Partner Playbook

Who to refer

The best referrals come from people who already see safety problems before we do.

• Insurance brokers and agents: They know which clients have a rising experience mod, a claim in progress, or a carrier asking for a safety program. A broker who sends us one struggling client is worth a dozen cold names.
• General contractors and their subcontractor lists: A GC's prequalification list is a map of companies that must prove their safety record to keep working. The ones that failed prequal, or squeaked through, need training, a safety hire, or software.
• ABC and AGC members: Association members sit through the same safety committee meetings. The company that just got a citation, or just landed a job with a written safety requirement, is usually named out loud.
• Safety consultants: Consultants find the gaps and then need someone to fill them: a full-time safety hire they cannot staff, a training gap for a whole crew, a recordkeeping mess. We are the hand-off, not the competition.
• Trainers: Instructors see expired cards and untrained new hires first. A trainer who hands out a promo code at the end of a class sends buyers to courses written to the OSHA standards and earns on every one.

Trigger moments

Timing does most of the work. Reach out within days of one of these, and the introduction lands.

• The experience mod is rising: Premiums go up, bids get harder to win, and the owner suddenly wants a safety program. Recruiting (a safety manager) and software (a system to prove the program exists) both fit.
• An OSHA visit or citation: After an inspection, the company has a written list of what to fix and a deadline. Training for the crew, a safety hire, or software for the paperwork is what closes the items.
• A failed prequalification: A GC or owner said no because of the safety record. The company now needs to show a program, trained people, and records, fast.
• A new safety job posting: A posting for a safety manager, EHS coordinator or site safety lead is the cleanest recruiting trigger there is. Send the link with your intro; that is the open role evidence we ask for. The posting alone is not the referral: the hiring contact has to agree to talk with us about filling it.
• A new contract with safety requirements: The award letter names a required safety plan, trained crew, or reporting. The company has a start date and no time. Training and software sell themselves here.

How to share a training code

Your promo code gives the buyer 15% off and you 15% of the net sale. Put it where people already are.

• Your own sign-in sheets: Add one line at the bottom: the course site, your code, and the 15% off. Everyone who signs in sees it every week. Don't alter Migna's printed talks or attendance forms.
• Email signature: One short line under your name. It reaches every contractor, broker and client you already write to, without a single extra message.
• Crew chats: When someone asks where to get trained, answer with the link and your code. Say that you earn a small commission; people respect it and use the code anyway.
• LinkedIn: A post about a real problem you saw this week, what training fixes it, and your code. Public posts always carry the disclosure line. Once a month is plenty.

Spotting a software need

Compliance software sells to companies drowning in paper. Look for these on a site visit or in a conversation, then talk to them about it before you intro us: a software referral is a decision-maker who wants the software and has agreed to hear from us, not a company that could use it. The fastest way to show them is the live demo; send the link, then make the intro.

Open the live demo

• Paper inspections: Clipboards, carbon copies, a binder in the truck. Inspections that nobody can find when an inspector or an insurer asks.
• Spreadsheet incident logs: Incidents typed into a spreadsheet after the fact, with no photos, no corrective actions and no trend anyone can see.
• Expired training cards: Forklift, first aid, fall protection, equipment certifications past their date with nobody tracking renewals. A system that tracks expirations is the pitch.
• Multiple sites, one safety person: One safety manager covering six sites by phone and email. They need one place to see all of it.

What not to do

These cost you the commission and the program. They are also in the Terms.

• Spam: No bulk messages, no scraped lists, no posting your code on people who did not ask. One real conversation beats a hundred sends.
• Coupon sites: Never post your code on coupon aggregators or deal forums. Codes found there are deactivated and the sales are not paid.
• Promising results: Do not promise a placement, a hire date, a passed audit or a lower mod. We do the work; you make the introduction. Say what we do, not what we guarantee.
• Skipping the disclosure: Every public recommendation says you may earn a commission. It is the law and it is in the Terms; sales without it can be held.
• Cold names: A company name or a contact who is not expecting us is not a referral on either track. Recruiting: the contact has to agree to speak with us about filling the role through us; an open role alone does not qualify. Software: the decision-maker has to want the software and agree to hear from us; a company name alone does not qualify. Make the warm introduction first, then log it.

Example messages by scenario

Copy, replace the brackets, send. Each message carries its disclosure line. Leave it in.