Quit the Cult of Busy
WHEN TO REFER A TAKE IT EASY CHIEF OF STAFF
Someone in your network is:
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Highly successful financially but struggling with execution
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Showing operational gaps that could affect financial outcomes
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Launching new ventures, foundations, or personal brands
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Slowed down by too many decisions
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In need of someone to manage non-financial complexities
Behind the Scenes. Ahead of the Game.
WHY IT MATTERS
PREPARED CLIENTS MAKE BETTER DECISIONS.
WE HELP YOUR REFERRALS SHOW UP CLEAR, CONFIDENT, AND READY. AND THE BEST PART IS WE MAKE YOU LOOK GOOD TOO!
Perks:
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VIP Access for Your Referrals: Your clients / network skip the 30-day onboarding waitlist ensuring they receive priority treatment and immediate access to our high-performance services.
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High-Impact Recognition Bonus: Refer 10+ direct clients and receive a $25,000 annual bonus.
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Invitation Only Experiences (after 5 direct referrals / year): Unlock curated, once in a lifetime experiences as a thank-you for your impact
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Founding Partner Status: Gain entry into our exclusive, invite-only referral eco-system. Your presence is recognized among top-tier referrers, and access scales with referral volume. (depending on desire to participate)
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Specialized Partnership Campaign: Once per year, we curate a private campaign just for you: a high-touch experience such as a private event, intimate webinar, or exclusive VIP party access, positioning you as a central connector in our elite network.
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Legacy & Influence Building: Your introductions help build the premier ecosystem for high-performing clients. Every referral reinforces your reputation as a trusted connector and someone who shapes the path for the next generation of elite achievers.
Direct Customer Referral
5% of 6-month engagement
Perks:
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VIP Access for Your Partners: Your referred partners receive reserved spots and priority treatment within our onboarding and referral ecosystem.
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High-Impact Recognition Bonus: Refer 10+ referring partners who refer at least 1 client annually and receive a $25,000 annual bonus.
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Invitation Only Experiences: Once your partners bring in 5 direct clients, unlock invitations to ultra-exclusive, money cannot buy events.
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Elite Connector Recognition: Gain entry into our exclusive, invite-only referral eco-system. Your presence is recognized among top-tier referrers, and access scales with referral volume. (depending on desire to participate)
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Legacy & Influence Building: By referring trusted partners, you're helping build the premier network of high-performing clients and advisors. Your introductions carry prestige and position you as a central operator in the ecosystem.
Partnership Referral
$1,000 for every direct client referred through one of your partners
EMAIL TEMPLATES
Hi {Name},
I want to connect you with Take It Easy Group. They are an elite group of Chief of Staff operational partners for public-facing creators, athletes, and elite professionals. They specialize in helping individuals whose lives or businesses are getting more complex than their current situation can handle. Thought you might be interested.
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Hi {Name},
I want to introduce you to Take It Easy Group. They are an elite group of Chief of Staff operators who partner with public-facing creators, athletes, and elite professionals. They specialize in helping individuals whose lives or businesses are getting more complex than their current situation can handle. If you, or someone in your network can refer clients, they gain VIP access and bonuses. Thought you might be interested.
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