Run referral and delivery agencies in one program
Agencies and consultancies work two ways — they send you referrals, and they deliver the work. PartnerOS runs both: source and split referral fees, register and deliver projects, share revenue, and pay every associate down the chain. Referral in. Delivery out. Paid accurately.
Referrals · Delivery partners · Consultancies · Affiliates · Revenue share
Four kinds of agency partner, one program
Some agencies only refer, some only deliver, and consultancies do both. PartnerOS handles every shape without a forked build.
Referral agencies
Send you qualified leads and earn a finder's fee or a share of the revenue they source. They never touch delivery.
Delivery & implementation partners
Take signed deals and deliver the work — onboarding, build-out, integration — on a shared project pipeline.
Solution consultancies
Both refer and deliver: they scope the engagement, sign the SOW, and share revenue on what they close.
Affiliate creators
Publishers, creators, and communities driving tracked sign-ups for a flat bounty or a recurring share.
The same core, in agency words
PartnerOS ships a small set of generic objects. Rename them to how your agencies actually talk — no bespoke build, no forked codebase.
Lead agencies over sub-contractors and associates
Agencies rarely work alone. Nest a lead agency over delivery partners, then over the sub-contractors, associates, and freelancers who do the work — volume rolls up, the lead earns an override, and each level sees only its own subtree.
- ✓Lead agency → delivery partner → sub-contractor / freelancer
- ✓Override and revenue-share splits down the chain
- ✓Subtree scoping enforced server-side, not in the UI
Referral fees and revenue share, accrued to a ledger
Pay agencies however the deal is structured. Every rule accrues to an append-only ledger the instant its event fires, recurring shares advance on their own, and a payout worker settles the transfer — every cent traceable.
- ✓Flat referral fee — a fixed amount per qualified referral
- ✓Revenue share — a percentage of every deal an agency sources
- ✓Tiered by delivered projects — the rate climbs with delivery volume
- ✓Retainer + success fee — a monthly retainer plus an on-close bonus
See it in the agency workflow
The same surfaces your team already runs, mapped to referrals, delivery, and the agencies behind them.
SOWs and partner agreements in one library
Every engagement carries paperwork. Send statements of work, MSAs, and referral terms for signature, foldered by agency and status — and watch what is signed, awaiting signature, or expiring, without a shared drive.
- ✓SOWs, MSAs, and referral terms, sent for e-signature
- ✓Foldered by agency, with signed / expiring status
- ✓Money never appears in a legal document — only in the ledger
Track what every agency actually sources
Connect the systems where deals land and turn the event stream into insight. Define custom metrics for referrals submitted, projects delivered, and revenue influenced — rendered per agency, with a hard leak guard.
- ✓Operator-defined metrics over any event
- ✓Referrals, delivered projects, and sourced revenue
- ✓Rendered per agency, isolated by construction
Give every agency a branded portal
Each agency gets its own theme, logo, and custom domain — a single home to register referrals, run their delivery pipeline, grab materials, and track payouts. Same platform, their front door.
White-label portalsWhat an agency program runs on
Ready to run your partner program in one place?
Book a walkthrough and see recruitment, PRM, automation, payouts, CX, and dashboards working together — on one platform.