What is the Referral Program at Snap?

At Snap, we greatly appreciate it when you help us grow our business by referring your Advisor friends and colleagues.

Each referral helps us keep our subscription costs low and further improve the product for you.

To thank you for your referrals, we are pleased to offer the following Referral Program:

• The Advisor you refer will receive a 50% discount off their first month, after their 14-day Free Trial. Ensure they sign up via the Referrals page, which is detailed below. 
• If they sign up and stay with us beyond their 14-day Free Trial and 30-day money-back guarantee, you will receive a one-month credit to your account. That’s an entire free month of Snap Projections! If you are on annual billing, you will receive a $100 credit on your next renewal. 

The best part? There is no limit on how many times you can do this — 6 throughout the year would mean Snap is half off annually for you!🔥

Referral Page Link

• Referring someone to Snap is as simple as directing them to this page: https://snapprojections.com/referral/

Optional email template to send the link to friends

• If you’d like an email template to send, you can follow these steps:
• Click your initials in the top right corner and select Want Free Months?

• Click Copy to Clipboard to copy the sample text to your email message to your friend.

• Open your email, click Paste and send the email to your friend or colleague. 

Check your Billing Settings for Referral credits

• You can track your referral credits under your Billing Settings.

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If you plan on sending Referrals our way, can we ask you to leave us an online review as well? 🫶

This greatly helps other Advisors (the ones who don’t know you!) in their decision-making process. Additionally, social proof is another way we can work together to keep subscription costs low.

If you could spend a few minutes of your valuable time leaving us a Review, we would be truly grateful! 

We’re currently using a 3rd party software review site called Capterra that allows you to sign in through LinkedIn. 

A few topics to consider for your review:

• The Snap capability you can’t do without
• Your reasons for choosing Snap over other planning solutions
• How Snap has supported your business growth or helped you convert prospective clients
• Your experiences with our customer support team

Please leave your online review here: https://bit.ly/Snap-Projections-Review

As always, thank you for being part of the Snap community and don’t hesitate to reach out if there is anything you need.

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