What stays with you afterwards
Enquiries carrying a source tag
The tag is set at the moment of the enquiry and cannot be changed afterwards. An honest settlement rests on that, not on an agreement to remember.
A settlement both sides can see
The share is calculated from payments, and the figure sits where the enquiries are. Reconciliation stops being a monthly ritual.
Analytics by channel and campaign
You can see which part of the flow became a payment and which did not. The conversation about where to move effort runs on data rather than impressions.
The partner’s team, uncapped
Add as many people as you need — there is no charge per seat. That is how our own partner portal works.
When people come to us with this
Four situations where a partner portal pays off first.
Dealers order by email
The request arrives by mail or in a messenger and somebody copies it into a spreadsheet by hand. The copying error surfaces a month later, in the settlement.
The settlement is a job of its own
Once a month spreadsheets from different places are reconciled, and each side counts its own way. The conversation starts with the reconciliation instead of the business.
"That customer was mine"
There is nothing to tag the source with, so who a customer belongs to becomes a matter of faith. One argument like that sours a relationship for a long time.
The partner has their own team
They need to add their staff, and a charge per "seat" turns that into an argument about money instead of a conversation about the work.
A clear order, no surprises
1 · A conversation
Half an hour about who asks you what, and how often: customers, dealers, partners, staff. No access to your systems is needed at this step.
2 · A map of the questions, and the first screen
We show which questions eat your people’s time and pick what the portal closes first — usually the status of the work and a place to put files. The map stays with you either way.
3 · We take it into service
We build the portal, connect it to your systems, open it to the first users and stay around: we watch what they actually use and tell you what changed and why.
The figure is named in a quote for your task, once it is clear who signs in, what they do there and which of your systems the portal talks to. There is no price list here on purpose: the spread of work is very wide, and an "average price" would mean averaged work.
What we do ourselves and what we do with partners
We do this ourselves
The partner portal is our own product, and it is the same portal the agency’s own partners work in: enquiries and leads with source tags, customer records, finance and the share calculation, campaign analytics, tasks in progress. How it works for us, and on what terms we work with partners, is written on our partners page.
We carry the source tag all the way into the customer record — which is why the settlement adds up instead of being "roughly like that".
We build this out for you
Everybody’s rules differ: a share of the payment, a flat fee, tiers by volume. We build in your formula rather than a "standard" one, and test it against your own past months before launch.
We run this with a partner
If it turns out the portal will not pay for itself in your line of business, we will say so plainly. "We are not taking this on" is also an answer, and an honester one than a polite proposal.
Where a partner does part of the work — say, your accounting system is extended by its own contractor — we stay your single point of contact: we set the task, watch the timing and answer to you for the result. The contract names the contractor honestly — no "we do everything in-house".
What people usually ask
How is the partner’s share calculated?
How many of the partner’s staff can be added?
Where do the contract and the closing documents live?
Let us look at your task
Half an hour about who asks you what and how often — no access to your systems and no commitments.
We call back during working hours. Company details are optional — if you give them, we read the open registries first and come to the conversation prepared.