Referral Partner Guide

Thank you for your interest in being a referral partner. I hope this guide helps you figure out if I am a fit for someone you know.

For every client you send my way, you will receive 15% of their first purchase + a bonus gift at the end of the calendar year. 

Below is some more information about how I can help, who is a good fit for me, and how to refer someone to me. 

Asana Makeover (Signature offer)

Your business is growing, but your project management system is non-existent or a mess. You’re tired of tasks getting lost, projects running off track, and your team ignoring deadlines.

Perfect for: coaches, agencies, and consultants with small teams who need a structured Asana setup that actually works.

What You Get:
✔ A full operational audit to find and fix inefficiencies
✔ A custom Asana setup tailored to your workflows
✔ Workflows & automation to eliminate manual admin work
✔ Team training & buy-in so everyone actually uses the system
✔ 30 days of post-setup support to ensure smooth adoption

What Makes Jessi Unique?

Leadership:

I do not wait around for clients to tell me what to do. I take proactive steps to learn what their business needs and then bring the plan to them. I am always looking 5 steps ahead to make sure that what we are doing now is the best choice for the business long term. 

Thorough:

I provide more than technical or systems expertise. I aim to develop a partnership with business owners that helps them grow into a true CEO of their business.

Certified OBM:

I continually invest in my professional development and stay current on trends. I am a certified member of the International Association of Online Business Managers. 

Target Market

  • Business Coaches & Consultants: Scaling coaching programs and teams but struggling with disorganized back-end systems

  • Creative Agencies & Service Providers: Juggling multiple clients but lacking a centralized system for tasks, deliverables, and team collaboration

  • Nonprofit Leaders: Need structured workflows for tracking, compliance, and project management

What Potential Clients Might Say

  • "My back-office is a mess; I can’t keep up"

  • "I’m sure there is a better way of doing this but I don’t have time to figure it out"

  • "I am always putting out fires, it’s exhausting"

  • "I just want to hand someone my ideas and have them run with it"

  • "I want to automate as much of my business as possible"

  • "I don’t have time to learn a new system/train my staff"

  • "We have grown so quickly, we haven’t created any SOPs, we’re just figuring things out as we go"

How to Refer Someone

Simply send an email to jessi@onestonesolutions.org and copy the person you are referring. Give a quick comment about why you wanted to connect us. I will reply back to confirm receipt and communicate with the person from there.

I will circle back with you periodically to let you know how it's going. I take your trust seriously and value transparency.