Amplēo Finance
Internal Referral Program
As a member of the Ampleo team, you understand the value we can provide to clients. Now we’re inviting you to help grow the Amplēo Finance brand as you increase your income.

Earn $200 for every qualified referral.
Then earn 5% when they close.
- Qualified Lead Bonus:
- Earn a $200 referral bonus for every qualified lead you refer to Amplēo Finance.
- Closed-Won Bonus:
- If your referral signs with Amplēo, you’ll receive 5% of the billed revenue from that client for the first 12 months.
Turn Your Network Into Opportunity—And Get Paid For It.
Scaling a business requires financial clarity, strategic decision-making, and access to capital, but many leaders lack the expertise or resources to manage complex financial challenges. Amplēo Finance helps companies by providing fractional
CFO leadership, financial strategy, and execution to optimize cash flow, improve profitability, and secure funding.
By proactively identifying client needs and introducing them to our specialized teams, you help create more value, strengthen relationships, and drive better outcomes.

How It Works.
Step 1: Email jallen@ampleo.com to ask for a finance partner recommendation.
Step 2: Email referral introductions to the recommended Amplēo finance partner and CC: bd@ampleo.com.
Step 3: The Amplēo partner will connect with the prospect and qualify the lead.
Step 4: You earn $200 for each qualified lead, paid out quarterly.

Not Sure What To Say? Use This.
Copy and paste the template below when introducing someone to Ampleo’s team:
Subject: Intro: [Referral’s Name] <> Amplēo Finance

Hi [Referral’s Name],
I wanted to introduce you to the team at Amplēo Finance. I’ve had a great experience working with them, and I think their model could be a strong fit for what you’re building.
Amplēo Finance provides fractional CFO leadership, financial strategy, and execution, helping companies gain clarity around cash flow, improve profitability, and secure funding without needing a full-time hire.
Looping in [Amplēo Contact Name] from the Amplēo Finance team here. [He/She/They] can share more about how they work and explore whether there’s a good fit.
[Amplēo Contact Name], [Referral’s Name] is [brief context about the business or need]. I thought this could be a helpful conversation.
I’ll let you take it from here!
Best,
[Your Name]
Meet Our Team
Frequently Asked Questions
Who is eligible to refer? +
All Ampleo consultants, employees, and partners.
When do I get paid? +
$200 bonuses and the 5% revenue share is paid quarterly.
What is considered a qualified referral? +
A lead is considered qualified after a discovery call confirms that the contact has a genuine interest in our services and is a potential fit for what we offer.
Who should I contact if I have questions? +
Email us at: bd@ampleo.com
Discover What Fractional CFO Services Can Do For You.
Refer companies that need fractional CFO leadership and strategic guidance, and get paid for it.
It’s simple: you introduce, we handle the rest.