Thinking of a client who needs better systems?

This form is for accountants and advisors who want to connect a client with The Software Coach for help with business systems - whether it’s upgrading from spreadsheets, getting more out of Xero, or finding the right job management or inventory platform.

Who it’s for:

• Your client is ready for a change (or should be).

• They need better visibility, control, or efficiency.

• You trust us to take it from here and keep you in the loop.

How we’ll use this info:
We’ll use the details you provide to get in touch with your client for an initial conversation. No mailing lists, no sales pressure – just a practical, thoughtful discussion to understand where they’re at and what they might need. If you'd like to stay in the loop, just tick the box and we’ll keep you posted.

It’s a quick handover. You refer, we coach, they thrive.

We’ll treat your referral with care. We only use this info to make a warm, respectful first contact and won’t add them to any lists.