Bundle Referral Scheme Refer someone to Bundle and get 10% of their first year’s invoice!
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Refer someone to Bundle and get 10% back on every invoice raised in the first year!

Quick question

Want to Earn Some Extra Money with Bundle? 💰

If you’ve landed on this page, it’s probably because you’re wondering how to get even more out of your relationship with Bundle. And guess what? We’ve got just the thing for you!

Here at Bundle, we’re on a mission to simplify the complex world of data and AI, turning insights into action for businesses everywhere. But we know we can’t do it alone. That’s why we’ve launched our exciting Referral Program. We believe in the power of community, and who better to spread the word than you—our most valued supporters and satisfied users?

You might be asking yourself, "Why should I refer someone to Bundle?"

Well, aside from sharing an amazing tool that can help businesses grow, generate leads, and unlock the true potential of their data, you’ll get a sweet deal too. For every client you refer that signs up with Bundle, you’ll earn a whopping 10% of any invoice raised for them in the first 12 months. That’s right—your pocket gets heavier just for doing a good deed.

Oh, and make sure that whoever you’re referring knows that Bundle are going to call. Otherwise it’s a little awkward…

“When I first saw Bundle, my jaw almost hit the floor. Since then, it’s made a massive difference to the team, giving us back hours each week previously dedicated to manual reporting.”

Darren Williams,
Clarity Business Travel

So are you in?
Become a referral partner today!

Follow our simple five step guide

We’ve made the referral process as easy as becoming a Bundle customer.

No long drawn out processes or waiting for funds to clear. Once they’ve signed up to Bundle and paid their first invoice, you get paid. Simple.

Simply complete a few details and you’re off to the races!

Is Bundle the Right Fit? 🎯

We know you don’t want to waste your time or anyone else’s recommending a service that’s not going to solve real problems. So let’s talk about the who, what, and where of making a successful Bundle referral.
Who should you talk to?

If you’re in conversations with professionals in the following areas, there’s a good chance they could benefit from Bundle:

  • Marketing and Advertising Agencies
  • Sales Teams and Divisions
  • Finance and Accounting Teams
  • HR and Learning & Development
  • Customer Service Centers
  • Tech Companies
  • Retail and E-commerce Platforms
  • Healthcare Systems
What should you listen for?

Here are some conversation hooks that might indicate Bundle could be a big help:

  • “Our data is all over the place.”
  • “I spend too much time compiling reports.”
  • “We’re not meeting our KPIs.”
  • “If only we could make more sense of our customer data.”
  • “Budgeting is always a shot in the dark.”
Why Bundle?

So, you’ve found someone who’s complaining about chaotic data or confusing KPIs. Here’s how you can present Bundle as the solution:

  • Bundle streamlines data from multiple sources into a single liveboard.
  • Our AI-driven insights help businesses grow, make better decisions, and meet KPIs.

Discover more with Bundle 💡

We get that it’s not always easy to explain what a company does. That’s why we’ve put together these one pagers to quickly and efficiently describe the benefits of Bundle and, our parent company, assimil8.
Discover how Bundle can improve your reporting
Discover how assimil8 can improve your Financial Planning and Budgeting

Not sure what to say to spark a referral?

We get it. It can be hard to approach people to get the ball rolling, that’s why we’ve created this super handy guide that gives you some top tips on things to look out for, challenges you may recognise and questions that can help you to get the ball rolling. Do you want to know our best, most secret, top tip for success? Remember to put your name on the form or you’ll miss out on 10%.

Frequently Asked Questions (FAQs)

Got a question? We imagine you have loads of them. That’s why we’ve compiled a list of the most common ones. If there’s one missing just drop us a line and we’ll be sure to answer it for you.
All you need to do is refer a company to us. If they sign up and become a paying customer, you get 10% of their first year’s invoice. You basically make money for making friends! 🤝
As many as you want! We have no limits on the number of times you use the referral scheme. Although, if you’re really good at it, we may end up offering you a job instead! 😉
Once your referral becomes a paying customer, we’ll contact you to sort out payment details. You’ll see the money hit your account quicker than you can say “Bundle is awesome!”
Got friends in marketing, finance, healthcare, or education? Know someone pulling their hair out because of messy data? Send them our way! Bundle can help out in many sectors.
Approval typically takes a few weeks, as we have to ensure the fit is just right. We wouldn’t want to start a relationship on the wrong foot, would we?
As much as we’d love to give you credit for that, if they’re already chatting with us, the referral won’t be valid. But keep those other names coming!
You do. Not just because it’s the right thing to do, but also because it just looks weird if we ring them out of the blue to offer our help.

Terms and Conditions for our Global Referral Programme

We at Bundle are fans of total transparency, so we’re featuring our full T&Cs on this page. Please read through them, but please contact us if you have any questions.

Global Sales Lead Referral Scheme Terms and Conditions

1. Introduction
The purpose of the Global Sales Lead Referral Scheme is to drive growth, increase revenue, and leverage the experience and contacts of people connected with Bundle who are not Bundle directors or in the sales and marketing team to drive the sales and marketing effort.

2. Eligibility
All employees in R&D, support, or operations roles, as well as current customers, past customers, past employees, and the general public are eligible to participate in the scheme.

3. Referral Criteria
A qualified sales lead is a potential customer with a specific budget, need, or buying intent for whom the referral scheme discovery call template has been completed in full.

4. Incentives
Referrers of qualified sales leads will be paid 10% on every invoice raised in the first 12 months for the referred customer.

5. Tracking
Referrals must be registered by registering the deal on the sales lead registration section of the referral page. The Analytics Consultant will then enter details of the lead in the CRM and forward the email to the CEO to allow the cost to be built into pricing and added to payroll.

6. Communication and Promotion
The Global Sales Lead Referral Scheme will be communicated and promoted externally by the sales team through emails and conversations with key customer advocates and partners.

7. Training and Support
FAQs will also be provided on the company referral pages. External referrers will receive materials and on-going support by email from their sales contact.

8. Recognition and Rewards
Partners and clients who make successful referrals will be recognised by the sales team on email. Reward distribution, tracking, and communication with participants will be effected promptly and fairly to maintain motivation and engagement.

9. Performance Evaluation and Iteration
Performance metrics will be established to measure the success of the referral scheme. Key metrics could include the number of leads generated, conversion rates, revenue generated from referrals, and overall program participation. The program’s effectiveness will be regularly reviewed and evaluated, and adjustments made as necessary. Feedback will be solicited from participants to identify areas for improvement and optimise the referral scheme over time.

10. Legal and Compliance Considerations
The scheme has been shared with the board to ensure that it complies with UK laws, regulations, and Bundle company policies. Fraudulent or unethical behaviour, such as referrals from employees to themselves or friends and family, will not be permitted.

11. Acceptance of Terms and Conditions
By participating in the Global Sales Lead Referral Scheme, you agree to these terms and conditions.

I want to refer someone!

Oh, and before you fill in that form, please make sure that you let the person know that you are referring them to Bundle. Otherwise it looks a bit weird if we call them out of the blue.

Book a call today to discuss how we can build your Bespoke Bundle

Create value from your data by running it through one of our Bespoke Bundles. Let us know what kind of data you have below.
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See it in action!

Seeing is believing! Book a demo today to discover how easy it is to get started with Bundle.

Book a Discovery Workshop

Seeing is believing! Book on a workshop today to discover how easy it is to get started with Bundle