A referral marketing engine built for professional services firms.

Zealot helps you find, activate and incentivize your most passionate and profitable personal referral sources.

92% of people trust referrals from people they know.

But only 10% of advisers ask their network to share the love.

If you’re a financial adviser, accountant, lawyer, property professional, investment manager or consultant, we shouldn’t have to tell you how valuable referrals from your clients and professional network are. These referrals convert five times more clients than any other marketing channel, they’re worth 25% more … and they sell for you! But most advisers don’t empower their biggest promoters.

Until Now.

Zealot equips professional services and advisory firms with an end to end platform to maximise the full commercial potential of their marketing network.

1

Identify

Identify high potential yet dormant referrers

2

Engage

Engage motivated potential referrers

3

Reward

Reward active referrers in meaningful, customised and measurable ways

Subscription Features (beta)

  • Generate and manage client feedback
  • Generate positive, public reviews from top clients
  • Engage and manage Zealots (your referrers)
  • Manage incoming referrals
  • Zealot referral portal on your website
  • Administer and manage Zealot rewards
  • Upload marketing templates and materials

Custom setup and integrations with client CRM available on request.

Increase your leads from your clients by over

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89% of clients say they're wiling to refer, but less than 20% do when you don't ask them. Based on conservative projections, Zealot is expected to increase your leads by at least 80% in year one, and 236% by year two.

"Exactly What We Need"

We spent years looking for the right referral marketing platform, but all were designed for e-commerce and retail. Zealot is built for the unique needs of professionals and service-based companies, and is exactly what we need.

Bushy Martin, KnowHow Property Finance

It takes more than a cheap bottle of wine.

The Life Time Value of a professional services client is worth between $15,000 and $150,000+. Motivating your client and professional networks could add millions in revenue. But tacky gifts with an adhoc plan won’t motivate or make it happen. Power up with Zealot, and accelerate your growth.

Andrew Montesi

Founder and CEO

Andrew has spent 15 years helping professional services firms and their advisers grow their businesses. After looking for a referral marketing platform for his clients, and not finding anything suitable, he decided to build his own.

Join the Waitlist

We’ve just started launching our first subscribers on Zealot! Want to join them? Sign up for the waitlist and we’ll be in touch soon.