This article contains the relevant documents that would help you to onboard referrers (distributors) and start driving referrals for your smallcases.


Documents are added in this folderLink


Documents include : 

  • Referrer Onboarding Manual: A manual that can be shared with any prospective referrer to help them better understand smallcases as well as the entire referral & subscription flow.

  • Referrer Onboarding steps for smallcase Managers: To streamline the referrer onboarding process for you, we have standardized the steps that you can follow for onboarding Referrers, this document lists all the steps.

  • Referral Agreement: A simple and standardized referral agreement template created by our legal team that covers the necessary legal aspects.

  • Demo Videos: Includes demo videos for the Referrer flow on smallcase Publisher platform and RM flow on share platform (also includes the subscription flow on the micro-site).