Create your Offer

Before you create an offer, you'll want to decide what success event you want to pay for. You can set any event that is captured in your CRM, for example, email subscription opt-ins, scheduled demos, qualified leads, or completed deals. You can also create a success event when a buyer completes a purchase on your website via Stripe.

You can create offers with multiple success events, so we recommend incentivizing Referral Partners for bringing prospective buyers AND rewarding them when the Buyer makes a purchase.

Get started by navigating to the Offers section and clicking Create New Offer 

Create a title that describes your offer. This is the headline displayed alongside your company name to Referral Partners browsing the Offer Marketplace. We recommend an offer name that follows the form of "$X for ICP at Industry/Company Type." For example:

If your offer will have a percentage payout, such as 10% of new customer contract, then we recommend including a range of the expected payouts based on range of contract values.

Set the number of days after the success event that you'll pay the referral partner. During this window, you'll be able to confirm the success event and authorize payment. We recommend keeping the window short (e.g. 30 days) to incentivize Referral Partners who want to get paid quickly.

Set the number of conversions you want to pay for each Referral Partner and for each Buyer. You can keep both values unlimited by keeping the fields blank, or you can set limits. For example, you can limit success events to only pay for a Buyer's first purchase and ignore subsequent purchase events and/or create offers that pay a Referral Partner for their first referral.

In most cases, if you are creating offers to schedule demos, get qualified leads, and sign new customers, we recommend leaving the fields blank to set them as unlimited.

You have the option to set an expiration date for each offer. After the expiration date, no new leads are accepted and eligible for future conversion events. If you don't set an expiration date, you can manually suspend the offer at any time.

Note that any leads received before the expiraiton date or suspension remain eligible for conversion and payout until your success event payout window closes. For example, if you create a payout window of 30 days, and an expiration date of Dec 1st, 2024, a lead received on Nov 30th will remain eligible for payment if the Buyer converts before Dec 31st, 2024.

Select the tags that best describe the kind of product, industry vertical, ideal company size and department, etc. to help match the offer with relevant Referral Partners. If you don't see relevant tags, reach out to [email protected]  and we can add them for you.

Your Offer Description will help Referral Partners decide whether to enroll in your offer, so provide context about your company, the product or service you're selling, and the Referral Partners incentives. Reach out to [email protected]  for help drafing your offer. Wee recommend including the following sections:

You can provide any additional terms and conditions to Referral Partners for example, limiting the types of Buyers or kinds of conversion events you're willing to approve.

Provide a targetted LinkedIn search to help Referral Partners find ideal customers in their network via Search and Sales Navigator. You can populate these or reach out to [email protected]  for help generating these links based on your ICP.

Example: Linked Search  and Sales Navigator  searches for first network connections of Heads of Demand Gen or Marketing at Growth-Stage SaaS Startups.

Specify whether you want to publish the Offer to the entire network of SoundGTM Referral Partners or limit availability to a set list of Referral Partners. For example, you can target an offer to Referral Partners that you've directly invited to join SoundGTM. In most cases, we recommend keeping publishing the Offer to "All Referral Partners" and increasing your reach.

After your creating your Offer, click 'Next' to begin customizing your offer rules and payout criteria.