Recommend Knudge to advisors or other service oriented professionals that you think may need help managing their clients’ action items.
First create a contact in Knudge for the individual you’d like to invite so we can track the referral. You can invite them off platform with a personal email or phone call or send them a nudge, the important thing is thet they’re already entered as a contact at your organization prior to signing up.
They can sign up for a paid plan right away or start with the Baker’s Dozen free tier to try Knudge out at their organization. Either way, when they upgrade to a paid subscription, we’ll credit $100 to your account and $100 to theirs.