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BPM Full Manual – Community Connector Edition

Earn with the Platform That Rewards Your Investment.

Part I – Foundations

1. What Is a BPM?

A Business Portfolio Manager (BPM) is someone who builds and manages a personal portfolio of businesses they know, trust, and want to see grow. Think of it as building your own business asset a portfolio that represents the relationships, community, and opportunities you’ve chosen to invest your energy in.

When a business in your portfolio earns through one of our pre-built platforms, you earn the platform fee from those transactions. This means your portfolio isn’t just a list, it’s a living asset that generates value over time. BPMs act as the bridge between businesses and ReferMe. Many business owners don’t know where to start with technology or how to use platforms that can help them reach more customers. A BPM introduces the right platform, helps the business get set up, and provides light support when needed so that the business can succeed.

Remember

A BPM is not a salesperson. Your role is to introduce and educate, not to pressure or pitch.

A BPM is the bridge. You connect businesses with technology they might otherwise miss.

A BPM is an asset-builder. Every business you add strengthens your portfolio and builds long-term value.

A BPM focuses on benefit to the business first. If the business thrives, your portfolio thrives.

2. Purpose of a BPM

The purpose of a Business Portfolio Manager is simple: to help businesses succeed by connecting them to platforms that make growth easier. Every business you add to your portfolio benefits from tools they may not have the time, knowledge, or resources to set up on their own.

Your role exists because many small business owners are focused on doing the work cutting hair, training clients, teaching lessons, or fixing homes and don’t always have the chance to explore technology that could help them grow. As a BPM, you become the bridge between those businesses and the tools that put them in front of more customers.

At the same time, you are building something for yourself. Your portfolio becomes an asset, a collection of businesses you believe in and stand behind. The stronger your portfolio, the stronger your position as a BPM.

The purpose of a BPM is two-fold:

To introduce businesses to platforms that help them grow.

To build and strengthen your own business portfolio as a long-term asset.

3. The BPM Mindset

Being a BPM is about how you see yourself and the role you play in your community. You’re not just someone sharing links, you’re building a business portfolio, guiding others toward tools that can help them grow, and shaping your own asset in the process.

To succeed as a BPM, you need the right mindset:

What You Are:

An asset builder — every business in your portfolio adds long-term value.

A bridge — you connect businesses to technology that helps them thrive.

A guide — you introduce, educate, and support without pressure.

What You Are Not:

A salesperson — you’re not chasing commissions or pitching products.

A recruiter — you’re not signing people up for yourself.

A promoter of hype — you don’t promise income, shortcuts, or guarantees.

Your approach should always be grounded in trust, clarity, and service. When businesses see you as someone who wants to help, not sell, your portfolio grows naturally.

Part II – Getting Started

4. Setting Up as a BPM

Becoming a BPM starts with creating your account. Once you’re signed up, you’ll have access to your personal dashboard. This is your control center it’s where you’ll generate links to share, track your businesses, and see your portfolio grow.

Setup is quick:

Create your BPM account

Access your dashboard

Locate your personal share links for each platform

Once complete, you’re ready to begin building your portfolio.

5. Understanding Pre-Built Platforms

As a BPM, you don’t need to create the technology we’ve already done that. You simply connect businesses to the right pre-built platform inside of your portfolio. Each one is designed for a specific type of business:

  • ReferMe Marketplace: Built for service providers who work by appointment, by session, or by seat (like barbers, trainers, beauticians, and tutors).
  • Future Platforms: As more platforms launch, you’ll be able to add businesses that fit those models into your portfolio as well.

Your job is to know which platform fits which type of business and then introduce them to it.

6. Building Your Portfolio

Your portfolio is your asset. The businesses you add reflect who you believe in and want to see succeed. Start simple:

Choose businesses you already know or use

Add trusted service providers from your community

Look for professionals who could benefit from using our pre-built platforms

Over time, your portfolio will grow into a collection of businesses that not only benefit from the tools you share but also strengthen your position as a BPM.

Part III – Outreach

7. Who to Talk To

Your portfolio grows when you connect with businesses that fit the platform. For the Marketplace, that means service providers who work by appointment, by session, or by seat.

Examples of who to approach:

  • Independent Pros: barbers, beauticians, trainers, tutors
  • Lifestyle & Wellness: nail techs, massage therapists, fitness coaches, yoga instructors
  • Home & Repair Services: electricians, cleaners, plumbers, handymen
  • Lifestyle & Wellness: photographers, DJs, decorators, stylists

If they earn by booking clients one-on-one, by the hour, or in sessions, they’re the right fit for your portfolio.

8. Conversation Starters

Your role is not to sell it, it’s to introduce and educate. Keep it natural and simple.

Digital Approach

"Hey [Name], have you heard of the ReferMe Marketplace? It’s built for service providers like barbers, trainers, and beauticians to get booked directly by customers. I can send you a link if you want to see how it works."

In-Person Approach

"Do you know about the ReferMe Marketplace? It lets independent service providers list their services, set their schedule, and get booked online. I can send you a link if you’d like to check it out."

9. Say This / Never Say This

Say This

"Have you heard of the ReferMe Marketplace? It’s built for service providers to get booked online. I can send you a link if you’d like to see how it works."

" It’s really simple to set up, and you stay in control of your pricing and schedule. "

" If you’re curious, I can share more about how other businesses are using it. "

Never Say This

" Use my referral code. "

"I make money when you join. "

" This is a passive income opportunity. "

" Sign up so I can get credit. "

Part IV – Growth & Support

10. Follow-Ups

Once you’ve introduced a business to the platform, your job isn’t to push- it’s to stay helpful and available. Follow-ups should feel natural, supportive, and focused on education.

Just checking in — did you get a chance to look at the link I sent?

If you want, I can share tips on adding photos or services — it makes your profile stand out more.

I saw your profile live — it looks great! Excited to see how it works for you.

11. Helping Businesses Stay Active

Adding a business to your portfolio is just the start. A strong BPM helps businesses succeed by staying connected.

How you can help:

Answer simple questions about using the platform

Share ideas for updating services, hours, or photos

Encourage them to stay active so they don’t miss bookings

Check in occasionally to remind them their profile is working for them

Your goal is to make sure businesses see the value of staying on the platform long-term.

12. Tracking Progress

Your BPM dashboard is where you see the results of your effort. It tracks the value of the portfolio you’re building:

  • Businesses Shared: the service providers you’ve introduced
  • Portfolio Growth: how your network of businesses is expanding over time
  • Earnings from Transactions: the results when businesses in your portfolio get booked

The more you support your businesses, the stronger your dashboard looks and the stronger your asset becomes.

Part V – Professionalism

13. Final Tips

Success as a BPM comes from how you carry yourself. You’re not chasing signups — you’re building trust, educating businesses, and shaping a portfolio you can be proud of.

  • Be a guide, not a recruiter: your role is to introduce and educate, not to sell.
  • Know the platform: the more you understand it, the more confident you’ll sound.
  • Keep it simple: focus on the benefits that matter most to the business.
  • Build lasting trust: strong connections create long-term value for you and for them.

The more you support your businesses, the stronger your dashboard looks and the stronger your asset becomes.

14. Ethics & Compliance

BPMs represent professionalism. The way you talk about the platform matters. Staying ethical and compliant protects both you and the businesses you connect.

  • No hype: never promise income, success, or guarantees.
  • No misleading statements: be upfront about what the platform does.
  • No pressure: your role is to introduce, not to push.
  • Respect privacy: only contact businesses appropriately and keep conversations professional.

When in doubt, remember: if it feels like selling, step back and reframe it as educating.