🛠️ Product Summary

The Bottleneck:

Manual takeoffs bog down construction projects. They're not just slow and riddled with errors; they also limit how many bids contractors can realistically put out. Estimators can sink anywhere from 10 to 30 hours into a single plan. This drags down the total number of bids a company can handle and significantly raises the chances of costly mistakes slipping through.

Beam AI's Answer:

We've engineered a solution that blends the swiftness of AI with the sharp eye of human quality assurance. The result?

• Blazing-fast material takeoffs with 99%+ accuracy.
• Comprehensive takeoff sheets, scope outlines, and quantity reports.
• Smooth integration into popular estimating software like Procore and PlanSwift.

The Payoff:

Teams that adopt Beam AI see a dramatic reduction in the effort needed per project, freeing up days of work. This newfound efficiency allows them to seriously boost their bidding capacity, leading to more wins and quicker business expansion

Elevator Pitch

Tired of spending hours on manual material takeoffs and still worrying about cost accuracy? 🤦‍♂️
Beam AI automates the process of material takeoffs, ensuring accurate, fast, and reliable quantities for your construction projects.With over 200 contractors across the U.S. leveraging our platform, Beam AI delivers fully automated takeoffs with 99%+ accuracy, enabling estimators to save 90% of their time and bid on 30% more projects.Unlike traditional manual or on-screen takeoff methods, Beam AI streamlines your workflow and gives you precise material counts, allowing for better budgeting and planning. It’s your tool for faster, more competitive bidding.Join thousands of contractors and suppliers who’ve already embraced AI-driven efficiency. Visit BeamAI.com today to experience the future of pre-construction!"

Generate Takeoffs in Four Simple Steps

1. Upload Site Plans – Easily upload your site plans in PDF format.
2. Define Scope of Work – Specify the scope of work and hit submit.
3. AI Quantification – The AI automatically extracts quantities from the plans.
4. Expert Review – An expert estimator reviews and delivers your takeoff in 1-3 days.

The only AI construction takeoff software that does the heavy lifting for you!

Understanding Beam AI’s User Ecosystem

User Interviews,Since My ICP's were not cool to share the names to the best charecters ever :)

User Interviews

1. SpongeBob, Legacy Construction: As the head of Legacy Construction, SpongeBob initially struggled with long bidding cycles and inconsistent bid quality because of manual takeoffs. As his company grew, he looked for a way to automate and refine their estimating. Beam AI, with its strong takeoff automation, became his go-to.
   For SpongeBob, the main goal with Beam AI is to speed up bidding while making sure everything is spot-on. By using Beam AI’s automated takeoff, he's cut bid prep time from several days down to just a few hours. This lets his team chase more bids and land more projects. He really values Beam AI's reliability and how easily it fits with their existing tools. Now, he spends his time reviewing takeoffs and polishing bids, feeling confident that Beam AI is a major factor in his business's growth and efficiency.
2. Squidward, Desert Rat Welding: Squidward, who started Desert Rat Welding, faced headaches with slow and inefficient bidding that stopped him from jumping on opportunities quickly. With many projects needing custom quotes, he adopted Beam AI to automate his takeoffs and boost the accuracy of his estimates.
   Squidward’s aim with Beam AI is to handle a larger workload without increasing his operating costs. The platform’s automation has let him process bids faster and more accurately, freeing up his time to focus on getting the projects done and keeping clients happy. He appreciates how Beam AI saves time while improving quality and sees it as a must-have for his company's future expansion.
3. Sandy Cheeks, Petticoat-Schmitt Civil Contractors: Dealing with a mountain of manual calculations and complex takeoff steps for big civil projects, Sandy Cheeks, an estimating lead at Petticoat-Schmitt Civil Contractors, turned to Beam AI. Her team could then quickly automate takeoffs, leading to more precise and timely bids.
   Sandy’s big goal with Beam AI is to shorten estimation times, improve bid accuracy, and boost overall productivity. She values how well it works with their current systems and its ability to grow with the company's needs. Thanks to Beam AI, Sandy’s team can now handle more projects at once, and she views the platform as essential for scaling their estimating without sacrificing precision.
4. Mr. Krabs, Wally Walls: Frustrated by his team’s manual estimating, which caused delays in bids and missed opportunities, Mr. Krabs, the national director at Wally Walls, implemented Beam AI. His team could then automate takeoffs, significantly reducing errors and speeding up the whole bidding process.
   For Mr. Krabs, the point of Beam AI is to boost efficiency and cut down on manual work. The platform lets his team focus on higher-level tasks, like refining bids and building client relationships, while Beam AI takes care of the heavy lifting of takeoff automation. He values Beam AI’s speed, accuracy, and ease of use, which helps Wally Walls stay competitive in the fast-moving construction world.
5. Patrick Star, Spalding Concrete: Patrick Star, CEO of Spalding Concrete, had been struggling with the inefficiencies of manually creating estimates and keeping track of bids. With Beam AI, he could automate takeoffs and speed up how quickly his team processed bids, ultimately leading to more bids and more successful project wins.
   For Patrick, Beam AI’s main plus is its ability to make estimating faster and reduce the chance of costly mistakes. He uses Beam AI to manage more bids without needing a bigger team, and he appreciates how smoothly the platform fits into his existing workflows. Beam AI has become a key part of Spalding Concrete’s operations, helping the company grow while maintaining high-quality standards.

Understanding your ICP

💡 Key ICP Insights

• Preconstruction is the heartbeat of construction companies.
• Estimators spend 70%+ of their time on manual plan takeoffs.
• 80% of companies surveyed face bidding bottlenecks due to takeoff delays.
• Fast, accurate takeoffs lead to more bids — and more bids increase win rates by 20-25%.

Patterns by Persona:

• SpongeBobs → Demand the most speed + ease of use.
• Squidwards → Care about reducing errors and coordinating teams.
• Mr. Krabs → Only care about the ROI and bid volume uplift.
• Patricks → Want easy-to-read scope sheets.

Based on this visual analysis, ICP 2 (Mid-size GCs) and ICP 4 (Estimating Heads at large firms) emerge as strong contenders, followed closely by ICP 5 (Concrete Companies)—each scoring high across most dimensions.

🏗️ Product Summary

iBeam.ai is an AI-powered SaaS platform that automates material quantity takeoffs from construction plans, solving one of the most time-consuming and error-prone workflows in preconstruction.

What can BEAM AI do for you?

Before Beam AI:
Estimators manually mark plans, measure areas, and create spreadsheets — a slow, tedious process prone to errors.

After Beam AI:
Upload plans ➔ Get AI-generated takeoff sheets, scope sheets, and quantity exports in hours — not days.

🧩 Pain Points Addressed

• Slow, Manual Takeoff Workflows: Estimators spend significant time manually tracing PDFs.
• Bid Volume Bottlenecks: Teams struggle to scale their bidding capacity without adding more personnel.
• High Error Potential: Manual data entry often leads to costly estimation mistakes.
• Technology Adoption Lag: Many contractors still rely on outdated software or Excel-based systems.

• Beam’s Solution: AI-powered plan interpretation combined with expert estimator quality control results in bids that are 10 times faster and have near-zero errors.

📊 Traction & Stage

• 200+ contractors across the U.S.
• Thousands of projects processed monthly
• 90% time savings per estimator
• 30% increase in weekly bid volume
• Series A raised stage, prepping for next fundraise in Q3
• Validated PMF in multiple trades (drywall, framing, concrete, etc.)

🧠 Strategic Value to Customers

• More Bids: Higher pipeline volume = higher revenue.
• Faster Estimates: Shorter bid cycles = quicker project starts.
• Fewer Errors: Higher plan accuracy = fewer rework costs.
• Happier Teams: Estimators work smarter, not harder — boosting morale and retention.

🌍 Market Potential

• TAM: ~$5B+ in pre-construction software globally
• SaaS growth flywheel: Expanding contractor network = growing plan volume = sticky usage
• Construction industry is increasingly embracing AI + automation to offset skilled labor shortages

🌱 Impact & ESG Angle

• Reduce 1,000s of manual labor hours annually
• Lower error-driven material waste (contributes to sustainability)
• Upskill existing workforce to more strategic roles (estimator → analyst/PM)

🛠️ Product Features at a Glance

Core Value Proposition

For estimators, subcontractors, and suppliers who need to save time and improve accuracy during the bidding process,our product, Beam AI, is an AI-powered construction software that automates material takeoffs, helping teams submit more bids, reduce costs, and win more work without adding headcount.

CVP according to 👤 Key Personas

For Estimators:

⚡ Save 90% of Your Time with AI-Powered Takeoffs
No more hours spent tracing plans—Beam AI handles the grunt work, so you can focus on sharpening your bids, vetting quotes, and building smarter strategies.

📈 Bid 30% More Projects Without Burnout
Clear your takeoff backlog and boost bid volume without working overtime or hiring more staff.

✅ Zero Manual Errors, Full Confidence in Every Estimate
Our AI extracts quantities, reads specs and notes, and every output is quality-checked by seasoned pros—so your scope is airtight and risk-free.

Pre-construction Managers / GCs

🚀 Scale Bid Output Without Adding Headcount
Empower your team to take on more projects by eliminating manual takeoff bottlenecks—without increasing payroll.

🏆 Win More Bids with Faster Turnarounds
Quicker takeoffs mean faster RFQs, tighter pricing from subs and suppliers, and a serious edge in hitting deadlines and winning jobs.

🔍 Turn Estimators into Strategic Operators
Free your team from repetitive work so they can focus on high-impact tasks like vendor negotiation, risk analysis, and maximizing profit margins.

Summary:

Beam AI is not just software — it’s a revenue growth engine for construction companies.
With a proven track record, a deep understanding of user needs, and AI-driven efficiency, Beam AI is poised to redefine preconstruction in the next decade.

🔗 Learn more at BeamAI.com

🌎 Construction Estimating Software Market Overview

The global construction estimating software market is projected to grow at a 4.5% CAGR, reaching $556 million by 2032.
Key growth drivers include:

• Increased digitalization across the construction sector
• Widespread adoption of cloud-based solutions
• Rising demand for faster and more

The global construction estimating software market is expected to grow at a 4.5% CAGR, reaching a valuation of US$ 556.0 million by 2032, driven by digitalization, the adoption of cloud-based solutions, and increasing demand for accuracy in cost estimation.

North America led the construction estimating software market in 2022, with growth across other regions—including Asia-Pacific, Europe, South America, the Middle East, and Africa—driven by rising global construction activity, which boosts demand for fast, accurate, and cost-effective estimating solutions.

📌 Assumptions:

TAM: All global construction firms (small to large) that could benefit from estimating software.

SAM: Firms with digital maturity, stable internet access, and budgets (e.g., in US, Europe, ANZ, parts of APAC).

SOM: Realistically reachable firms for Beam AI (via outbound, inbound, partnerships).

$2,500 per firm/year: Blended average across tiers (based on PlanSwift, Bluebeam, etc.).

Profit margin of 30% assumed after cost of acquisition, support, and infra.

🧠 Interpretation:

• Beam AI’s current SOM: $30M is a realistic immediate obtainable market (based on commercial construction companies digitally enabled and in-market for takeoff tools).
• $3M ARR in 18 months means Beam AI has likely onboarded ~1,200 firms already (assuming $2.5K spend per firm/year).
• 10% SOM penetration is an excellent signal in a niche market this early on, with potential to grow further into the SAM as digital adoption increases.

🧾 Beam AI Competitor Analysis

💡 Strategic Opportunities for Beam AI

Market Positioning:
Own the “AI-powered takeoff” category by positioning Beam AI as the fastest and most accurate solution available.

Customer Acquisition Focus:
Prioritize SMB contractors (General Contractors and Subcontractors) who:

• Lack in-house estimating teams
• Are frustrated with slow manual processes
• Are actively seeking ways to bid faster without increasing headcount

Content Strategy:

• Launch “Manual vs AI” side-by-side comparison campaigns
• Highlight time saved and bids won through customer case studies
• Create use-case videos showing how Beam AI transforms a real project workflow

How do we show up ?

Designing Acquisition Channel

​

Our Current Focus: Fueling Growth with Paid Ads and Community Building

Right now, our primary engine for acquiring new customers is Paid Ads. Having navigated the Product-Market Fit (PMF) stage, we've seen that paid advertising delivers the most promising leads. With Beam AI gaining traction, we're in a strong position to invest further in marketing to amplify our brand's visibility.

In parallel, we recognize the power of connection within the construction sector. That's why we're also strategically leveraging Content Loops and a Partnership Program. The construction community thrives on relationships and shared experiences. By creating valuable content that resonates and by collaborating with key players, we aim to foster strong trust and credibility through word-of-mouth within this tight-knit industry.

1. Understanding the Audience

Since the target audience (general contractors, estimators, etc.) isn’t necessarily active on social media, it’s important to meet them where they are. Some alternative channels to consider:

• Industry-specific webinars: Many GCs and subcontractors attend webinars to learn about tools and best practices.
• Trade publications: Construction industry magazines or online publishers like Engineering News-Record or Construction Executive are great platforms to reach this audience.
• Expos and Trade Shows: Construction expos (like World of Concrete or CONEXPO-CON/AGG) are prime locations to engage face-to-face.
• Email newsletters: Many construction professionals prefer receiving information via email or newsletters.

2. Finding the Right Type of Loop for Beam AI

To create an effective content loop, Beam AI focuses on three key components:

Hook

We lead with solution-driven messages that address real pain points:

• “Save hours on every bid with automated takeoffs.”
• “Streamline your estimating process with AI-powered accuracy.”

Content Creators

• Users: We showcase success stories and testimonials from contractors who have improved their bidding process using Beam AI.
• Influencers: Beam AI partners with industry experts, consultants, and construction project managers who can advocate for the product.
• Brand: Through case studies, demo videos, and webinars, Beam AI demonstrates real-world impact.

Distribution Channels

• Webinars: We host live demos and educational sessions, promoted through construction-focused email lists and communities.
• Trade Publications: Beam AI invests in sponsored articles, case studies, and ads in highly trusted construction media.
• Expos and Trade Shows: Live product demonstrations at major expos help Beam AI generate high-quality leads.
• Email Campaigns: Segmented campaigns offering actionable content like "10 Ways to Improve Your Bid Accuracy" keep audiences engaged.

3. Creation a Flow Diagram

Here’s an updated content flow diagram for Beam AI:

• 1. Engagement →
• A contractor attends a Beam AI webinar, reads a case study, or visits our booth at an expo.
• 2. Content Creation →
• Beam AI demonstrates automation capabilities through real-world case studies, webinars, and live demos.
• 3. Sharing →
• Satisfied users and attendees share Beam AI’s content with peers, expanding reach organically.
• 4. Distribution →

Beam AI amplifies the content across emails, industry sites, and future expos — continuously fueling the engagement cycle.


4. Gathering Insights and Improving

As Beam AI launches these content loops, we actively track performance to optimize:

• Webinar Feedback: We gather attendee insights to understand key pain points and product appeal.
• Publisher Metrics: We analyze traffic, engagement, and lead generation from ads and sponsored articles.
• Expo Results: We track booth interactions, demo participation, lead generation, and post-event conversions.

This ongoing feedback loop helps Beam AI double down on the most effective strategies and channels.

Beam AI – Paid Acquisition Strategy

Paid ads are an effective acquisition strategy for Beam AI, targeting construction professionals searching for takeoff software. These ads ensure quick visibility, measurable outcomes, and scalability. With an optimized strategy, Beam AI can increase brand awareness and user acquisition, capturing high-intent leads.

Define the CAC : LTV Ratio (Quarterly):

• ARPU: $3,000/month (avg)
• Retention: 36 months (assumption)
• Gross Margin: 20%
• LTV = $38,000 × 5 × 0.20 = $38,000
• Conversion rate from Qualified Demo → Customer: 5%

Note: With a CAC:LTV ratio > 3, Beam AI’s acquisition strategy is sustainable.

Channel Selection Framework

Campaign Breakdown

Google Search Ads (50% of budget)

• Target Audience: 25–44 age group, Contractors & Estimating Teams
• Objective: Capture high-intent search traffic (e.g., "AI construction takeoff software").
• Budget: $15,000
• Ad Type: Text Ads
• Headlines:
• • “Cut Takeoff Time by 90% with Beam AI”
  • “Automated Takeoffs in Minutes”
• Description: “Save hours, reduce errors, and win more bids with Beam AI.”

Facebook Ads (40% of budget)

• Target Audience: General Contractors, Estimators
• Objective: Drive app installs and sign-ups.
• Budget: $8000
• Ad Type: Carousel Ads
• Content:
• • Visuals showcasing Beam AI’s features like fast takeoffs and bid accuracy.

Instagram Ads (10% of budget)

• Target Audience: Estimators and Subcontractors
• Objective: Highlight special offers and referral bonuses.
• Budget: $2000
• Ad Type: Stories Ads
• Ad Copy: “Open your Beam AI account in minutes and enjoy streamlined takeoffs.”

Based on this framework, the focus will be on Google Search, Facebook.

Top Audiences On Google Ads

🎯 Campaign Objective

Capture high-intent leads from estimators and contractors looking to improve speed and accuracy in their preconstruction workflows.

Headlines:

1. "Cut Takeoff Time by 90% with Beam AI"
2. "Automated Takeoffs in Minutes"
3. "Faster Bids, Higher Win Rate"
4. "Try Beam AI—Built for Estimators"

Description:
"Beam AI automates your takeoffs with unmatched accuracy. Win more bids, save hours, and reduce costly errors. Ideal for GCs and subcontractors. Try now!"

Sitelink Extensions:

• Features – Learn how Beam AI improves speed and accuracy
• Demo Request – Book a walkthrough with our product expert
• Customer Success Stories – See how real contractors save time
• Pricing – Understand Beam AI’s flexible plans

Callout Extensions:

• "Trusted by Top GCs"
• "No More Manual Takeoffs"
• "Get 3X More Bids Out"
• "Accurate. Fast. Scalable."

🛠 Optimization Recommendations

⏰ Time & Location Performance

• 🕒 Best Times: Weekdays, 9AM–5PM & 7PM–11PM
• 📍 Top Locations: Florida, California, South Carolina

🎯 Recommendation: Optimize bids and delivery for high-conversion time slots and geos.

👤 Demographics

📌 Tip: Tailor creative for 25–44 male demographic — strongest performance segment.

Tweak the Pitch for Each ICP:
Tailor your messaging for different customer segments. For example:

• For General Contractors: "Reduce manual takeoffs and improve accuracy—automated takeoffs for faster, more accurate bids."
• For Estimators: "Save hours of labor—generate automated, precise takeoff estimates in minutes."

Nurturing & Retargeting:

• Nurturing sequences are critical for leads in the MOFU (Middle of Funnel) phase, especially those who clicked on bulk emails or interacted with publisher content. A structured nurturing path (e.g., through Mailchimp) will guide them toward booking demos.
• Once leads complete 2/3 steps of engagement, they will be retargeted via Google Ads to re-engage and improve conversion.

Retargeting is also crucial for users who interacted but didn’t book a demo. These users will be targeted based on their website activity and Google Ads performance (using tools like GA4).

Tech Stack & Integrations:

Several tools will be integrated to support lead management and nurturing:

• Webflow integrated with HubSpot for form tracking.
• Clearout to validate emails and phone numbers, improving lead quality.
• Zoominfo Intent Signals integrated with HubSpot to provide additional data on lead activity and intent.

Key Metrics & KPIs:

• Cost Per Acquisition (CAC) and Lifetime Value (LTV) will continue to be closely monitored to ensure the scalability of the acquisition strategy.
• Campaign performance will be adjusted based on CTR, conversion rates, and the overall performance of each platform (Google, Meta, etc.).
• Lead conversion rates will be tracked across various sources, helping Beam AI refine its targeting strategy and channel selection.

Actionable Insights:

• Visual enhancements in Search Ads can improve CTR by up to 1.6%.
• A Performance Max Campaign should be launched on Google for wider reach, focusing on targeting the most relevant keywords.
• Meta (Facebook/Instagram) should leverage both lead form and landing page tests, as these are yielding promising results for Beam AI's campaigns.

Summary:

Beam AI’s paid acquisition strategy focuses on high-intent keywords, targeted Meta ads, and effective nurturing sequences. By integrating insights from various sources (HubSpot, Clearout, Zoominfo), Beam AI will further optimize conversion rates, segment leads better, and efficiently scale its user acquisition efforts.

Beam AI – Potential Estimating Software Integrations

Notes:

• The user estimates are directional, assuming Beam AI’s ICP overlaps with users of these platforms.
• buildxact, FastEst, and HCSS are lowest-hanging fruits due to Excel support and minimal partnership requirement.
• Buildertrend and CostOS offer strong distribution potential if partnerships can be established.
• Procore offers maximum scale, but would require a long-term strategy and deeper technical investment.

🏗️ Referral & Partner Program Strategy (B2B SaaS – Construction Tech)

🎯 Goal:

Leverage external networks (consultants, suppliers, and industry influencers) to drive high-quality leads and revenue through structured referral and reseller models.

1. 🎢 Program Models Overview

➤ Referral Program

• Who it’s for: Consultants, advisors, and influencers in the construction space.
• How it works: Introduce clients → Our sales team handles the close.
• Incentive: 5–10% of first-year revenue (tiered to reward repeat referrals).
• Risk Level: Low (no billing, no support required).
• Ideal for: Lightweight advocates or advisors with strong networks.

➤ Reseller Program

• Who it’s for: Value-added resellers or suppliers.
• How it works: They resell our product, bill the client, and may provide support.
• Incentive: 20–30% discount off MSRP.
• Risk Level: Moderate (more involvement in sales and support).
• Ideal for: Strategic partners who want deeper integration.

2. 📦 Onboarding & Enablement

✅ Welcome Kit

• Digital kit: welcome letter, key product value props, referral process, contact info.
• Free trial/demo account to build familiarity and authenticity.

✅ Product Training

• Live training session (1:1 or group webinar).
• Demo walkthrough + practical use cases (e.g., drywall contractor estimating).
• Optional certification quiz → “Certified Partner” status.

✅ Sales & Marketing Collateral

• Partner playbook (ideal customer profile, objection handling).
• Customer-facing assets: demo video links, brochures, slides, case studies.
• Shared resource folder (Google Drive or basic partner portal).

3. 💻 Platform & Process

🔑 Partner Portal

• Basic version: website landing page + form for deal submissions.
• Future-ready: scalable PRM (PartnerStack, Impartner).

🧭 Internal Alignment

• Assign a Partner Manager.
• Align sales with incentive structures (quota credit, SPIFFs).
• Process for tracking and resolving deal registration conflicts.

4. 💰 Compensation Strategy

Commission Breakdown

• One-time payout, not recurring on renewals.
• Paid after receipt of payment (quarterly or 30-day net).
• Referral lead must be registered first (first-touch wins).
• Bonuses: seasonal promos, volume-based rewards, or large deal accelerators.

5. 🚀 Ongoing Engagement & Growth

💬 Regular Communication

• Monthly partner newsletter: product updates, partner success stories, upcoming events.
• Promotion alerts: commission boosts, bonus offers.

🔁 Lead Follow-Up

• Acknowledge every referral.
• Provide regular updates (demo scheduled, feedback from lead, etc.).
• Partners help re-engage cold leads with insider insights.

🧩 Joint Marketing

• Co-hosted webinars (e.g., “AI in Estimating”).
• Co-branded assets (dual logos on case studies, flyers).
• MDFs for top-tier partners running email, ad, or event campaigns.
• Co-exhibit at trade shows, publish joint PR releases.

6. 🧠 Program Psychology & Motivation (Optional Deep-Dive Angle)

🎁 Platform Currency Ideas

• Cash – Default model for most B2B partners.
• Access – Early feature access or beta invites for top partners.
• Recognition – Certified badge, leaderboard placement, or partner spotlight.

🎯 Referral Trigger Moments

• After key actions: e.g., completing a project in the software.
• Use in-app banners or thank-you popups to prompt referrals.

​ Referral Program

Beam AI Partner Program Flowchart

1. Partnership Entry Points

├── Referral Program

│ • Who: Consultants, advisors, influencers

│ • Action: Introduce leads

│ • Involvement: Low (no billing/support)

│ • Reward: 5–10% of first-year revenue

│

└── Reseller Program

• Who: Value-added resellers (VARs), suppliers

• Action: Sell, bill, possibly support

• Involvement: Moderate (hands-on)

• Reward: 20–30% discount off MSRP

↓

2. Shared Onboarding & Enablement

├── Welcome Kit

│ • Digital letter introducing Beam AI

│ • Product value propositions

│ • Trial/demo account access

│

├── Product Training

│ • Live sessions (1:1 or group)

│ • Demo use cases (estimating, takeoffs)

│ • Optional certification: "Certified Partner"

│

└── Sales & Marketing Support

• Partner playbook and objection handling guides

• Sales collateral: videos, slides, brochures, case studies

• Shared folder access (Google Drive/portal)

↓

3. Platform & Process Setup

├── Partner Portal

│ • Deal submission landing page

│ • (Future-ready for tools like PartnerStack/Impartner)

│

└── Internal Alignment

• Dedicated Partner Manager assigned

• Deal registration process

• Conflict resolution and sales incentive alignment

↓

4. Compensation Strategy

├── Referral Compensation

│ • 5–10% of first-year revenue

│ • Tiered increases after 3 closed deals

│

├── Reseller Compensation

│ • 20–30% margin through discounted pricing

│ • One-time payout model (no recurring commissions)

│

└── Bonus Programs

• Seasonal promotions

• Volume-based rewards and accelerators


🏁 Final Thoughts

• • Start lean with manual tracking at low partner volumes.
• • Build trust early through transparency and quick follow-up.
• • Treat partners as true team extensions to maximize loyalty and performance.