Hello New CEBRS Referral Partner,

Welcome to the CEBRS team of Referral Partners.  We are here to assist you to better understand CEBRS’ offerings, Resource Partners and referral opportunities.
 
This “Referral Partner Only” area is intended to keep you informed on how to leverage your CEBRS relationship.  

How to Leverage Your CEBRS Relationship:

1. ​Familiarize yourself with who our Resource Partners are and what they do
   
   1. ​Indexed by NAME
      
   2. ​Indexed by FUNCTION 
2. Go through your current contacts and determine who are either decision makers or influencers. 
   
3. See if there is any low hanging fruit in your current contacts.
   
4. Keep CEBRS in mind as you meet new contacts to see if there are possible needs for CEBRS offerings.
   
5. Contact Mel or Bob (contact details below) if you need any assistance.
   

The minimum requirements needed for a qualified referral are:

1. Prospect company's name
2. Location details
3. Contact
4. Phone & Email
5. Issue being addressed
6. Which provider gets the lead
7. A completed Lead Submission form is submitted.

The best possible connection would be for you to arrange an introductory call for either CEBRS or the appropriate “Resource Partner”.  

Following is how Referral Partners can submit a lead to CEBRS:

• Possible Referral: Text to (805) 300-1769 & (805) 501-1769
  1. Purpose – Initial notification to CEBRS to make sure that the company is not currently a CEBRS client
  2. Requested Text Content
     1. “Possible Referral”
     2. “Your Name”
     3. “Company Name”
     4. “Company Location”
  3. CEBRS will respond immediately to let you know if this is already a CEBRS account or if it is not.

 

• Actual Referral: Text to (805) 300-1769 & (805) 501-1769
  1. Purpose – CEBRS will register this potential client with the appropriate Resource Partner to be sure they are not currently working with this company.
  2. Requested Text Content
     1. “Actual Referral”
     2. “Your Name”
     3. “Company Name”
     4. “Company Location”
     5. “Company Contact Detail”
     6. Which “Resource Partner”
  3. CEBRS will respond ASAP to let you know if the Resource Partner is currently working the company or not.

 

• Complete “Lead Submission Form” http://www.cebrs.com/partner-forms.html
  1. Purpose – To officially register you as the “Referral Partner” of record on this client and to understand the needs of the client as well as your role in the process moving forward.
  2. The Provider will be made aware of the lead, in most cases, the day received.
  3. CEBRS and the designated Provider, will confirm that the lead qualifies:
     1. Meets the criteria outlined by the Provider.
     2. This is the first CEBRS referral of that prospect to the Provider.
  4. CEBRS will keep you informed as to the status of the referral.
  5. It is up to you how involved you are in the sales process for a Referral. Each deal may be different. CEBRS will work with you and the service provider to determine the extent of your involvement.

Earn additional commissions sponsoring a new referral partner. 

You can also receive an additional commission for sponsoring a new, qualified, CEBRS Referral Partner.  If you know of someone interested, and capable: 

• Call or email Mel Kaye at: (805) 300-1769, mkaye@cebers.com, with their name to ensure you are credited for any future business that person brings to CEBRS, or
• Provide them with Mel’s contact information so they can connect and begin the on-boarding process.
  

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Once vetted, and with a CEBRS' Referral Agreement in place, you will receive a percentage of all CEBRS proceeds from the business each of your sponsored Referral Partners brings in.  

Beyond the initial introduction to your sponsored Referral Partner, there is nothing else required of you.
 
CEBRS' Partners Contact Information
 
Mel Kaye
Partner / EVP Client Acquisition & Retention
Cutting Edge Business Resources & Solutions (CEBRS)
(805) 300.1769 (Mobile)
(888) 371-1190 (FAX)
mkaye@cebrs.com

Robert S. Shultz
Managing Partner
Cutting Edge Business Resources and Solutions (CEBRS)
(805) 520-7880 (Office and Fax)
(805) 501-1769 (Mobile)
rshultz@cebrs.com
 
Note:  The password to access the Referral Partner information will be changed on a regular basis. Each Referral Partner will be notified via email as to the new password.