One program, three tracks, no fine-print surprises. This page is the working reference for how partnering with Purely Works operates — rewards, attribution, qualification, and the commitments we make back to you.
Every track runs on the same plumbing: register the lead, we qualify it, the reward follows. Referral and Consulting commissions are paid quarterly on collected revenue; White-Label partners aren't paid by us — they keep the margin above wholesale. The differences are who it fits and how the reward is structured. The program overview has the short version.
| Referral Partner One warm intro at a time | Consulting Partner Refers repeatedly | White-Label Partner Sells under their brand | |
|---|---|---|---|
| Who | Clients, ex-clients, colleagues, friends — anyone who sends a warm intro when one appears. | Consultants, coaches, fractional CTO/COO/CFOs, and agencies that refer repeatedly. | Dev agencies at capacity, proposal consultancies, MSPs, established solo consultancies. |
| Entity | Individuals. | Individuals or companies. | Companies. |
| Reward | 5% of the referred client's first-3-months collected revenue, or a $500 gift — your choice, per closed referral. | Flat 10% of collected revenue — the client's first 12 months while we manage the account, and ongoing for as long as you account-manage the client (light monthly duties apply). | Wholesale-only. Your brand, our team, you keep the margin — you sell at your own pricing above our wholesale rate card. Client ownership stays with you; no payout from Purely Works. |
| Agreement | None. No application either — just submit a referral at /refer. | Lightweight partner agreement. | Partner agreement plus Schedule A and a white-label Schedule B: brand use, client ownership (stays with you), delivery standards. |
| Activation kit | Not needed. | Sell sheet, pricing, shared Slack channel, direct AE intro. | Same kit as Consulting, plus the wholesale rate card. |
| Check-ins | None required. | Monthly 20-minute check-in. | Monthly 20-minute check-in. |
Every engagement sells at or above the $4,000/mo rate-card floor — nothing sells below it, pilots included. Your commission base never starts lower. We share the full rate card when you join.
5% of the referred client's first-3-months collected revenue — or take the $500 gift instead. Your choice, per closed referral. Most engagements run above the rate-card minimum, so most payouts do too.
10% of collected revenue — flat. It runs for the client's first 12 months while Purely Works manages the account, and keeps running for as long as you account-manage the client — light monthly account-management duties apply, detailed below.
You set your own pricing above our wholesale rate card and keep the difference — no cap on your pricing. Wholesale-only: client ownership stays with you, and there's no payout from Purely Works — the margin is the reward.
A lead is registered the moment it lands via /refer, or when the Partner Lead logs it in HubSpot on your behalf.
If two partners submit the same lead, credit goes to the first registration — resolved by timestamp, nothing else.
Your registration protects the lead for 90 days, renewable while you can document an active, continuing conversation — up to 12 months total from first registration. A live deal stays yours.
If the lead is already an open deal in our pipeline, we tell you same-day — before either side spends time on it.
Every referred lead passes this gate first. It protects your reputation as much as our calendar — you only ever introduce someone into a conversation that can go somewhere.
| Check | Threshold |
|---|---|
| Annual revenue | $3M+ (for fintech, $3M+ raised also counts) |
| Headcount | 10–250 employees |
| Budget | Can sustain $4,000/mo for 3+ months comfortably |
| Need | Recurring need (3+ months), not a one-off task |
| Access | Decision-maker (CEO/COO/BD lead) reachable directly |
The Referral track is built for individuals — clients, ex-clients, colleagues, friends. There is no agreement and no application; you submit a referral when a warm intro appears. If invoicing is more friction than it's worth, take the gift option instead of the revenue share.
Individuals who refer repeatedly — consultants, coaches, fractional executives — fit the Consulting track: a lightweight agreement, the activation kit, and a flat 10% instead of 5% — for the client's first 12 months, and ongoing for as long as you account-manage the client.
Companies join as Consulting Partners or White-Label Partners. Consulting fits agencies that refer work they don't deliver. White-Label fits firms that want to deliver under their own name — dev agencies at capacity, proposal consultancies, MSPs, established solo consultancies.
White-Label adds two schedules to the partner agreement — Schedule A, plus a white-label Schedule B covering brand use, delivery standards, and the part that matters most: client ownership stays with you. You sell at your pricing above our wholesale rate card and keep the margin.
Revenue-share payouts run quarterly, against an invoice you send us — your quarterly statement gives you the exact figure to bill. The $500 gift skips the invoice, but it's compensation, not a tax-free gift — like any payout, it may be reportable income (for U.S. individuals, an IRS Form 1099 where thresholds apply), and you're responsible for any taxes on what you receive. For questions before you apply, write to hello@purelyworks.com.
Per closed referral, Referral Partners choose one of two rewards: 5% of the client's first-3-months collected revenue, or a $500 gift. The gift exists for people who don't want to invoice a vendor to thank a friend — no invoice needed. You confirm your choice when the referral closes; the preference you mark on the form is provisional.
Cash the client has actually paid us. Commission is never calculated on signed contract value — if a client signs an engagement and pays nothing, no commission accrues. As payments collect, your share collects with them and lands in the next quarterly payout.
It depends on the track. Referral covers the client's first 3 months of collected revenue. Consulting runs for the client's first 12 months while we manage the account — and keeps running for as long as you account-manage the client, per the account-management duties in the economics section. White-Label has no commission window at all: there's no payout from us — you buy at wholesale and keep the margin for as long as the client is yours.
You do. The white-label schedule states it plainly: client ownership stays with the partner. The client signs with you, pays you at your pricing, and sees your brand. We deliver to the agreed standards at the wholesale rate.
One track at a time. Most partners start on the Referral track — no agreement, no application. When referrals become regular, switch to the Consulting track by signing the Partner Agreement with its Schedule A — short paperwork, not an onboarding gauntlet.
Attribution disputes resolve by registration timestamp — first to register wins, no exceptions. If a lead is already an open deal in our pipeline, you're told same-day, before anyone invests time. Anything beyond attribution goes to the Partner Lead, and the Partner Agreement governs the outcome.
Exit terms — including notice and how outstanding commissions are handled — are set in the Partner Agreement, which governs over this page. Questions before you apply? Write to hello@purelyworks.com.
Apply for the Consulting or White-Label track, or skip the paperwork entirely and send your first referral today.