Switchboard provides a platform for service providers to create and manage their own referral networks, replacing traditional spreadsheets with a dynamic directory that maintains up-to-date information on trusted contacts. The solution streamlines the referral process by automating opportunity sharing, tracking referral activity, and facilitating seamless compensation management, enhancing efficiency and relationship-building for solopreneurs and agencies.
Funding
$330K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Service providers often struggle to efficiently manage and track referrals using traditional methods like spreadsheets, leading to disorganized networks and missed opportunities. The manual nature of sharing opportunities, agreeing on terms, and tracking referral activity creates inefficiencies and awkwardness in the referral process.
Solution
Switchboard offers a platform designed to streamline and automate the referral process for service providers, replacing static spreadsheets with a dynamic, up-to-date directory of trusted contacts. The platform enables users to build and maintain their referral network, share client opportunities, and track referral activity with increased visibility. Switchboard facilitates clear agreement on referral terms and automates status updates, reducing manual follow-ups. It also simplifies referral fee payments and tax reporting, allowing users to focus on building relationships and closing deals.
Target Audience
The primary users are solopreneurs, agency owners, and network owners who want to streamline their referral process, improve referral quality, and increase revenue through efficient network management.
Features
- Dynamic directory to add or import service providers and maintain updated information on their services and rates.
- Automated opportunity sharing to distribute client opportunities within the network and curate the best matches.
- Tools for creating and sharing curated shortlists of referrals with clients.
- Double-opt-in referrals for making direct connections when the right person is known.
- Referral and activity tracking to monitor link clicks and overall referral progress.
- Automated status updates to stay informed on referral progress without manual follow-ups.
- Integrated system for settling referral fees and managing tax reporting.