Access your free AI referral agent

Never have to do cold outreach ever again. At Menlo IQ, we believe that driving sales through referrals is the best way to grow.

How Menlo IQ Works

STEP ONE

Create a free referral campaign

When you sign up, you’ll create a referral campaign for your partners to use in generating referrals for you. At the campaign level, you’ll define the target customer you want to be introduced to.

Your campaign can be shared via a referral link, a form on your website, or even a business card. You and your partners can track all referrals directly within the campaign.

STEP TWO

Invite referral partners for free

A referral partner is anyone who completes the sign-up process.

You can also choose to make referral introductions for them through their campaigns.

STEP THREE

Sync your contacts privately for AI analysis

You and your partners can sync contacts to identify referral opportunities. These contacts remain private and are not shared.

STEP FOUR

Exchange referrals using AI recommendations

When a referral opportunity is identified, Menlo IQ uses AI to research and score the lead based on its fit for you or your partner. Your partners can then make intros to you via email.

Once the lead converts, it can be attributed to the referral partner and tracked within the Menlo IQ referral CRM.

STEP FIVE

Close deals and stay motivated

As deals progress through the sales pipeline, your partners can view information about the deals they referred.

The Easiest to Use AI-Powered B2B Referral Software on the Market

“My team and I built this product after working with hundreds of B2B companies. We used it to run our multi-million dollar B2B startup. I guarantee from first hand experience it will help you grow.”
Lucas James, Founder of Menlo IQ and Twiz Marketing (Sold June 2024)

See our product in action for free

Watch a quick interactive video demo

Frequently asked questions

What AI system does Menlo IQ use to analyze contacts for potential referrals?

We use OpenAI, the Google Search API, and other GDPR-compliant software to analyze publicly available information. This analysis is consistent with the terms of service of LinkedIn and other platforms.

What happens if I want to stop working with a partner? Can I remove them easily?

Yes, you can manage your partners within the app and remove them at any time. In the Team section of the app, you can adjust a partner's access level to leads they’ve referred. If you remove a partner, you can always re-add them later.

What industries are allowed to track commissions in Menlo IQ?

Only companies in industries where paying commissions for referrals is legally permitted can use Menlo IQ for this purpose. Users found violating applicable laws will be removed from the platform. To determine whether you are legally allowed to pay referral commissions, please review our terms of service. Note that this is not a comprehensive list, and you are responsible for ensuring compliance with all relevant laws.

Grow your business together.