changes before it reaches the wider base.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales process design, at stage 7, after the sale. The audit comes before it, and sales management keeps it running.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2 · you are here

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
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.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, 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 we have spoken, 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?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

From the blog

Further reading for business automation and RPA companies.

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Everything else we would do for you.

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

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