FIG. 00 — AFFILIATE PROGRAM

Get paid every month your clients stay.

Refer small businesses to a proven CRM and automation platform. We build, deliver, and support. You earn 10–30% recurring commission for as long as they’re clients.

Smart Start = EnGaged CRM + a done-for-you website + hands-on onboarding and support, for any business.

Commission is calculated on each client’s monthly subscription, plus 10% of the one-time setup fee. Paid monthly, on revenue that has cleared the bank.

We reply within 1 business day.

FIG. 01 — COMMISSION TIERS

Close more clients. Earn a bigger cut of every one.

Three tiers, no cap on clients, no cap on earnings.

Bronze

10%

Recurring MRR

0 to 10 active clients. Start earning on your first client.

Silver

20%

Recurring MRR

11 to 20 active clients. Your rate moves to 20% automatically.

Gold

30%

Recurring MRR

21 or more active clients. The maximum rate of 30%. No ceiling.

What you earn

Setup fee: you earn 10% of each client’s one-time setup fee.

Monthly: your rate applies to your active clients’ monthly subscriptions. At $397 per client per month:

10 active clients (10%): $3,970 in subscriptions, you earn $397 a month.
20 active clients (20%): $7,940 in subscriptions, you earn $1,588 a month.
30 active clients (30%): $11,910 in subscriptions, you earn $3,573 a month.

Tiers are based on active clients. If your active count drops, your rate follows the tier you are in. Paid monthly, on the same day every month, on revenue that has cleared the bank.

FIG. 02 — THE SETUP

You bring the relationship. We do everything else.

You introduce the client and close the deal. We build the system, onboard the client, and handle support. We’ve already built CRM and automation systems for Chambers of Commerce, campgrounds, music stores, and home service trades, so you’re selling something proven, not a promise.

Refer a client, close the deal, and earn every month they stay, while we handle everything after the handshake.

FIG. 03 — THE PORTFOLIO

One platform. Four products to sell.

Start with Smart Start. Pitch EnGaged Platform or Bookline on their own when a client only needs that. The three verticals below are Smart Starts built for specific niches.

Smart Start

FLAGSHIP

A done-for-you website, EnGaged CRM, automation, and hands-on onboarding, delivered as one system. Clients commit for a year, so your commission compounds for at least twelve months from the day you close. This is the easiest place to start.

1-year initial commitment

EnGaged Platform

The CRM with pipelines, marketing automation, and sales tools in one login. It comes bundled in every Smart Start and is also sold on its own for clients who only need the engine.

Standalone or bundled

Bookline / Voice AI

$297 / MO PER LINE

AI call answering that works for any business that takes calls. It picks up after hours, books appointments, and handles dispatch-style conversations. Every missed call becomes a recovered lead. Sell it as an add-on or on its own.

Add-on or standalone

Custom Solutions

Websites, software, and one-off automations, scoped per project. Use these to go deeper with clients you already own.

Per-project scope

Walk in with something built for their world.

These aren't generic CRM installs. Each vertical has its own Smart Start, so your pitch is specific from the first conversation.

Chamber Smart Start

A Smart Start built for Chambers of Commerce and associations. It includes a membership directory with member profiles, dues management, and listings.

Best for: Chambers that want to run membership and dues from one system and give members a directory worth being listed in.

Campground Smart Start

A Smart Start for campgrounds and RV parks. The campground software and EnGaged work together as one system, with point-of-sale and payments included. It’s made for operators juggling reservations, retail, and site management.

Best for: Campground owners tired of running the store, the sites, and the payments in separate places.

Front desk POS and CRM walkthrough

Booking a campsite, start to finish

Music Shop Smart Start

A Smart Start for music stores, built on WooCommerce and EnGaged, with a student instrument rental program that manages rentals between the store and the student.

Best for: Music stores with, or wanting to launch, a student rental program.

Where Bookline Fits

Any Business That Takes Calls

Bookline can be set up for any business that takes calls, so it’s your easy opener in every niche. It’s an especially natural fit for the trades, where missed calls and after-hours bookings hurt HVAC, plumbing, electrical, roofing, pest control, and landscaping alike. Lead with Bookline, then bring in a Smart Start when they’re ready for the full system.

FIG. 04 — THE PROFILE

We're not looking for everyone, just the right partner.

Three things matter: experience, skills, and mindset.

Experience

You've sold to small businesses before — as a rep, a consultant, or an agency owner. You know what a real buying conversation sounds like, and you've closed deals on your own pipeline.

Skills

You can open doors, run a clean discovery, and follow up without being chased. You explain things in plain language and you keep your word.

Mindset

You think in relationships, not transactions. You'd rather build a book of clients that pays you every month than chase one-time payouts — and you're coachable enough to learn our positioning and playbook.

FIG. 05 — THE UPSIDE

A partnership built for your income to compound.

A performance partnership. We invest in your success because your success is ours.

Recurring Commissions

10–30% every month clients stay, not just at close.

No Ceiling

No cap on clients or earnings.

Dedicated Support

Strategy sessions, product resources, and real-time help as you build your book.

Proven Product

CRM, automation, and AI that work for niche markets.

Full Training

Onboarding, product walkthrough, positioning, and objection handling from day one.

Remote & Flexible

Work anywhere, at your own pace.

FIG. 06 — FIT CHECK

Is this the right fit?

This is for you if…
This isn't for you if…
FIG. 07 — THE PATH

From first call to first commission in four steps.

01

Intro Call

15 minutes, no pitch. An honest conversation about your experience and the opportunity.

02

Product Walkthrough

We cover the platform, the verticals, positioning, and objection handling.

03

Affiliate Agreement

Simple terms covering your tier, upgrade thresholds, and expectations.

04

Close & Earn

Refer clients and collect recurring commissions. Reach 11 active clients for Silver and 21 for Gold.

FIG. 08 — FAQ

Questions affiliates ask.

How and when do I get paid?

Monthly, on the same day every month, on revenue that has cleared the bank.

What do I earn on the setup fee?

10% of the client’s one-time setup fee.

How do the tiers work?

Tiers are based on active clients: 0 to 10 earn 10%, 11 to 20 earn 20%, and 21 or more earn 30%. If your active count drops, your rate follows the tier you are in.

Can I sell EnGaged on its own?

Yes. EnGaged Platform is sold standalone and is also bundled in every Smart Start.

How fast will you reply to my questions?

Within 1 business day.

How fast will you reply to my questions?Within 1 business day.

Ready to build a book that pays you every month?

Start with a 15-minute call. No pitch, just an honest look at whether this fits.

We reply within 1 business day.

Bronze → Silver → Gold. Your rate grows and your income compounds.