Step 1
Register Your Contact
Complete the Register a Contact form in ProEdge. That connects the contact directly to you in the system.
Referral model
Make the introduction. Their sales team runs the deal.
PPB is built for people who already have access — the ones whose calls get answered. You don't become a closer, an account manager, or a support rep. You bring someone you already know, and our partner's sales team takes it from there. Every step is tracked in ProEdge so you can see where your contact stands without asking anyone.
How It Works
Six steps built around warm introductions.
Once your PPB agreement is signed, you'll have access to ProEdge — and referring a business works like this:
Step 2
Conflict Check
We confirm no other rep has already approached and registered that doctor or business. Credit goes to whoever brought it in first, and your contact is protected while you work it.
Step 3
ProEdge Match
ProEdge's proprietary matching engine analyzes the contact's business — what they do, the services they provide, how they operate — and identifies which of our nine programs is the strongest fit for their practice or business.
Step 4
Green Light
Once the conflict check clears and the match is set, you get the green light. ProEdge gives you what you need to make the approach — including an interest letter built around that contact's specific needs and a short video explaining who we are and how we're different.
Step 5
Set Up the Video Sales Call
You reach out to your contact and set up the call with that business's sales team. We want you on the call to make the introduction — then their team takes it from there. PPB never contacts your relationship. That approach is always yours.
Step 6
Their Team Closes
That business's sales team handles the presentation, the questions, the paperwork, the onboarding, and every piece of follow-up. You're compensated once your contact begins participating in one of our programs.