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MARKETING / PROMOTION

Referral Reward Program

Effective Date: January 2026

1. Eligibility. The referral reward is available to current Circle Twice Consulting clients, business partners, and professional contacts. Employees of Circle Twice Consulting and their immediate family members are not eligible.

2. Qualifying Referral. A qualifying referral is a new business client who (a) has not previously received managed services from Circle Twice Consulting within the past 12 months, (b) is not currently engaged in an active sales conversation with Circle Twice Consulting at the time of referral, and (c) executes a managed services agreement with a minimum 12-month term.

3. Referral Identification. The referring party must be identified by the prospective client at or before the time of contract execution. Referral credit cannot be applied retroactively after an agreement is signed.

4. Reward Payout. The gift card will be issued within 30 days of the referred client’s first monthly invoice being paid in full. If the first invoice is not paid, no reward will be issued.

5. Gift Card Selection. The reward will be issued as an Amazon gift card unless the referring party requests an alternative retailer. Alternative gift card availability is at Circle Twice Consulting’s discretion.

6. Limitations. Only one reward is issued per referred business. If multiple individuals refer the same prospective client, the reward will be granted to the first documented referral. There is no limit to the number of referrals an individual may submit.

7. Early Termination. If the referred client terminates their managed services agreement within the first 90 days, Circle Twice Consulting reserves the right to request return of the gift card from the referring party.

8. Program Modification. Circle Twice Consulting reserves the right to modify, suspend, or terminate this referral program at any time without prior notice. Any changes will not affect rewards that have already been earned and are pending payout.

9. Tax Responsibility. The referring party is responsible for any tax obligations associated with receiving the referral reward. Rewards may be reported as income if required by applicable law.

10. No Cash Value. Rewards cannot be redeemed for cash but may be applied as credit toward Circle Twice Consulting services.