Client
Referral Program
Make an introduction. Get a free
week.
Every time someone you refer becomes a client, we’ll add a week to your service. All you need to do is make the introduction and we’ll take it from there. No hoops. Simply make the introduction and we’ll take it from there.
Two ways to make an intro:
1. Copy us on your email
- Your Client Success Manager
- Chris McShanag
2. Share your dedicated referral link (sent to your email)
*If you are unsure, feel free to email your Client Success Manager so that we can give you your unique referral link.
Referral credits are awarded after your referral becomes an active client. We review and apply earned credits on a monthly basis.
Frequently asked questions
How does the referral program work?
It’s simple. When you introduce someone to Virtual Teammate and they become a client, we thank you with a free week of service. We’ll handle the entire process with care, from the introduction to onboarding.
Who can I refer?
Anyone in your network who could benefit from having a dedicated Virtual Teammate, such as founders, executives, office managers, or business owners who need more time, support, or focus.
How do I make a referral?
You can refer someone by:
-
Sending them our Share VT link
-
Introducing them via email and CC’ing your account manager
When will I receive my referral reward?
Once your referral becomes an active client, we’ll apply a complimentary week of service to your account. We process rewards monthly.
Is there a limit to how many people I can refer?
There’s no limit. In fact, we love when our clients refer more than one person. Every new connection expands the impact we’re creating together.
Do I have to be an existing client to refer someone?
Most of our referrals come from current or past clients, but we welcome introductions from trusted friends and champions of our mission too. Just let us know your relationship to the referral.
What’s the best way to introduce someone to VT?
Just be yourself. A quick note sharing your experience and saying, “I thought of you” is often the most meaningful. We’ll take it from there and ensure your referral gets VIP treatment.
Why do referrals matter so much to Virtual Teammate?
Because referrals are about trust. When you introduce someone to us, you’re not just passing a name—you’re helping someone delegate boldly, scale smartly, and reclaim time. It’s impact multiplied.