Certified Advisor · Referral Program

Refer a Business Owner.
They Get Intelligence.
You Get Credit.

Send a co-branded GrowthBrain™ invitation to any business owner prospect. They get a 30-day free trial connected to their live financial data. You get $200 in platform credit when they convert — and a client who already sees your value.

Send an Invitation
Free
Cost to refer
30 days
Free trial for your referral
$200
Credit per converted referral
Unlimited
Referrals you can send

How It Works

Four Steps. Five Minutes.

01

Fill in your prospect's details

Enter their name, email, and business name. Add a personal note — it appears in the invite email in your voice.

02

Preview the co-branded invite

See exactly what your prospect will receive — a professional email co-branded with your name and the GrowthBrain™ logo.

03

Send the invite

GrowthBrain™ sends the email on your behalf. Your prospect gets a 30-day free trial and a direct link to connect their financial data.

04

Track and earn

Your referral dashboard shows who opened, who signed up, and who converted. Earn $200 in platform credit for every converted referral.

Send an Invitation

Compose Your Co-Branded Invite

Fill in the details below. The preview on the right updates live — so you see exactly what your prospect receives before you send.

Appears in the email as the sender

Optional — personalizes the email body

Appears as a blockquote in your voice — makes the invite feel personal, not automated

GrowthBrain™ sends the email on your behalf. Your prospect gets a 30-day free trial — no credit card required.

Live Preview
From: GrowthBrain™ on behalf of Your Name <[email protected]>
GB
GrowthBrain™
Invited by Your Name

Hi Business Owner,

Your Name — your advisor — has invited you to try GrowthBrain™ free for 30 days.

"I thought you'd find real value in what GrowthBrain™ can show you about your business."
— Your Name

GrowthBrain™ connects to their business's financial data (QuickBooks, Xero, etc.) and gives you a live Business Value Score, Cash Flow X-Ray, and Differentiation Engine — the intelligence that used to cost $125,000 a year.

Claim Your Free 30-Day Trial →

No credit card required. Your advisor Your Name will be connected to your account automatically.

GrowthBrain™ · Interev, Inc. · Cleveland, Ohio
You received this because Your Name invited you. Unsubscribe

This is exactly what your prospect will receive in their inbox.

What They Receive

Your Prospect Gets Intelligence.
Not a Sales Pitch.

The 30-day trial gives them full access to the platform — connected to their live financial data. By the time you follow up, they've already seen their BVA score, their cash flow gaps, and their differentiation opportunities. You walk into that conversation as the advisor who gave them clarity.

Business Value Assessment

A live BVA score calculated from their actual financial data — not a generic questionnaire.

Cash Flow X-Ray

7 cash flow drivers analyzed in real time. Most owners find $20K–$80K in recoverable cash in the first 30 days.

Differentiation Engine

AI-generated competitive positioning and premium pricing justification specific to their business.

Advisor Connection

A direct introduction to you — their advisor — already connected to their data and ready to advise.

Referral Tracker

Your Referral History

Full Dashboard
BusinessEmailStatusSentCredit
Meridian HVAC[email protected]ConvertedMar 12, 2026$200
Apex Staffing Group[email protected]Trial ActiveApr 1, 2026Pending
BlueSky Logistics[email protected]Invite SentApr 7, 2026
Sample data — your live referral history is available in the Advisor Portal.
3
Total Sent
1
Converted
$200
Credits Earned

Prefer to Share a Link?

Copy your personal referral link and share it on LinkedIn, in your email signature, or in a newsletter. Anyone who signs up through your link is automatically attributed to you.

app.growthbrain.com/join?ref=advisor

Not a Certified Advisor Yet?

The referral program is exclusive to GrowthBrain™ Certified Advisors. Earn your designation, unlock unlimited clients, and start turning your network into a referral engine.