Ready to submit a referral? Great! Depending on the type of referral you’re submitting and your Atlas permissions, please use the below options to get started.
Colleague Rewards form
For any prospect referrals or compliance add-ons, or additional services if preferred.
Atlas Webform
For all additional service referrals if you’ve got access to client details on Atlas.
Looking for more information about our programme and services? Access it below!
Induction video
Join us for a top level overview of our referral programme – and how you can get involved!
Colleague Rewards Cheat Sheets
Looking for some information about our range of products and services? Look no further.
Product & Process Interviews
Listen in to colleagues across the business as they highlight the key benefits of many of our services.
How to Refer Interviews
Listen in for some tips and tricks from our top referrers, who describe how they approach a conversation.
Citation Service Overview
Looking to easily introduce clients to multiple services at once? You’re in the right place.
Colleague Rewards Price List
How much will you earn for referring? Find out below.
CC process
Find out what happens after you submit a referral for a compliance service.
AST process
Find out what happens after you submit a referral for an additional service.
Email template
Could your local businesses benefit from Citation’s services? Get in touch with them by downloading our template.
Share on social media
Spread the word on social media, letting your network know how we can help!
Colleague Rewards Terms & Conditions
Looking for the latest T&Cs? Look no further.
Got any further suggestions?
If there’s any other content you think we could create for you, let us know!