As a Forwardly Certified Partner, your role is simple: help clients fix slow, messy, or frustrating payment workflows. Forwardly is the tool that makes that easier.
Start with the right clients
Forwardly is a good fit for clients who:
- Handle lots of bills or payments with other businesses or contractors
- Struggle with approvals or payment delays
- Chase payments or have cash flow timing issues
- Paying high processing fees or monthly subscriptions for bill payment products
If a client complains about payments, approvals, fees, or admin work, they’re likely a good candidate for Forwardly.
Always use your unique referral link
To earn referral rewards, you must invite businesses using your unique Partner Referral link. Only businesses that sign up through your specific link are eligible for rewards.
Show, don’t tell
Instead of explaining Forwardly, show it:
- Use the product tour or offer your client a short demo
- Walk them through how bills, approvals, and payments work
A quick 10-minute walkthrough usually does the job.
Use your certification as social proof
Add your Forwardly Certified Partner badge to:
- Your website
- Your LinkedIn profile
- Your email signature
Mentioning that you’re certified builds trust and makes recommendations easier.
Sample email for clients
Hey [Client Name],
We’ve been working with a number of clients on simplifying how they handle bills, approvals, and payments, and I think this could be a great fit for you.
Forwardly makes it much easier to manage approvals and send payments without the usual back-and-forth and delays. I’m now a Forwardly Certified Partner, so I can help you get set up properly.
If you’d like to take a look, here’s an invite link: [Your unique referral link]
Happy to walk you through why I think it's a good fit for you anytime.
[Your signature]