Describe the business need
Summarise the company, its main commercial challenge and why Tandem could be a fit. Explain whether the need is primarily prospect research or the wider workflow around engagement, pipeline and customers.
A useful referral contains a reason for the introduction, not just a name and an email address.
Clarify the introduction
Explain your relationship with the business and the contact’s role. Establish that the introduction is appropriate before sharing contact details, and only provide the information needed to assess it.
Include any known timing and whether you expect to remain involved as an advisor or delivery partner.
Agree registration and ownership
The Partner Network separates deal registration and referral tracking from the introduction itself. Confirm the agreed process with Tandem, including how an existing opportunity or duplicate introduction is handled.
Do not assume that submitting a name automatically secures ownership or commission. Eligibility, attribution and payment conditions need to be confirmed in the applicable partner terms. Start through the contact page.
These guides explain Tandem’s product approach and the packages described on this website. Feature access, connections and execution controls depend on your agreed package and workspace configuration.
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Share the question or workflow with the Tandem team.