A step-by-step walkthrough to set up your agency, add partners, invite salespeople, and start receiving referrals.
After signing up and choosing your subscription plan, your agency is automatically created. Here's how to customize it:
After logging in, you'll land on your Agency Dashboard. This is your command center for managing partners, agents, referrals, and campaigns.
Navigate to the "Branding" tab in your sidebar. Upload your agency logo and set your brand colors. These will appear on all pages your partners and salespeople see.
Go to the "Goals" tab to set a monthly referral target for your agency. This creates a progress bar visible to all salespeople, encouraging them to hit the target together.
Pro Tip
Set your monthly goal slightly above your current average to motivate your partners without making it feel unachievable.