A handbook nobody has opened in six years. The best program managers leaving. Benefits costing more every year and doing less. You see it long before they call anyone. We’re building a small referral network for the advisors who notice first.
What a referral actually sounds like
The effects of HR and people management challenges reverberate across an organization. Here are some of the signals that a client would benefit from a referral to Positively Partners.
What you would be introducing them to
positivelyhr is a subscription that gives nonprofits the policies, systems and expertise to run HR well every day. We manage payroll and benefits, address compliance needs proactively, and give managers practical guidance for everyday decisions and difficult conversations. Employees get clear answers from someone who knows their organization. Throughout our work we put evidence-based practices into action to support effective people management.
HR outsourcing can mean different things, so it helps to explain how positivelyhr works. We serve as your client’s HR department, with a dedicated team that works closely with their leaders, managers and employees. We’re not a software platform, staffing agency, or professional employer organization (PEO). Your client keeps their own tax IDs, benefit plans and identity as an employer while gaining the HR capacity to support their day-to-day needs and long-term goals.
An annual action plan built with senior leaders that identifies mission-aligned priorities and how we’ll measure progress. Your client’s chief executive sets the direction, while we manage the day-to-day HR work.
We help managers handle their people responsibilities with confidence, providing tools, coaching and someone to call before a difficult conversation. That support strengthens management practice and helps retain employees.
Staff can reach HR by portal, email or phone and connect with a dedicated specialist who knows their organization’s mission, policies and culture. Instead of a ticket queue or a chatbot, they get support from someone who understands their workplace.
The ongoing HR support that keeps an organization running well every day. We become your client’s HR department, providing the people, systems and expertise that support their team as their needs evolve. Benefits are often what brings an organization to us in the first place. We work with Bennie to explore plan options, support benefits administration, and give employees personalized help finding care, understanding their coverage and navigating reimbursement.
Once the foundation is solid the harder questions become answerable. These are separate engagements, scoped to what the organization is actually trying to achieve, and no client is required to buy any of them.
Who we build this with
We’re not trying to build a large network. We’re trying to build the right forty. If you serve nonprofits and you’re in the room when their people problems surface, you’re who we’re looking for.
Employment practices claims come from thin documentation, untrained managers and inconsistent discipline. When your client has real HR infrastructure your book performs better. Your renewal conversation is our best introduction.
You’re already working closely with your clients’ finances and payroll, and you’re often their first call when an operational challenge comes up. That puts you in a strong position to recognize when a client needs more HR support and to connect them with a trusted partner.
Every org assessment you run surfaces the same finding: the people systems can’t carry the strategy. You name the gap. We’re the team that closes it, without you having to staff it.
You place an interim ED or CFO into an organization mid-transition. HR is nearly always one of the three things they find broken in week two. We can be operating before your placement ends.
Your client’s hardest sessions are about a person they can’t manage, a team they can’t fix, or a decision they can’t document. Some of that’s coaching. Some of it’s an HR function that doesn’t exist yet.
How it works
Fill out the form below. We review every application ourselves. If it looks like a fit we set up thirty minutes to understand your book and tell you honestly whether we’ll be useful to your clients.
Register the organization here first so your referral is protected, then introduce us by email when the timing is right. You control when we make contact, and we won’t reach out until you give us the go-ahead.
If they become a client you choose your currency: a referral fee paid to you, or a credit applied to your client’s invoice. Fees are paid quarterly on cash we’ve actually collected.
What a referral is worth
Some professions have codes that make a cash referral fee complicated. Some advisors would simply rather hand their client a discount than take a check. Both are fine, the value is the same either way, and we don’t treat one as the lesser option.
For brokers, outsourced finance firms, consultants and coaches with no professional restriction on accepting referral compensation.
For anyone whose professional code, firm policy or personal preference makes accepting a fee the wrong answer. You keep a clean recommendation and your client keeps the money.
Estimate a referral
Roughly three quarters of it lands in the first year.
A planning estimate, not an offer. Actual amounts depend on scope, complexity and how many states the organization employs in. The full fee schedule is set out in the Partner Referral Agreement, which we share before you register your first referral.
Our side of the agreement
You’re lending us a relationship you spent years building. These are commitments, not aspirations, and they’re written into the partner agreement.
Every referral gets a real reply from a person, not an autoresponder, confirming what we received and what happens next.
We don’t call your client until you tell us the introduction has landed. If you want to stay on every email, you stay on every email.
Including when we lose. Especially when we lose. You should never have to ask your own client what happened to your referral.
Every organization, its current stage, and what we owe you. Most referral programs are a black box. This one is a report you can audit.
We name your scope in the agreement and we stay out of it. If a client asks us for something that belongs to you, we hand it back to you.
You keep referring to whoever serves your client best. We put a review date on the calendar annually and either renew deliberately or end it cleanly.
Apply
We read every application. If we’re not the right fit for the clients you serve we’ll tell you that directly rather than adding you to a list.
Questions first? Email partners@positivelypartners.org.
Something went wrong on our end. Please email partners@positivelypartners.org and we’ll pick it up from there.
Thank you. We read these ourselves and you’ll hear back from a person within five business days, either way.
For current partners
Register the organization before you make the introduction. That timestamps your claim, protects it for twelve months, and tells us not to make contact until you say the introduction has landed.
If we’re already in an active conversation with the organization we’ll tell you within one business day and the registration won’t stand. That’s the only case where it won’t.
Something went wrong on our end. Please email partners@positivelypartners.org and we’ll pick it up from there.
Logged and timestamped. You’ll get a confirmation by email within one business day, and we won’t make contact until you tell us the introduction has landed.
The fine print, in plain language