Partner briefing
For people who set up software for other businesses. We cover how to work inside a client’s business with the right role, how to hand it over cleanly, and how the pricing looks from the client’s side.
- About 60 minutes
- Online
- Partners
- Date to be announced
Who should come
- Agencies and consultants
- Accountants and bookkeepers who look after clients
- Developers who build for clients
What you will learn
- How to work in a client’s business with your own User ID and a role
- How to hand ownership to the client
- How to explain per-channel pricing and free credits to a client
- Where the partner and marketplace programmes are heading
What the session covers
The planned outline, in minutes. We may move things around to follow the questions in the room, but we keep to about 60 minutes.
The model in ten minutes
User ID, businesses, channels and apps, and how pricing per channel per month works.
Working for a client
Being invited to a client’s business, the role you should ask for, and why the client should stay the owner.
Handing over
Transferring ownership when you set a business up yourself.
Credits and billing for clients
The free-credit programmes, and how monthly billing after use appears on the client’s invoice.
Programmes and questions
What we are building for partners and sellers, and your questions.
What to prepare
A little preparation makes the session about your business rather than a general one.
- 1One client you have in mind, and the apps they would need.
- 2Your own free User ID.
What we will use on screen
Each app is installed per channel and priced per channel per month, billed after use. You can read about each one before you join.
Leads, contacts, tasks, calendar, tickets and ads in one place.
Client projects, milestones, boards and timesheets that flow into Accounting.
Contract templates, e-signature and a register with renewal reminders.
Invoice your clients, track what they owe, record expenses and see profit.
Read ahead
Questions
When is it?
Where is it?
Will there be a recording?
Other sessions you might like
- Live product walkthrough60 min · Anyone curious
- Getting started: your first channel45 min · New owners
- Industry deep dive: clinics60 min · Clinics and healthcare
- Industry deep dive: shops60 min · Shops and retail
- Industry deep dive: schools60 min · Schools and courses
- Industry deep dive: nonprofits45 min · Nonprofits and NGOs
- Security and admin session45 min · Admins and owners
- Developer session60 min · Developers
- Office hours30 min · Everyone
Want a seat when dates are set?
Leave your email and we will tell you when partner briefing is scheduled.