I am looking to create a website around a referral program I offered this year that really worked for me. I wanted to automate the whole process and am looking for good solutions.
The business I provide is Income Tax Services inside the US.
The Referral Program
If someone refers a person to me I give the referral a $[url removed, login to view] or 10%discount whatever is greater for mentioning the referral, and I give the referee $[url removed, login to view] or 10% as a commission whichever is greater.
Each and every time the referral uses my services from then on the referral will continue to get a $50 or 10% discount whichever is greater, and the referee will continue to get a $50 or 10% commission whichever is greater. Basically a residual income.
Referees cannot be switched once entered and confirmed by the referral.
I spoke with PayPal today and they said they have a payment solution called Adaptive payment option. This allows me to get a payment, and the referee to get a payment commission once the referral pays their fee. A site that offers a similar payment system is [url removed, login to view]
The Process and Face book
I want someone to be able to go to my site and login using their Face book Account. Once they login they can upload their tax information using a secure upload interface portal. Once their return is prepared they will make payment. During their payment process they will be asked who referred them sort of like a promo code box. I want them to be able to select from their face book friends their referee or enter the referee's email address. The referee cannot be the same person as the referral (please let me know suggestions for this).
Once a referee is selected I want the referral to get an adjusted $[url removed, login to view] discount, and I want to have the selected referee to get a face book post or email from the referral saying that their $[url removed, login to view] is ready to be withdrawn once the referee pays.
In addition I want the referral to get a face book post saying they just used tax fantastic CPA's to prepare their tax return.
The Referee can then log into my site using their corresponding face book account, or email address as provided by the referral and see their balance is sitting in their back office account. They then input their PayPal information, and confirm that they want their referral bonus sent to their PayPal account. The transaction will be noted in their back office at this time, and monies sent.
The number 1 concern for this site is to take payment, process the discount and commission, and to post facebook status updates on the referral and referee's page.
Do NOT worry about how we are going to get the tax information. I have several options for the referral to submit their secure documents, via fax, email, or upload which I will integrate after you complete this project.
Let me know if there are any questions or concerns about this in order to place your bid.