TeamKPT
Referral
Program
Building Lasting Relationships
Refer, Save Money... Achieve
Referral Incentives:
First Referral:
Clients who refer their first new client will receive a credit of half of one month's fee back to their account to be applied to future payments.
Second to Fifth Referrals:
Clients who refer their second through fifth new clients will receive a credit of one month's fee to be applied to the next invoice.
Steps to Claim a Referral:
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Notify us via direct message in the KPT App.
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During the onboarding questionnaire, new clients will indicate if they were referred by someone.
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We will verify that the information provided by the referrer matches the information submitted by the referee.
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Upon successful verification, we will notify the referring client of the approval and outline the next steps.
