How I Work
A clear process, start to finish.
Four phases — so you always know what stage you're in and what happens next.
Phase 01
Audit & Foundation
I pull existing partner and performance data, segment what's actually working, and map every commission model against compliance. You can't scale what hasn't been measured first.
Phase 02
Strategy & Build
I design the commission structure, activation sequence, and recruitment targeting — then build the tracking and automation to run it.
Phase 03
Launch & Activate
I recruit with intent — targeting the partners most likely to convert, not the biggest follower counts — and run the onboarding sequence that gets them active fast.
Phase 04
Optimize & Report
I A/B test, tighten what's underperforming, and hand over a full results report against baseline — with the tracker and SOPs so the program keeps running smoothly.
Every engagement is scoped to your program's size and goals. Tell me where you're starting from on the Contact page and I'll give you a straight answer on fit and cost before we go further.
The Mechanics
How commission, activation & retention actually run.
Structures and figures below illustrate the frameworks I build and negotiate — not any single client's exact confidential terms.
7-Stage Pipeline
Every partner moves through the same 7 stages in HubSpot — so I always know exactly where each relationship stands and what needs to happen next.
Lead
Contacted
Negotiating
Onboarding
Active
Converting
Retention
Day 1 / 3 / 7 Activation
Personalized SOPs run through HubSpot automation so new partners get clear assets, tracking, and support immediately instead of a slow ramp.
Day 1
Tracking links, creative assets, and the onboarding SOP delivered immediately — no waiting on a manual setup.
Day 3
Check-in on first activity, answer questions, and flag any early tracking or creative issues before they cost volume.
Day 7
First performance review against benchmark — partner moves to Active, or gets a direct optimization call.
Tiered Commission Structure
CPA, RevShare, or Hybrid — terms scale with proven performance, not tenure.
Newly onboarded partners
Per $10K in deposits or 50 new traders referred
Negotiated once conversion quality is proven
Active 3+ months, pushes for stronger terms
Monitoring & Compliance
Once a partner is active, these get checked continuously — not just at reporting time.
Tracked per partner, daily
Benchmarked vs. cohort average
Flags fraud & low-intent sources
Checks kept current, no lapses
● Response SLA: reach out within 24h if performance drops
AI-Driven Reporting & Outreach
AI automation cuts manual reporting and outreach time by about 60% — time reinvested in the negotiation and relationship work that actually moves partners up the tiers.