Partners
Leads, meetings and revenue for each source over the last 12 months. Credit goes to the first source that sent the lead, and stays there.
How this page works
- Leads, meetings and revenue for each source. The first source that sent a lead keeps the credit, even if another sends it later.
- Each partner has their own referral link to a short form. Partners don’t need an account.
- A partner without a signed agreement stays paused. Leads from a paused or unknown source are held in quarantine (on Health) until you release them, so no research or email is spent on them.
Results by source
| Source | Leads | Contacted | Meetings | Held | Won | Revenue |
|---|---|---|---|---|---|---|
Northstar Advisory (sample) Referral partner | 1 | 1 | 2 | 2 | 0 | — |
Ridgeway CPA Group (sample) Referral partner | 0 | 0 | 0 | 0 | 0 | — |
Event attendee list (sample) List upload | 0 | 0 | 0 | 0 | 0 | — |
Partner CRM integration (sample) API | 0 | 0 | 0 | 0 | 0 | — |
Released or added by a person List upload | 0 | 0 | 0 | 0 | 0 | — |
Website inquiry form Web form | 0 | 0 | 0 | 0 | 0 | — |
Referral links2
Northstar Advisory (sample)Active
Contact: Lee Park. Agreement signed Tue, Sep 15, 2026.
Form link:
https://www.jeffrevenue.com/r/mode-data/NSA-7Q2F9KRidgeway CPA Group (sample)Active
Contact: Ana Ortiz. Agreement signed Thu, Oct 1, 2026.
Form link:
https://www.jeffrevenue.com/r/mode-data/RCPA-4M8T1X
Partners never get a login. Their form sends leads straight into the journey; a lead from a paused partner or an unknown link waits in quarantine for you.