# Local Referrals Knowledge Base Local referral partner discovery, outreach scripts, referral qualification, local profile pages, partner resource cards, and follow-up cadences. ## Purpose This knowledge base helps agents and operators create local referral systems that are structured, trackable, public-safe, and partner-friendly. Use this folder to support: - Local referral partner discovery - Referral partner outreach - Local partner profile pages - Local landing pages - Resource cards - Referral scripts - Community partner lists - Local SEO pages - Partner qualification workflows - Referral attribution systems ## Primary Users - Local referral partners - Business funding brokers - Affiliate operators - Consultants - Local service providers - Community builders - Chamber and networking groups - Agency owners - CRM operators - AI workflow builders ## Referral Partner Categories ### Accountants and Bookkeepers Why they matter: - See business cash-flow issues early - Know when clients need working capital - Help clients organize documents - Often trusted by business owners Useful resources: - Funding readiness checklist - Document preparation guide - Cash-flow gap explainer - Partner disclosure snippet ### Insurance Agents Why they matter: - Work with contractors, local businesses, property owners, and service providers - Maintain recurring client relationships - Often hear about expansion, equipment, or working capital needs Useful resources: - Equipment finance resource card - Contractor funding readiness page - Local business AI tools page ### Real Estate Professionals Why they matter: - Know investors, landlords, developers, and property buyers - Hear about bridge financing, fix-and-flip, DSCR, and renovation needs Useful resources: - Real estate capital checklist - Fix-and-flip document guide - Investor readiness resource ### Equipment Vendors Why they matter: - Know businesses actively purchasing productive assets - Can refer buyers who need financing support Useful resources: - Equipment finance checklist - Vendor resource card - Invoice and quote preparation guide ### Marketing Agencies Why they matter: - Work with businesses spending money to grow - Can introduce clients who need cash-flow, automation, CRM, content, or AI tools Useful resources: - Ad spend cash-flow resource - AI workflow audit resource - Content ops checklist ### Local Business Consultants Why they matter: - Advise owners on operations, growth, finance, systems, and technology - Can refer clients to tools and readiness resources Useful resources: - AI Agent Library overview - Business automation resource card - Funding readiness explainer - Partner profile template ### Chambers and Business Groups Why they matter: - Aggregate local business owners - Can share educational resources - Useful for workshops and resource hubs Useful resources: - Workshop outline - Local resource page - AI tools for small business page - Funding readiness guide ## Referral Qualification Questions Before activating a referral partner, ask: - Who is their audience? - How do they currently reach business owners? - Do they have a website, newsletter, social presence, or offline network? - What business categories do they serve? - Are they comfortable using disclosure language? - Can they follow public-safe messaging rules? - Do they need a profile page? - Do they need tracked links? - What resources are they allowed to promote? - How will referrals be attributed? ## Outreach Script Format ```md # Local Referral Outreach Script ## Audience [Referral partner type] ## Context Why this partner may be relevant. ## Message Hi [Name], I’m building a small set of practical resources for local business owners who want help organizing funding-readiness, AI workflow, automation, or business-tool next steps. I thought this might be useful for some of the business owners you already work with. Would it make sense to send over a simple resource page you could review? Best, [Your Name] ## Follow-Up Hi [Name], just following up on the local business resource I mentioned. No pressure — I’m mainly looking for partners who want a clean educational page they can share when a business owner asks about funding readiness or AI tools. ## CTA Review the partner resource page. ## Do-Not-Claim - Do not promise funding or approval. - Do not imply a referral guarantees any outcome. - Do not hide affiliate or referral relationships. ``` ## Local Partner Profile Format ```md # [Partner Name] ## Role [Referral partner / Affiliate / Consultant / Broker / Local connector] ## Audience [Who they serve] ## Region [Local market or remote] ## Public Bio Short approved public-safe bio. ## Approved Resources - Resource 1 - Resource 2 ## Primary CTA Label: URL: ## Disclosure May include affiliate or referral relationships. ## Tracking Notes Partner slug: Campaign: ``` ## Local Referral Safety Rules Use: - Educational resource - Readiness checklist - Local business tool - Compare options - Review common requirements - Talk through next steps - Public resource page Avoid: - Guaranteed funding - Guaranteed approvals - Everyone qualifies - No risk - No documents required - Secret lender access - Approved regardless of credit - Best rates guaranteed ## Standard Local Referral Agent Output ```md ## Referral Partner Summary - Partner type: - Audience: - Region: - Promotion channel: - Relevant resources: - Risk level: ## Fit Rationale Why this partner may be useful. ## Recommended Assets - Asset 1 - Asset 2 ## Outreach Message [Draft message] ## Disclosure Needed? Yes / No ## Tracking Notes Partner slug: Recommended campaign: ## Human Review Needed? Yes / No ``` ## Related Repo Paths ```text knowledge-base/local-referrals/ knowledge-base/partner-enablement/ partners.html team.html profile.html get-started.html examples/partner-enablement/ ``` ## Maintenance Checklist - [ ] Partner types are current. - [ ] Outreach scripts are public-safe. - [ ] Referral claims avoid guarantees. - [ ] Partner disclosure rules are included. - [ ] Profile templates are reusable. - [ ] Tracking notes avoid exposing private payout terms.