Referral Partner
Best when the partner simply wants to route a good-fit client and get a clean first-project share after payment lands.
Open Referral BoardSignal Foundry
Revenue Partner Close Pack BoardForwardable partner pack
This page compresses the partner-facing close path into one pack: who the fit is, when to use referral versus white-label, what proof to send, and how to move into payment once the collaboration model is clear.
Pack Map
Best when the partner simply wants to route a good-fit client and get a clean first-project share after payment lands.
Open Referral BoardBest when the partner wants the sprint delivered under their own brand while keeping the client relationship and markup control.
Open White LabelBest when an advisor or operator sees the bottleneck clearly and wants a defined implementation layer without doing the build.
Open Founder OperatorBest when the partner has an account that is slipping and needs a tighter rescue sprint quickly.
Open Agency RescueForwarding Logic
If you have clients leaking revenue between interest and paid start, this is a clean sprint to tighten that path without building a whole new internal offer.
If you keep spotting the same handoff or close-path problem across clients, this gives you a defined route for fixing it.
If you own the advisory layer and want a delivery arm behind it, this page gives the fastest explanation of how the collaboration works.
Proof And Commercials
If the partner needs confidence in the model, route to one proof asset instead of flooding them with links.
Open Partner Proof Open Proof To Payment Open Partner FAQIf the partner needs to choose the deal path, route into the deal desk or partner board first.
Open Deal Desk Open Partner Qualification Open Partner PayoutIf the partner likes the model but still needs a founder, operator, or finance approval, route here next.
Open Partner ApprovalIf the full close pack is too heavy for the first introduction, use the intro-pack page and keep the forward tighter.
Open Partner Intro PackIf the partner does not need another page but does need exact wording for the first send, use the intro-message page next.
Open Partner Intro MessagesIf the pack was already sent but the buyer has gone quiet, use the intro-follow-up page before reopening the whole close.
Open Partner Intro Follow-UpIf the buyer is warm and the next job is defining the deal, use the intro-conversion page before jumping straight into handoff.
Open Partner Intro ConversionIf the buyer is interested but the first paid step still feels too broad, route to the intro-scope page next.
Open Partner Intro ScopeIf the buyer likes the first paid step but still has to show it to a founder, finance lead, or operator, route here next.
Open Partner Intro Approval PackIf interest exists but the deal is stalled by control, payout, or white-label risk concerns, use the objection page next.
Open Partner ObjectionsIf this is not a one-off intro and the partner may keep routing the same deal type, use the repeat channel page next.
Open Channel RepeatIf the model is already clear, move straight to payment and scope confirmation instead of adding another call.
Open Partner Activation Open Partner HandoffShort Close Lines
This works best when you already know the client-side bottleneck and need a narrow sprint that is easy to route or resell.
The only real choice is whether this should be a referral path or a white-label fulfillment path.
If the collaboration model is clear, the next step is payment and kickoff, not another round of abstract discussion.