How to refer a business tool without annoying anyone
A practical guide to referring KasbPro: who to tell, what to say, when to say nothing, and why the referrals that convert are the ones you barely have to sell.
The reward is easy to describe: refer a business, and when they become a paying customer, you both get 3 months of Pro free. Four conversions cover a year.
The harder question is how to do that without becoming the person in the group chat pasting affiliate links. This is a guide to the part nobody writes down.
Start from the problem, not the product
Nobody adopts accounting software because it was recommended. They adopt it because something has started hurting, and someone happened to mention a fix at the right moment.
So the referrals that convert almost always follow a complaint you have actually heard:
- "I have no idea who still owes me money."
- "My accountant charges me to sort out the shoebox every year."
- "I cannot let my staff enter expenses without showing them everyone's salary."
- "The stock count never matches what the books say."
- "I am doing invoices at eleven at night again."
If you have heard one of those from someone in the last month, that is your referral. If you have not, sending a link is just noise.
What to actually say
The sentence that works is short, specific to their complaint, and honest about the reward:
"You know that thing with not knowing who owes you? I use KasbPro for that — it is free for the parts you would need. If you sign up on my link we both get three months of Pro free, but honestly the free plan probably covers you."
Three things are doing work there.
- It names their problem, not the product's features.
- It discloses the reward. Every time. If they find out later that you got something, the recommendation retroactively looks like an advert.
- It tells the truth about the free plan. Which is that income, expenses, invoicing, payroll, CRM and the core financial statements cost nothing, so most small businesses never need to pay at all.
That last point feels like it works against you. It does the opposite: a recommendation that includes its own limitations is the only kind people actually act on.
Who to tell, in rough order
| Who | Why they convert |
|---|---|
| People who have asked what you use | They were already looking |
| Suppliers and customers you know well | You know their actual problem |
| Someone who just hired their second person | The spreadsheet just broke |
| Someone who just started holding stock | Books and stock have started disagreeing |
| A friend dreading their year-end | The pain is dated and imminent |
And who not to tell: anyone for whom a spreadsheet is genuinely still working. A sole trader with forty transactions a month does not need this, will not convert, and will remember that you pushed software at them.
Where the link lives
Open Billing in KasbPro. Your invite link is on the referral card and looks like erp.kasbpro.com/auth/register?ref=XXXXXXXX. There is a copy button and a share button — on a phone the share button opens WhatsApp and the rest directly.
Your code is eight characters, so you can also just read it out. Anyone who registers through it is attached to you automatically, and neither of you has to claim anything later.
Set your expectations honestly
Most referrals do not convert, and that is normal rather than a failure.
The reward only lands when the other business becomes a paying customer — trials do not count, on either side. So a realistic pattern looks like: you mention it to five people over a year, two try it, one ends up paying. That is three free months, from one genuinely useful conversation.
Referrals that do not convert cost you nothing and expire nothing. There is no streak, no window, and no penalty. The counter simply waits.
Three things not to do
- Do not post the link publicly. Cold links convert at close to zero and it changes how people read everything else you post.
- Do not pitch features you have not used. If you have never run payroll in it, do not tell someone the payroll is great. One wrong claim costs you the whole recommendation.
- Do not chase. If they have not signed up, they had their reasons. Bringing it up twice turns a recommendation into a campaign.
The honest summary
The best referral you will ever make is a two-line message to one person whose exact problem you already knew, sent once, with the reward disclosed.
Everything else is noise, and noise does not convert — so it does not earn anything either.
Related reading: the full programme terms and what the free plan actually covers.