Managed IT Referral Program for Coast2Coast MSP

How It Works

1. Make the introduction. Fill out the referral form below, or simply email or call Jason directly. Let the business know we’ll be reaching out.
2. We have a conversation. We’ll talk with them about their business and their IT, and see whether we’re a good fit. No pressure, and we’ll keep you posted.
3. You get thanked. If they sign a managed IT agreement, you receive one month of their monthly fee for each contract year, paid to you or donated to the charity of your choice.

Your Reward

You receive one month of the new client’s monthly managed IT fee for each year of their contract.

Example: if a business you refer signs a 3-year agreement at $2,500 per month, you’d receive $7,500 in total — $2,500 at 90, 180 and 270 days. (Illustration only; every client’s agreement is quoted individually.)

Rewards are based on the client’s monthly fee when they sign, and each payment is made as long as the client is still active and current on their invoices on that date.

Cash or charity — your choice. Take your reward by check or ACH, or have us donate it in your name to a charity you pick (we recommend a registered 501(c)(3)). We’ll send you the donation receipt.

Frequently Asked Questions

Do I need to be a client to refer someone?

No. Anyone can refer a business — clients, business partners, friends, anyone.

When do I get paid?

Your first payment comes 90 days after the referred business’s managed IT agreement begins. For 2- and 3-year agreements, additional payments come at 180 and 270 days. Each payment is made as long as the client is still active and current on invoices at that time.

How much will I receive?

One month of the new client’s monthly managed IT fee for each contract year, up to three months for a 3-year agreement. The amount is set by their monthly fee when they sign and doesn’t change if their fee changes later. Because every agreement is quoted individually, we’ll confirm the amount with you once they sign.

Can I donate my reward instead?

Yes. Choose a charity — we recommend a registered 501(c)(3) — and we’ll make the donation in your name and send you the receipt.

What if I’m not sure whether you already know them?

Refer them anyway. If they sign, you’re thanked, even if we’d already been talking with them.

What if someone else refers the same business?

The first referral we have on record wins. Every referral is logged with a date and time in our system the day we receive it, whether it comes through the form, by email, or by phone.

Do I need to fill out any paperwork?

For cash payments, we’ll need a W-9 from you before the first payment. If you receive $600 or more from us in a calendar year, we’ll send you a 1099. Donations don’t require a W-9.

What if the business isn’t a fit?

We’ll be honest with them and with you. Coast2Coast decides whether a referred business is a good fit for our services, and sometimes the best help we can give is pointing them somewhere else.

Referral Program Terms

Coast2Coast MSP Referral Program — Terms, effective November 1, 2026.

1. Who can refer. Anyone can refer a business — clients, partners, friends, and others. You don’t need to be a Coast2Coast client.
2. What counts as a referral. A referral is submitted through the form on this page, or by emailing or calling Jason directly. Email and phone referrals are logged in our system the same day.
3. First referral wins. If more than one person refers the same business, the first referral documented in our system (by date and time) is the one that counts.
4. Eligible businesses. The referred business must be new to Coast2Coast, not a current client. If we were already talking with the business when your referral arrived, that’s fine — you’re still thanked if they sign.
5. Fit. Coast2Coast decides whether a referred business is a fit for our services. We may decline to work with any business for any reason.
6. When a reward is earned. A reward is earned only when the referred business signs a managed IT agreement with Coast2Coast.
7. Reward amount. You receive one month of the new client’s monthly recurring managed IT fee for each contract year: 1-year agreement, 1 month paid at 90 days; 2-year agreement, 2 months paid one each at 90 and 180 days; 3-year agreement, 3 months paid one each at 90, 180 and 270 days. Days are counted from the start date of the managed IT agreement. The reward is based on the client’s monthly fee at signing and stays the same even if their fee changes later.
8. Client must be in good standing. Each payment is made only if the referred client is still active and current on their invoices on that payment date. If they aren’t, Coast2Coast reviews that payment and decides whether it’s paid or skipped. A skipped payment isn’t made up automatically later.
9. Cash or charity. You choose to receive each payment by check or ACH, or as a donation in your name to a charity of your choice (we recommend a registered 501(c)(3)). We’ll send you the donation receipt.
10. Taxes. Cash payments require a completed W-9 before the first payment. If you receive $600 or more in cash from Coast2Coast in a calendar year, we’ll issue you a 1099. You’re responsible for any taxes on cash rewards.
11. No self-referrals. You can’t refer your own business, a business you own part of, or yourself.
12. Referring your own employer. Employees of a business can’t receive a reward for referring their own company where that would create a conflict of interest — for example, if you’re involved in choosing or approving the IT provider.
13. Check your own rules. Some employers and professions have rules about accepting referral fees. Please check that you’re allowed to accept a reward before you do. Choosing the charity donation option may help in some cases.
14. Changes. Coast2Coast may change or end this program at any time. Rewards already earned under signed agreements will be honored under the terms in place when the referral was made.
15. Questions. Contact Jason Radney at sales@coast2coastmsp.com or 813-582-5351.