Referring a client to Brillian takes just a few minutes. Here's how the process works.
Step 1: Log into your Brillian account
Log into your Brillian account at app.brillian.co
Step 2: Find your unique referral link
Once logged in, you'll see your custom invitation link in your account. This link is specific to you — when a client signs up using it, they can consent to share their information with you, after which you will have visibility into their business dashboard in Brillian.
Step 3: Introduce Brillian to your client
Before sending the link, it's best to introduce Brillian to your client first — either in person, over the phone, or via email — so they're expecting the invitation. Materials like one pagers and sample reports are available in your Brillian account to help with this conversation.
Step 4: Send your referral link
Once your client has expressed interest, send them your unique referral link via email. Your client support team can send the email on your behalf, but you should be copied.
What happens next
After your client signs up, Brillian will handle all follow-up communication. If your client has consented to share their information with you, you will be kept in the loop every step of the way.
Who is eligible?
Brillian works with US-based businesses with approximately $1–25 million in annual revenue that are in normal operating health (not facing a forced sale or liquidation). Both existing clients and prospects are eligible.
Having trouble?
If you run into any issues, reach out through the chat in your account or email us at [email protected].