Quick Start Guide

New Partner? Start here in 10 minutes.

How to Get Started

Step 1

Sign agreement

Review and sign the referral agreement with your legal team

Step 2

Schedule onboarding call

Book a 30-minute call with our partner success team

Step 3

Enroll first Pipeline Boost audit

Submit your first prospect for a free UX audit

Quick-Start Kit

Partner Handbook

Programs, commissions, processes

PDF (v1.0)

Referral Agreement

Editable Word doc; send to legal

DOCX

Brand Guidelines

Logos, color codes, voice

PDF / AI

Next Steps

Sales Materials

Get pitch decks, one-pagers, and case studies to share with prospects.

Templates

Download proposal templates, SOWs, and legal documents.

Marketing Support

Co-branded materials, social graphics, and email templates.

Need Help?

Email Support

Get help via email

Have questions about onboarding or need assistance? Our partner success team is here to help.

Office Hours

Join our live sessions

Drop-in office hours every Tuesday and Thursday from 3-5 PM ET for real-time support.