LINK Lake Norman™ — Business Partner Application

1

Your Business — The Basics

Contact details and how to find you

Your Contact Information

Your Name * Please enter your name.

Your Role / Title * Please enter your role.

Business Email * Please enter a valid email.

Phone Number * Please enter your phone number.

Your Business Details

Business Name * Please enter your business name.

Website (optional but preferred)

Business Phone (if different from above)

Business Address / Primary Location * Please enter your business address.

Business Type * Please select a business type.

Years in Business * Please select years in business.

Number of Employees

LinkedIn Profile (optional)

Step 1 of 7

2

What You Do — Services & Industry

Help LINK understand your business clearly so we can refer you with confidence

Industry / Category

Primary Industry Category * Please select your industry.

Additional Services or Specialties (optional — comma separated)

List anything not covered by your primary category above.

Business Mission & Description

Business Mission Statement *

This is what we'll use when introducing you to our network. Be clear and specific.

Please enter your mission statement.

Full Business Description *

Aim for 3–5 sentences. This appears in your member directory listing.

Please describe your business.

What Makes Your Business Unique? * Please describe what makes you unique.

Step 2 of 7

3

Who You Serve — Clients & Community

LINK needs to know exactly who your ideal client is so referrals land right

Client Types — Check All That Apply

Describe Your Ideal Client *

Be specific. The more we understand who you're built for, the better the referrals we can send.

Please describe your ideal client.

Service Area & Geographic Reach

Primary Service Area * Please select your service area.

Do you travel to clients? * Please select a travel preference.

Notable Client Types or Industries Served (optional)

You can keep specific client names confidential — we're asking about types/industries.

Approximate Number of Clients / Projects Per Year

Step 3 of 7

4

Your Outcomes — Results & Proof

LINK only refers businesses we can stand behind — tell us what you deliver

Describe a Specific Client Outcome or Success Story *

Example: "A local restaurant came to us with a broken HVAC system in July — we had them back up in 4 hours, avoiding $12,000 in spoiled food."

Please share at least one client outcome.

What results do your clients consistently report? *

Measurable results are powerful — percentages, time saved, revenue gained, problems eliminated.

Please describe client results.

Credentials & Social Proof

Licenses, Certifications, or Credentials (optional)

List any professional licenses, certifications, or credentials that validate your work.

Do you have client testimonials or reviews? * Please select an option.

Google Reviews Rating (if applicable)

Review/Testimonial Links (optional)

Describe your typical process — how does a client engagement work? *

This helps LINK understand what a referral experience will look like for our community members.

Please describe your process.

Pricing Structure * Please select a pricing model.

General Price Range (helps LINK match you with appropriately-budgeted referrals)

This is not public-facing — it helps LINK refer appropriately sized clients to you.

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5

Your LINK Connection — How We Know You

LINK is a relationship-based network — help us understand your connection to this community

Prior LINK Relationship

Have you worked with or been served by LINK Lake Norman™ or its Founder before? *

Yes — I've worked directly with LINK Lake Norman™ or the FounderWe collaborated on a project, event, program, or engagement.

Yes — I've attended a LINK event, program, or Visionary CircleWe've been in the same room. I'm part of the LINK community.

I know of LINK — but we haven't worked together directlyI'm familiar with LINK Lake Norman™ but this is my first formal engagement.

New — I'm just discovering LINK Lake Norman™This application is my first connection to LINK.

Please select an option.

Describe your prior LINK connection or experience

Referral Source

Were you referred to LINK by someone? *

Yes — someone referred me to LINKSomeone in the LINK community or network pointed me here.

No — I found LINK on my own

Please select an option.

Who referred you?

Their relationship to you

How did you hear about LINK Lake Norman™? * Please select how you heard about LINK.

Community Alignment

Are you actively involved in the Lake Norman community? (optional)

LINK values businesses that are rooted in and give back to the community they serve.

Do you have any potential conflicts of interest with other LINK network members? (optional)

Step 5 of 7

6

Membership Level & Affiliate Terms

Select your desired membership tier and referral agreement preferences

Select Membership Tier

Community Partner — $250/yearLINK-Vetted badge · Directory listing · Logo upload · Basic referral tracking · 1 promo/quarter · Job lead board access

Network Partner — $500/year ⭐ Most PopularEverything in Community + Featured directory placement · Newsletter spotlight · Unlimited job leads · Client list visibility · Priority referral routing · 2× annual email campaigns

Executive Partner — $1,000/year 💎 PremiumEverything in Network + Top directory placement · 4× dedicated email campaigns · Custom portal branding · Quarterly strategy call with Founder · Visionary Circle invitations

Not sure yet — I'd like LINK to recommend the best fit for my business

Please select a membership tier.

Affiliate Referral Agreement

Preferred Affiliate / Referral Fee Model *

Option A — Per-Project Referral %You pay LINK a percentage of the contract value each time a referred client signs with you. You set your rate.

Option B — Annual Revenue Share %Pay LINK a flat percentage of total revenue generated from LINK referrals over the membership year.

No affiliate agreement at this timeI prefer to keep referrals informal for now. I understand this may affect referral priority.

Please select an affiliate model.

Proposed Referral % Rate (optional — can be set in portal)

Annual Cap on Referral Fees (optional)

Directory Visibility Preferences

Show phone in directory

Show email to members

Show client types served

Show job leads publicly

Show discounts & promotions

Receive LINK referrals

Membership Discount or Offer for LINK Members (optional)

Offering a member discount makes your listing more attractive and signals community commitment.

Step 6 of 7

✓

Review & Submit Your Application

Review your information, agree to LINK's standards, and submit

Your Application Summary

Anything else LINK should know? (optional)

By submitting this application, I confirm that all information provided is accurate and truthful. I understand that LINK Lake Norman™ will review this application and reserves the right to approve, decline, or request additional information. Approval is not guaranteed. LINK Lake Norman™ is a curated, relationship-based network and all members are held to the highest standard of integrity, professionalism, and community alignment.

I understand that if approved, I will be invoiced for my selected annual membership fee before my listing goes live. I agree that LINK may use my business name and approved description in directory listings, newsletters, and community communications.

I agree to uphold the LINK Lake Norman™ standards of quality, integrity, and community trust. I understand that any violation of these standards may result in removal from the network without refund.

I confirm that all information in this application is accurate, truthful, and represents my business fairly.

Step 7 of 7

Business Partner
Membership Application

Application Received!