How PureIntro Works

You Already Send Referrals. Here Is How You Get Paid for Them.

If you are a professional who regularly refers clients to other pros (whether you are a general contractor sending work to an electrician, or a wedding planner connecting couples with photographers), you already know the value of a good referral. What you might not know is how much income you are leaving on the table by not tracking those referrals and collecting a fee.

PureIntro is built to fix that. It is a free platform that helps you set up referral fee agreements, automatically tracks every referral from handoff to completion, and collects your payment when the job is done. No spreadsheets, no awkward money conversations, and no chasing people down.

Here is exactly how it works, step by step.

Step 1: Create a Referral and Set Your Fee

It starts when you have a client who needs a service you do not provide. Instead of just texting a name and number to a colleague and hoping for the best, you create a referral on PureIntro.

You enter three things:

• Who you are referring to: the receiver (the pro who will do the work). Just their name and email or phone number.
• The client details: the person who needs the service.
• Your referral fee: the percentage you want to earn on the deal. You can pick from common options like 10%, 15%, or 20%, or set a custom amount. PureIntro even shows you what is typical in the receiver’s industry so you can make an informed choice.

Here is the key part: your client’s contact information is not shared with the receiver yet. That only happens after they agree to your fee terms.

Step 2: The Receiver Gets a Fee Agreement

Once you submit the referral, PureIntro sends the receiver a clear, professional message (by email or SMS) letting them know you have a referral for them and what the fee terms are.

The receiver does not need a PureIntro account to respond. They can accept, decline, or counter-offer the fee right from the link in that message, with no signup required. If they want access to a full dashboard and history later, they can create a free account at any time, but it is never mandatory.

This matters because it keeps friction low. The receiver clicks one link, sees the proposed fee, and makes a decision. If they accept, PureIntro shares the client’s contact information so the receiver can reach out directly. If they do not respond within seven days, the agreement expires and you are notified so you can send the referral to someone else.

What about the client?

PureIntro never contacts your client. The fee agreement is strictly between you and the receiver. Once the receiver accepts, they reach out to the client directly, just like they would in any normal referral. The client experience stays personal and natural.

Step 3: Automatic Tracking and Follow-Up

This is where most referrals fall apart without PureIntro. You send someone a lead, and then… silence. Did they call? Did the job happen? Did it go well? You have no idea, and following up feels awkward.

PureIntro handles this automatically. After the agreement is accepted, the platform tracks the referral through its full lifecycle:

• Contact Made: Did the receiver connect with the client?
• In Progress: Is the work underway?
• Completion Confirmed: Has the job been finished?

At each stage, PureIntro sends gentle, professional nudges to the receiver asking for a status update. You get notified as things progress. If the receiver goes quiet, PureIntro lets you know and gives you a one-click way to send a personal follow-up from your own email, so it comes from you, not from a robot.

The result: you always know what happened with your referral, without having to chase anyone.

Step 4: You Get Paid

When the job is complete and the referral fee is due, PureIntro collects payment from the receiver via secure ACH bank transfer and deposits your earnings directly into your account. You see a clear breakdown: the agreed referral fee, minus PureIntro’s platform fee. That is it. No hidden charges.

The receiver pays the referral fee only after they have earned their revenue from the client, so nobody is paying out of pocket upfront.

PureIntro also handles tax documentation, including 1099 forms, so you have clean records at year end.

What It Costs

The entire platform (referral creation, fee agreements, tracking, nudges, analytics, your dashboard) is free. Forever. There are no monthly subscriptions, no per-referral charges, and no limits on how many referrals you can send or receive.

PureIntro charges a small platform fee only when payment is processed through the platform. PureIntro absorbs all payment processing costs. If no money changes hands, you pay nothing.

Who It Is For

PureIntro is designed for solo professionals and small service firms in industries where trust-based referrals are already how business gets done. That includes:

• Home service contractors (plumbers, electricians, HVAC techs, roofers, landscapers)
• Wedding and event vendors (planners, photographers, caterers, florists, DJs)
• Creative services professionals (designers, videographers, copywriters)
• Marketing and advertising consultants
• Tech and digital service providers
• Automotive specialists

If you regularly refer clients to trusted colleagues in your network (or you receive referrals from others), PureIntro works for you.

What Makes PureIntro Different

You might be wondering: why not just track referrals in a spreadsheet or send a Venmo request?

The honest answer is that most people try that and it breaks down. Referrals get forgotten. Follow-ups do not happen. Money conversations get awkward, and fees never get collected. Industry data suggests professionals lose 40% to 60% of their potential referral value simply because there is no system in place.

PureIntro is different because it is purpose-built for this one thing:

• Fee-first workflow. The agreement is locked before client info is shared. No ambiguity about whether a fee is owed.
• Zero friction for receivers. No account required. Accept a referral from a link in an email or text.
• Automatic lifecycle tracking. You do not have to remember to follow up. The platform does it.
• No contact with your client. PureIntro stays out of the client relationship entirely.
• Aligned incentives. PureIntro only earns when you earn. There is no subscription fee creating pressure to justify a monthly cost.

Getting Started

You can send your first referral in minutes. Sign up for a free account, create a referral, set your fee, and PureIntro handles the rest. There is nothing to install, no training required, and no commitment. If you are already sending referrals to people you trust, the only thing that changes is that now you get paid for it.