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EngagePro CRM Partner Playbook

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Your complete guide to marketing, selling, and supporting the modern CRM for local businesses
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EngagePro Partner & Affiliate Programs

Choose the program that fits your business model

Partner Program

If you’re a sales professional, consultant, or agency who wants to actively sell and support clients, the Partner Program is the best fit.

As a Partner, you'll receive:

  • Qualified leads directly from EngagePro
  • Bi-weekly training sessions on how and where to sell
  • Technical support from our implementation team
  • 30% recurring commissions on all sales
  • Co-branded materials and a dedicated Partner Portal
  • Access to sandbox and feature training

Partner tiers start at $25/month

Silver, Gold, and Platinum options based on your desired support level and lead volume

Affiliate Program

If you prefer to promote EngagePro CRM online without managing client relationships directly, the Affiliate Program is ideal.

Affiliates earn commissions simply by referring new customers through your unique link.

This program is perfect for:

  • Content creators, influencers, and bloggers
  • Email marketers or newsletter owners
  • Educators or online business advisors

You'll receive:

  • Marketing materials and tracking links
  • A real-time commission dashboard
  • Fast commission payouts per sale

Free to join

Designed for those who focus on content-driven promotion rather than direct selling

In Short

Aspect

Affiliate Program

Partner Program

Sales Method

Online promotion via links

Direct sales and consultations

Best For

Influencers, content creators

Agencies, consultants, sales professionals

Invest
ment

Free

$25–$85/month

Support & Tools

Marketing materials, tracking links

Leads, sandbox, training, co-marketing

Comm
ission

Per sale

30% recurring commission

Ready to Get Started?

👉 Join the Partner Program
👉 Join the Affiliate Program
Would you like to schedule a short call this week to walk you through which program best fits your business model?

Partner Program: Receive lead referrals, training, and full support to actively sell and support clients.

Affiliate Program: Share links and earn commissions passively through content-driven promotion.

Introduction

The EngagePro CRM Partner Playbook equips resellers, agencies, and service providers with a structured framework to market, sell, and support EngagePro CRM — a unified CRM and automation platform designed for small and mid-sized local businesses. This guide covers the product’s market positioning, partner program structure, sales plays, marketing tactics, and success frameworks to help partners generate consistent revenue and build long-term client relationships.

Product Overview

EngagePro CRM: The Modern CRM for Local Businesses

EngagePro CRM empowers businesses to capture, nurture, and convert leads while automating customer communications and reducing operational inefficiencies.

Core Value Proposition:

“All-in-one CRM for local and hybrid businesses — automate follow-ups, reduce no-shows, and unify customer conversations.”

Key Target Industries

Retail shops and eCommerce

Salons and spas

Fitness studios

Restaurants and cafes

Home and field services

Marketing and digital agencies

Core Product Features

Missed Call → Instant Text Back

Never lose a lead again. Instantly text customers who call after hours.

Unified Inbox (SMS, Messenger, Chat)

Manage all conversations from one platform.

Booking & Scheduling

Reduce no-shows with reminders and rescheduling automation.

Review Management

Automatically request and reply to Google and Facebook reviews.

Payments & Text-to-Pay

Simplify billing with text payment links and QR codes.

Reporting Dashboard

Track performance across calls, bookings, reviews, and campaigns.

Partner Program Overview

Partner Tiers and Benefits

Silver

1–5 deals closed
  • 30% recurring commission
  • Partner Portal access
  • Limited leads

MOST POPULAR

Gold

6–15 deals closed
  • 30% recurring commission
  • Co-marketing funds
  • Feature training
  • 100 leads/month

Platinum

16+ deals closed
  • 30% recurring commission
  • Joint webinars
  • Dedicated lead flow
  • 300 leads/month
  • Personal EngagePro instance

Service Packages (Commissionable)

Partners earn 30% recurring commission on all EngagePro CRM service packages.

AI Launchpad

Best For: Businesses needing an automated sales rep.

$1,997

  • CoPilot.AI Setup & Tuning
  • Email Setup (Domain & SMTP)
  • Missed Call Text Back
  • Appointment Booking Setup
  • Multi-Step Nurture Campaign
  • Phone Number Porting
  • Training: 90-Minute AI Session
  • CRM & Pipeline Setup
  • Text Messaging & A2P
  • Automated 3-step email sequence (2 CTAs)
  • Automated Reviews
  • Social Media Planner Setup
  • Advanced Custom Workflow Build
  • Support: 14 Days Email

AI Growth Engine

Best For: Growing businesses needing leads and sales.

$3,497

  • CoPilot.AI Setup & Tuning
  • Email Setup (Domain & SMTP)
  • Missed Call Text Back
  • Multi-Step Nurture Campaign
  • Inbound AI Voice Agent
  • Advanced Custom Workflow Build
  • Support: 30 Days Email
  • CRM & Pipeline Setup
  • Text Messaging & A2P
  • Automate Reviews
  • Social Media Planner Setup
  • Phone Number Porting
  • Training: 2 × 75-Minute Sessions

AI Scale & Migrate

Best For: Established businesses seeking full integration.

$5,497+

  • CoPilot.AI Setup & Tuning
  • Email Setup (Domain & SMTP)
  • Missed Call Text Back
  • Multi-Step Nurture Campaign
  • Phone Number Porting
  • Outbound Voice Agent
  • Private Membership Community
  • Ads Integration
  • Support: 30 Days Priority Email & Chat
  • CRM & Pipeline Setup
  • Text Messaging & A2P
  • Automate Reviews
  • Social Media Planner Setup
  • Advanced Custom Workflow Build
  • DigiRewards Loyalty Program
  • Event Management for Online Community
  • Training: 3 × 75-Minute Sessions

Partner Sign Up & Pricing

Join the EngagePro CRM Partner Program and start earning recurring revenue while helping local businesses succeed.

Silver Partner

$25/month

Billed annually ($300/year)

  • 20 Leads per month
  • EngagePro Sandbox ($25/month value)
  • 1 Monthly meeting or training session
  • Partner email marketing support
  • Access to online partner community
  • Partner support
  • 30% recurring commission on sales
Sign Up - Silver Tier

MOST POPULAR

Gold Partner

$50/month

Billed annually ($600/year)

Everything in Silver, plus:

  • 50 Leads per month
  • 2 Monthly Trainings
  • Automated outreach done for you using your ICP
  • Text messaging setup and A2P done for you
  • Priority support
Sign Up - Gold Tier

Platinum Partner

$85/month

Billed annually ($1,020/year)

Everything in Gold, plus:

  • 100 Leads per month
  • Your own website - 5 pages
  • CRMCoPilot.AI for additional prospecting
  • RecordJoy.Com for screencasting
  • 4 Quarterly email campaigns designed & executed for you
  • Premium support with dedicated success manager
Sign Up - Platinum Tier

All Partner Tiers Include:

  • 30% Recurring Commission
  • Partner Portal Access
  • Co-Branded Materials
  • Sales Training

Affiliate Program

Earn commissions by promoting EngagePro CRM through your social media channels and content.

Affiliate Program

Perfect for Content Creators & Influencers

The Affiliate Program is ideal for individuals who are already active on social media with a trusted follower base and can effectively share links to drive product sales.

Best For:

  • Social media influencers with engaged followers
  • Content creators skilled at video demos
  • Email marketers with subscriber lists
  • Bloggers and online educators
  • Those who prefer online/remote promotion
Join Affiliate Program

Partner Program

Perfect for Sales Professionals & Agencies

The Partner Program is designed for professionals who want to sell EngagePro CRM directly to prospects through in-person meetings, consultations, and hands-on demonstrations.

Best For:

  • Sales professionals and consultants
  • Marketing and digital agencies
  • Business development professionals
  • Those who prefer face-to-face selling
  • Service providers seeking recurring revenue
View Partner Tiers

Key Differences

Aspect

Affiliate Program

Partner Program

Sales Method

Online promotion via links, content, and social media

Direct sales through in-person meetings and consultations

Best For

Influencers, content creators, bloggers, email marketers

Sales professionals, agencies, consultants, resellers

Investment

Free to join

$25-$85/month (includes sandbox, leads, and support)

Support & Tools

Marketing materials, tracking links, commission dashboard

Sandbox, training, leads, co-marketing, dedicated support

Commission

Commission per sale

30% recurring commission on all sales

Partner Onboarding & Certification

Step-by-Step Onboarding

1

Enroll in Partner Program

Sign NDA and partner agreement

2

Orientation

Overview of EngagePro CRM's target market and positioning

3

Product Training

Hands-on walkthrough and sandbox access

4

Sales Enablement

Messaging, competitive positioning, and objection handling

5

Certification

Complete online training to become a Certified Partner

6

Go-to-Market Launch

Begin selling and co-marketing with EngagePro CRM

7

Quarterly Review

Partner success meetings and growth planning

Training Topics

  • Product demos & onboarding flows
  • Objection handling & ROI pitching
  • CRM automation & campaign setup
  • Integration setup and troubleshooting

Sales Strategy & Plays

Objective:

Convert small business owners frustrated with missed calls and no-shows.

Pain Points:

  • Lost leads from missed calls
  • Disconnected communication channels
  • High no-show and cancellation rates

EngagePro Pitch:

“With EngagePro, missed calls trigger instant follow-ups, reminders reduce no-shows by up to 30%, and your team manages all messages in one unified inbox.”

Demo Flow:

  • Missed call → Auto text reply
  • Booking automation + reminders
  • Unified inbox overview
  • Review request flow
  • Reporting dashboard walkthrough

Objective:

Build online reputation and increase customer trust.

Pain Points:

  • Few or outdated Google reviews
  • No systematic process for requesting feedback

EngagePro Pitch:

“Automate review requests after each appointment or sale. Improve your local ranking and win customer trust.”

Execution Steps:

  • Connect Google Business & Facebook accounts
  • Enable auto-review requests via text/email
  • Demonstrate impact: show increased reviews → higher leads
  • Offer: 10% discount for customers who prepay annual plan

Objective:

Streamline team communication and improve response times.

Pain Points:

  • Missed messages across different channels
  • Staff juggling multiple apps

EngagePro Pitch:

“All your calls, texts, Facebook messages, and web chats — in one collaborative inbox.”

Execution Steps:

  • Team inbox view with user assignments
  • Conversation history across channels
  • Performance metrics (response time, message volume)

Objection Handling

"We already have a booking app."

“EngagePro connects your booking app with follow-ups, reviews, and payments — a full-cycle CRM.”Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

"Too expensive."

“Clients typically recover 3x ROI within 90 days via reduced no-shows and more repeat customers.”

"We don't have time to learn it."

“Setup takes minutes. Your Partner Success Manager handles onboarding.”

Marketing Enablement

Partner Marketing Support

  • Co-branded one-pagers and decks
  • Blog post and social media templates
  • Email nurture campaigns
  • Webinars and workshops co-hosting
  • Ad templates (Google, Facebook, LinkedIn)

Co-Marketing Programs

Market Development Funds (MDF)

50% ad spend reimbursement for qualified campaigns

Partner Spotlights

Feature top-performing partners on EngagePro CRM’s website and webinars

Referral Blitz

Quarterly incentive for partners achieving 5+ new customers

Key Target Industries

Google Ads

Capture intent leads

Run local CRM ads with city targeting

LinkedIn

B2B prospecting

Share case studies and thought leadership posts

YouTube / RecordJoy

Demo storytelling

Create video walkthroughs with testimonials

Webinars

Educate & qualify

“How to reduce no-shows & boost reviews” events

Email Sequences

Nurture leads

Send 3-step follow-up: Demo → Trial → Close

Support & Success Framework

Partner Success Model

  • Dedicated Partner Success Manager (PSM)
  • Access to Partner Portal for leads, training, and reporting
  • Slack / community channel for ongoing support
  • Quarterly performance and revenue reviews

Technical Support Tiers

Tier

Response Time

Notes

Standard

24–48 hrs

All partners

Priority

<12 hrs

Gold & Platinum partners

Escalation

<4 hrs

Enterprise or API integration cases

Performance & Metrics

Partner Performance KPIs

Time to First Sale

<60 days

Win Rate

25–30%

Average Deal Size

$2,000+ ARR

Renewal Rate

90%

Partner Retention

95% annually

Quarterly Review Metrics

  • ARR vs. quota attainment
  • Partner-sourced revenue
  • Pipeline coverage (3× quota)
  • Churn and retention trends
  • Channel ROI by campaign type

Long-Term Partner Growth Plan

Phase

Duration

Focus

Foundation

Months 0–3

Define tiers, recruit pilot partners, finalize collateral

Scale

Months 4–9

Expand partner network, launch MDF programs

Maturity

Months 10–18

Introduce integrations, host Partner Summit, global expansion

Partner Success Story Template

Client: [Business Name]

Industry: [e.g., Salon / Fitness / Restaurant]

Challenge: [High no-shows, missed leads, poor reviews]

Solution: [EngagePro CRM  automation setup + reminders + unified inbox]

Results: [Reduced no-shows by 30%, increased 5-star reviews by 40%]

Partner Quote: "EngagePro CRM helped our client reclaim thousands in lost revenue within 60 days."

Key Takeaways

EngagePro CRM is designed for local business automation, communication, and retention

Partners are the key to scaling adoption across industries

Focus on ROI-driven stories — fewer no-shows, more reviews, higher retention

Certification + enablement ensure partners deliver high-quality implementations

Recurring revenue & co-marketing drive mutual growth

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