Referrals and warm introductions

Let your clients introduce you to other founders.

A founder who trusts you may know another founder who needs a fractional CFO. Make a personal introduction easy to send.

When to ask

After a useful board meeting or finance milestone. Ask a happy client whether another founder in their network could use similar help. Do not ask them to hand over a contact list.

Where to share your link

Your regular recap or thank-you note. PleaseMeet gives you a personal link you can share with someone who has offered to help.

What happens next

The founder reviews a message in their own words and chooses whom to introduce. PleaseMeet tracks qualifying meetings on your calendar. 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 →