A simple way to say thank you
Most people find 321 Savings through personal referrals.
When clients take the time to introduce friends, family, or colleagues, it means a great deal.
The Client Referral Thank-You Program is our way of expressing appreciation for that trust.
How the program works
If you know someone who may benefit from a conversation with 321 Savings, you’re welcome to make an introduction.
When that introduction results in a completed consultation and a qualified client relationship, a thank-you gift may be provided.
There is no obligation to participate, and referrals should always be made thoughtfully and respectfully.
Who this is appropriate for
Referrals are most helpful when they are:
Made with the other person’s knowledge and permission
Shared because you believe the conversation would be genuinely helpful
Offered without pressure or expectation
Focused on support, not persuasion
The goal is to create value for everyone involved.
Important notes
Thank-you gifts are discretionary and may vary
Referrals must result in a completed consultation and enrollment to be eligible for a thank you gift
Program details are subject to change
Participation is optional and not required to receive services
This program is not intended as an incentive for solicitation
Clarity and compliance are priorities.
How to make an introduction
If you’d like to refer someone, the easiest approach is a simple introduction.
You may:
Send a brief email introduction
Share the website and booking link
Ask the person to book a call directly if they’re comfortable
If you have questions about the process, you’re welcome to reach out.
Thank you for your trust
Referrals are never expected, but they are sincerely appreciated.
Whether or not you participate, the focus remains the same: providing clear guidance, honest conversations, and respectful service.