Refer a peer. Get rewarded.
Know someone who could benefit from Clever Nelly? Introduce us, and if they’re interested and book a meeting, you’ll unlock exclusive rewards.
How it works
There’s no limit to how many people you can refer, and every successful referral makes you eligible for a reward tailored to your setup and needs – whether that’s a colleague in another team or a contact at another organisation.
Step 1: Share a contact
Submit your peer’s details using the form below.
Step 2: We reach out
Our team will contact them to explore their needs – no spam, no pressure.
Step 3: You get rewarded
If they book a meeting, you’ll receive a reward tailored to your account.
What you could get
What's in it for you if you successfully refer someone?
As a thank you, you’ll be eligible for rewards when your referral results in a qualified meeting. The rewards may include:
Complimentary access to premium features and tools
Unlock and start using other Nelly tools and features, from Consumer Duty Insight and Flashcards to Laurels, Shadow of the Leader and more.
Additional licences for your team
Gain complimentary packages of licences so more of your team members can use and benefit from Clever Nelly.
Other tailored benefits agreed with your Account Director
Your Account Director will tailor benefits that are aligned to your current Nelly setup and needs.
Make your referral
Frequently asked questions
When do I receive my reward?
Once your referral books and completes a meeting with our team, your Account Director will reach out to discuss your reward(s) with you.
What qualifies as a successful referral?
A confirmed meeting with our Business Development team.
Is there a limit to referrals?
No, you may refer as many relevant contacts as you like.
Will my contact be pressured?
No. We’ll reach out professionally and respectfully – no spam, no pressure. Your contact stays in control of the conversation at all times.