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Referral Partner Program

Scalable referral partner program with onboarding, lead tracking, and commission automation

Complexity: Moderate | Duration: 15-30m | Category: Business/Sales

Tags: referral-program partner-management lead-tracking commission channel

Workflow Diagram​

Steps​

Step 1: Partner onboarding​

Agent: /onboard

referral-partner - Collect partner info and W9/payment details

Step 2: Portal access​

Agent: referral

program-manager - Provide login to partner portal

Step 3: Referral training​

Agent: referral

program-manager - Train on ideal customer profile and process

Step 4: Lead submission​

Agent: /track

referrals - Partner submits leads via portal

Step 5: Lead qualification​

Agent: lead

tracking-agent - Qualify and assign leads to sales

Step 6: Commission tracking​

Agent: /calculate

commission - Track deal progress and commission earned

Step 7: Payment​

Agent: commission

calculator - Process quarterly commission payments

Usage​

To execute this workflow:

/workflow business/sales/referral-partner-program.workflow

See other workflows in this category for related automation patterns.