Treasured Referral Program

I’m excited to invite you to join this invitation-only referral program for trusted friends who refer me clients.

Long story short - if you send someone my way and that conversation results in work, I will thank you - usually in the form of a cash payment.

For example…

• You are having dinner or coffee with someone who mentions they need a training on diversity or leadership

• You mention me so they reach out

• I end up booking a $10,000 training

• You get $1,000

• Your dinner or coffee pays for itself!

Referral fee structure

The amount you receive is based on the following:

• 10% for engagements over $5,000

• 5% for engagements between $2,000-$4,999.99

• Gift basket or meal for engagements between $1000-$1999.99

• Personal “Thank you” note for engagements up to $999.99

Payment Timing

Your fee will be paid within 30 days of receipt of full payment from the client.

What Qualifies

If someone reaches out to me to provide specific training services and shares that you referred me, and then they engage my services, this qualifies.

What Doesn’t

General introductions do not qualify.

If I’m already actively speaking to them about my services, this will not qualify.

To keep things simple, fees are paid only for the initial engagement and there are no residual referral fees for future business from the same client.

Conflicts of Interest

To avoid conflicts of interest, you will not be eligible for referral fees for services to your employer or a business with which you are affiliated. However, I will be happy to show my appreciation by treating you to a meal or sending you a gift basket.

Disputes

If for any reason the engagement is refunded or disputed, I’d request that the referral fee be returned, which is voluntary.

However, I may discontinue your future participation in the program if this becomes an issue.

Agreement and taxes

There is no paperwork or contract beyond what is required for tax purposes.

This means I will require a W-9 from you before I can pay you.

In addition, if applicable, I will provide you a Form 1099-NEC at the end of the year for your taxes.

Changes to the program

I may adjust and tweak the program at times to keep it healthy and will notify you of any changes as soon as possible.

Let’s roll!

I try to make things EZPZ.

There are only 3 steps to take.

STEP 1. Sign up

STEP 2. Set up payment

Text me at 201-675-3585 or email me at joe@connectioncounselor.com with the email or phone number associated with Zelle so I can add you as a recipient for payment from my bank to yours.

To keep things organized, I will only be using Zelle, though I understand there are many other payment options.

I regret any inconvenience if you are not using it already. You only need set it up once.

STEP 3. Complete and submit mandatory W-9 tax form

I will require a completed W-9 to be provided to JoeKwonJoe Coaching, LLC before any referral fees are paid.

Fill out the W-9 here, save as a pdf and email to joe@connectioncounselor.com.

If you not a U.S. taxpayer

Fill out W-8 BEN here, save as a pdf and email to joe@connectioncounselor.com.

Note: I won’t be providing advice on how to fill out the form, but the links below may help.

Article on how to fill out a W-9

IRS video on how to fill out a W-9

Official info from IRS on W-9

If you are unclear, please consult with a tax professional.

Thank you for being a trusted friend and supporter. I look forward to sharing much success with you in the future!

Yours truly,

Joe Kwon, the Connection Counselor