New Referral Partner Onboarding
Onboards new referral partners with welcome kit, referral process, co-branded materials, and unique tracking link
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Onboards new referral partners with welcome kit, referral process, co-branded materials, and unique tracking link.
How It Works
1
Partner Signed
New partnership agreement
2
Welcome Kit
How to refer, unique link, co-branded materials
3
Create Record
Partner type, referral link, agreement terms
4
Partner Landing Page
Create dedicated page for partner's referrals
5
Welcome SMS
'Your referral link: {{link}}. Excited to work together!'
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.