Overview

Partner Agencies have a unique option to offer sub-agencies additional services for onboarding their customers and operating the software for them. To ensure this process is done effectively and clients are gaining traction we have detailed a precise process that should work with any account.

Stage I: Onboarding the Agency

When you have an agency ready to move on their first set of clients, you can sell them a base package of account slots to ensure they area paying customer day one. Here are the options for selling or reselling slots:

• Option A: Sub-Agency Orders on GumRoad using Partner Affiliate Link

  • Your agency provides the sub-agency with your affiliate link
  • Sub-agency orders account slots using your link and discount code
    • You will earn 8% of their spend and receive this payout every month they are subscribed
    • The sub-agency will use your discount code, giving them incentive to only order with your link and code.
    • Apply for GumRoad Affiliate here

• Option B: Sell Account Slots and Usage on your own Infrastructure

  • Your agency creates a different pricing structure based on your offer
  • Upsell management fees, customer support or other products in one sale
  • Choose minimums and recurring intervals based on your desired commitments from su-agencies
  • Your agency will order account slots from Gumroad using a standard link (don’t use your own affiliate link as Gumroad will terminate your service)
    • If you will only use Option B, Quantum Horizons will give your agency a more aggressive discount on orders based on expected volume
    • You will setup all agency accounts on OGViewer and will be fully responsible for their management
    • As a partner agency, you can dictate any pricing model you see fair. All we ask is that you price your options on value and if using Option B, please consider using discretion when sharing context on OGViewer agency structure with sub-agencies to avoid back-dooring.

Once the sub-agency account is created and slots are ordered, the credentials will be passed along to the partner agency only. The partner agency will then need to either keep the credentials in house (if using Option B with cloaking, for example) or pass along the login information to the sub-agency if working in tandem.

<aside> ⚠️ Important: If you are unsure of which option is best, ask these questions internally.

• Do you want the sub-agency to work with your agency only, as a white-label partner?
  • If YES, then you should avoid giving this agency access to OGViewer at the purchaser level.
• Do you plan on selling more than just account slots and management fees?
  • If YES, then you should avoid giving this agency access to OGViewer at the purchaser level.
• Do you plan on operating the fulfillment of the sub-agency as a full-service enterprise?
  • If YES, then you should avoid giving this agency access to OGViewer at the purchaser level.

Quantum Horizons will not prevent a sub-agency from entering around the partner agency if the partner agency has decided to allow them the option to do so.

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Stage II: Setting up the Client Fulfillment Process

Once the sub-agency has ordered their first accounts and is ready to onboard their first clients, you will need to give them the process to configure profiles within your Agency Dashboard.

(Service Provider Pro is the default option for Partner Agencies unless you have elected to use your own infrastructure)