Use a unique referral code to introduce your clients, friends and peers to Karbon. In this article, you'll learn more about the benefits of the program, how to refer and get an email template you can use when referring.

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Benefits of referral program

When you refer someone to Karbon we'll ensure they get up and running quickly, efficiently and confidently with a premium onboarding package, worth more than $1000, completely free.

The package includes:

  • Onboarding setup, training, support including assisted data import ($299 value)

  • 30-minute process consultation ($299 value)

  • 1-hour dedicated training session ($499 value)

And to thank you for advocating Karbon, your account will be credited for every individual user who signs on.

For every company you refer that becomes a paying customer of Karbon, you will get a $50 USD user credit for the number of users who become paying customers. That means if you refer a company with 5 users, you get $250 USD in Karbon credit; refer another with 20 users, you get $1,000 USD in credit.

There are no restrictions or caps on this offer. User credits will be provided directly to your Karbon account after your referred company have been a paying customer for one month. Learn more about the benefits of the Karbon referral program.

How to refer

To begin referring companies to Karbon, simply provide them with your unique link which they must use to sign up for their free trial. To find out your unique link, simply send an email to referrals@karbonhq.com.

Email template to use for referrals

To make it easier for you to refer others to Karbon, you can use the below email template. Just be sure to add their referral link.


Hi there,

As you may know, our firm uses Karbon for our practice management and workflow, and I think it would be a great fit for you too.

To help you get up and running quickly, efficiently and confidently, you'll receive a premium onboarding package worth more than $1,000, completely free.

All you need to do is start your trial at this link. <Add link>

If you have any questions about how we're using and benefitting from Karbon, let me know. You can also check them out here.

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