Phase 1: Recruit — Finding the Right Partners
Not everyone is the right partner. The best partners are people who already serve business owners and need a better way to start conversations grounded in data, not assumptions.
Who Makes a Great Partner
Business Consultants & Coaches
They already sit across the table from owners. Assessments give them a diagnostic tool that works before the first billable hour.
M&A Advisors & Exit Planners
The Exit Pipeline suite gives them a structured intake process. Assessment data becomes the foundation for valuation conversations.
IT/MSP Providers
Cybersecurity, AI readiness, and IT health assessments give them a consultative edge over competitors who just quote projects.
Insurance & Financial Advisors
Lead gen assessments qualify prospects before the first meeting. The advisor walks in knowing the client's pain points.
Industry Association Leaders
Offer assessments as a member benefit. The association gets engagement data; members get actionable insights.
Franchise Consultants
Assessments help evaluate franchise candidates or benchmark franchisee performance across locations.
Conversation Starters That Work
"When you sit down with a new client, how do you figure out where to start? What if you could walk in already knowing their top 3 gaps?"
"Do your prospects ever struggle to articulate what they actually need help with? This gives them the language — and gives you the data."
"What if every lead that came to you had already taken a diagnostic that told you exactly where they are struggling? That is what this does."
Key insight: Do not sell the platform. Sell the outcome: "You walk into every meeting with data instead of guesswork." The platform is just how it happens.
Phase 2: Sell — Showing the Value
You are not selling software. You are selling a competitive advantage — the ability to start every client conversation with clarity instead of guesswork.
The Value Proposition (Keep It Simple)
For the Partner
- 50+ expert-designed assessments plus customized options they can offer under their brand
- Qualified leads with real diagnostic data — not just a name and email
- PDF reports they can use in proposals, coaching sessions, and strategy meetings
- A branded URL that works 24/7 as a lead generation machine
For Their Clients
- A clear, honest picture of where they stand — in 10 minutes
- Specific recommendations based on research-backed benchmarks
- No account required, no credit card, no strings attached
- The "First Home Run" — one action they can take this week
Pricing Structure
Licensed Partner Setup
- • 300 credits — 100 full assessment reports (3 credits each)
- • 12-month platform license included
- • Access to all 50+ assessments plus customized options
- • Branded URL and landing page
- • Lead tracking dashboard
- • PDF report downloads
- • Prospect outreach tools
Ongoing
Handling Objections
"$600 is a lot for something I have not tried."
Start as an Applicant for free. Take the assessments yourself. Send them to a client. See the leads come in. Half that $600 goes to 300 credits (100 full assessment reports at 3 credits each) — the other half is your annual license. Then decide if it is worth having that work for you.
"I do not have time to learn another tool."
There is nothing to learn. Share a link. People take the assessment. Their results show up in your dashboard. You download the PDF. That is the entire workflow.
"My clients will not take online assessments."
They already take personality quizzes on LinkedIn. This is 10 minutes with real business value. The completion rate is high because the results are immediate and useful.
"How is this different from other assessment platforms?"
Most platforms charge per seat, require accounts, and hide results behind paywalls. Here, the client sees everything for free. You get the leads and the data. The trust equation is reversed.
Phase 3: Onboard — Setting Them Up for Success
Onboarding is where most partner programs fail. The partner signs up, gets confused, and never sends their first assessment. Here is how to prevent that.
The Onboarding Flow
Partner fills out the application
Name, email, company, industry, phone. They select their industry and see recommended assessments immediately. They start as an Applicant with 4 corporate assessments and 20 trial credits.
Partner takes 2-3 assessments themselves
This is non-negotiable. They need to experience what their clients will experience. The onboarding success page explicitly tells them to do this.
Partner explores their dashboard
They see their branded URL, their assessment catalog, their (empty) leads list, and their credit balance. Everything is designed to make the next step obvious.
Partner sends their first assessment link
To one trusted contact. Not a blast email. One person. The Getting Started Guide coaches them through exactly how to do this.
Partner sees their first lead
This is the magic moment. When someone completes an assessment through their link and enters their email, it appears in the Leads tab with name, score, tier, and contact info.
Partner upgrades to Licensed (when ready)
After seeing the value, they upgrade from Applicant to Licensed ($600) to unlock all 50+ assessments plus customized options, 300 credits (100 assessment reports at 3 credits each), and a 12-month license. The upgrade button is always visible in their dashboard.
Post-Onboarding Support
Week 1 Check-in Call
Brief call to answer questions, review their assessment catalog choices, and ensure they have sent their first link.
Week 3 Engagement Check
Are they getting leads? Do they need help positioning assessments with their clients? Quick coaching touch-point.
Month 2 Review
Review their leads dashboard together. Identify which assessments are generating the most engagement. Adjust their strategy.
SuperAdmin Setup Checklist
When onboarding a new partner, here is everything the SuperAdmin needs to do — in order. Check each item off as you complete it.
Verify Application
Review the partner application in the Admin dashboard. Check their industry, company, and contact info. Confirm they are a legitimate business.
Go to AdminReview Industry Fit
Based on their industry, mentally note which assessments will be most relevant. You may want to pre-configure their assessment catalog after they upgrade.
Confirm Trial Access
Verify they received their access code and can log into their dashboard. They should have 4 corporate assessments and 20 trial credits as an Applicant.
Assign Slug (if custom)
If the partner wants a custom branded URL slug (e.g., /by for Billy Young), set it in the Admin partner management section. Default slugs are auto-generated from initials.
Send Welcome Email
Send a personal welcome email (not automated) with: their dashboard link, their branded URL, and the Getting Started Guide link (/guide).
Schedule Week 1 Check-in
Book a 15-minute call for 5-7 days after signup. Purpose: answer questions, confirm they have taken at least one assessment themselves.
Monitor First Activity
Check the Admin dashboard for their first assessment completions. If no activity by Day 3, send a nudge: "Have you had a chance to try the assessment yet?"
Process Upgrade Payment
When they upgrade to Licensed ($600), verify payment processed in Stripe. Confirm they now have 300 credits (100 reports at 3 credits each) and access to all assessments with a 12-month license.
Configure Assessment Locks (if needed)
Use the Admin lock feature to lock specific assessments that should not be disabled by the partner (e.g., if they are contractually required to offer certain assessments).
Set Up Discount Code (if applicable)
If offering a promotional discount (e.g., 50OFF for 50% off), create or verify the discount code in Admin > Discount Codes.
Enable Prospect Outreach
Once the partner is Licensed, their Outreach tab is active. Walk them through adding their first prospect during the Week 1 call.
Add to Partner Communication List
Add the partner to your ongoing communication list for platform updates, new assessment announcements, and quarterly partner newsletters.
The goal of onboarding is not just activation. It is confidence. When a partner feels confident enough to send their assessment link to a real client — without asking you first — onboarding is complete.