Referrals and warm introductions

Get more bookkeeping clients through introductions.

Your clients know other business owners. Put your referral link in invoice emails and let a happy client introduce you to someone they know.

When to ask

After a monthly close or a good client review. Ask after you've solved a problem and the client is pleased with your work. Keep the request specific: “Do you know another business owner who needs reliable books?”

Where to share your link

An email signature, invoice note, or thank-you email. PleaseMeet gives you a personal link you can share with someone who has offered to help.

What happens next

Your customer can name a person or approve suggestions from their contacts. They can change the wording before sending. PleaseMeet sends introductions from the introducer's own Gmail when they connect Google, and does not read anyone's email inbox.

No referral form required

The point is a real introduction between people, not a coupon or anonymous lead. A customer can also name someone without connecting Google. The business needs a Google account for sending and booked-meeting tracking. Pricing is per booked meeting, not per seat or subscription; check the current pricing.

Give happy clients a way to introduce you.

Get your link →