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Partner with SimpleKPI Refer it, resell it, or offer it to members

The SimpleKPI partner program pays consultants, accountants, bookkeepers, agencies and trade associations for bringing new customers to SimpleKPI. Refer a client and you earn 25% of what they pay us in their first 12 months, or resell it at 30% off list and keep the margin for as long as they stay. Associations can give members 20% off and take a 10% share. Joining is free, and it all runs through a real person here rather than a portal.

  • 25%

    of what a referral pays us in their first 12 months

  • 30% off

    list price on every client account you resell

  • $0

    to join, whichever route you take

Three ways to partner

Pick whichever fits how you already work. Referring suits people who'd rather make the introduction and leave the rest to us. Reselling means the invoice and the client relationship are yours, and the association route is built around your members. Resellers keep their margin for as long as a client stays, because they keep looking after that client. Referrals pay for a year.

Refer clients

Consultants, accountants, bookkeepers, agencies, writers and existing customers who want to recommend SimpleKPI and let us look after the rest.

25% for 12 months

Of everything a referred customer pays us in that time, counted from their first payment. Paid in cash, or as account credit if you're a customer and would rather have that.

For example: A monthly client at $79 earns you $19.75 a month, which is $237 over the 12 months. An annual client at $758 earns you $189.50 in one payment.

Talk to us about referring
  • No application and no certification. You sign a one-page agreement and you're a partner.
  • Before a client pays, register them with us through the contact page. Their company name and a contact email is all we need.
  • It counts if they make their first payment within 90 days of your registration. If two partners register the same company, the first valid registration wins.
  • We handle the trial, the sale, the billing and all the support, by email and in-app.
  • Each payment is held for 60 days to cover refunds and chargebacks. Your commission then goes out on the 15th of the following month, in US dollars by PayPal or bank transfer (Wise), once you're owed $50 or more.
  • Monthly or annual, let the client choose. Annual pays you less in total, but all at once about two months after they buy, and it can't shrink if they leave early.
  • Whatever you charge clients for setup, training or reporting is yours to keep.

Resell to clients

Consultants, accountants, bookkeepers and agencies who want SimpleKPI on their own invoice and are happy to answer their clients' day-to-day questions.

30% off list

On every client account you pay for, for as long as it stays on your billing. You set the price your client pays.

For example: Charge a monthly client the $79 list price and you keep $23.70 a month, or $284.40 a year. Ten of them is $2,844 a year, before any setup fees you charge.

Talk to us about reselling
  • We invoice you through Stripe at 30% off list. What you charge the client is up to you, and so is the margin.
  • You set up each account (KPIs, dashboards, data imports, Kip) and handle the how-to questions. Product bugs and account problems come to us by email or in-app.
  • We support you the same way we support everyone, by email and in-app. There's no phone line or live chat to pass clients to.
  • You pay us on time, whether or not your client has paid you yet.
  • The client owns their account and their data. If the partnership ends, they move to direct billing at list price and keep everything.
  • It starts with an application. Once we've approved it and you've signed the agreement, we do a one-hour onboarding walkthrough before your first client. If you don't have a paying client within 90 days, you move over to the referral route.
  • White label options available.

Offer it to your members

Trade associations, professional bodies and business networks that want to give members a hand with their numbers.

20% off, plus a 10% share

Members save 20% for as long as they subscribe, and your association earns 10% of what they pay. Waive your share and members get 30% off instead.

For example: A member on monthly pays $63.20 instead of $79, and your association earns $6.32 a month. With 40 members on annual, you earn $2,425.60 a year and they save $6,064 between them.

Talk to us about your members
  • Members use a members-only code when they subscribe. The code is how we know they came through you, so there's nothing to track.
  • They keep the discount for as long as they subscribe, even if our agreement with your association ends.
  • Your 10% is paid quarterly, within 45 days of the quarter end, once it reaches $50.
  • We build a KPI set for your members' line of work, with ready-made dashboards to start from, and run a co-branded launch webinar with you. That's Association Setup in SimpleKPI Studio, agreed with each association.
  • What we ask in return: co-host the webinar, tell members about the offer at launch, and remind them at least once a quarter in a newsletter, member portal or event. Keep the code inside the membership and off coupon sites.
  • Members are ordinary SimpleKPI customers. We support them by email and in-app, so your staff don't take on any support work.

Why it's an easy recommendation

  • One flat price

    $79 a month, or $758 a year with 20% off. Users, dashboards and KPIs are unlimited, so a client's bill doesn't grow when their team does.

  • Kip is built in

    The built-in AI builds dashboards when asked and explains why a number moved. It's in the flat price, and there are no AI credits to buy.

  • Nothing to lock anyone in

    There's a free 14-day trial with no credit card. Monthly billing cancels any time, and annual subscriptions come with a 30-day goodwill refund.

  • Support from the people who build it

    Referred clients get priority email support and in-app help from our own team. We don't hand it to anyone else.

  • Independent since 2007

    Founded in 2007. SimpleKPI launched in 2012. We're self-funded and always have been, which is a comfortable thing to know when your name is on the recommendation.

How it works

  1. Step 1: Get in touch

    Send us a message through the contact page. Tell us who you are, who your clients or members are, and which route you're leaning toward.

  2. Step 2: Agree the terms

    Someone from our team replies within two business days to talk it through. You sign a short partner agreement, and resellers get a one-hour onboarding walkthrough.

  3. Step 3: Bring your first client

    Register a referral before they pay, put your first client on your own billing, or plan the member launch with us. We track referrals by hand for now and confirm each one in writing.

  4. Step 4: Get paid

    You get an emailed statement each payout period, listing every account, what it paid and where your commission stands. Referral commission goes out monthly on the 15th and association shares quarterly. Resellers just see 30% off each invoice.

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Partner questions

Something we haven't covered?

Get in touch

Who can become a SimpleKPI partner? Do I need to be a customer?

Anyone whose clients or members need to keep track of their numbers: consultants, accountants, bookkeepers, agencies, writers, trade associations and professional bodies. You don't need to be a customer, though it helps to know the product before you recommend it, and the free 14-day trial is the quickest way in. Existing customers can refer too, and can take their commission as account credit if they'd rather.

Does it cost anything to join?

No. There's no fee on any route. Referral partners and associations have no minimums or targets. Resellers need at least one paying client within 90 days of approval, or they move to the referral route.

How much do referral partners earn, and for how long?

25% of what a referred customer pays us in their first 12 months, counted from their first payment. A monthly customer at $79 earns you $19.75 a month, or $237 if they pay for all 12 months. An annual customer at $758 earns you $189.50, paid in one go once the 60-day hold ends. There's no cap and there are no tiers.

Which payments earn commission?

Subscription payments only, on the net cash we actually receive. That means after sales tax and VAT, and after any refunds, chargebacks or credits. Free trials don't earn commission, and neither do SimpleKPI Studio services.

How do you know a client came from me? Is there a partner portal?

There's no portal or tracking link yet, so you tell us. Register each client through our contact page with their company name and a contact email before they pay. We track referrals by hand for now and confirm each one in writing, and before we pay out, we check with the customer that you referred them. Resellers and associations don't need to register anyone, because your billing or your members' code already tells us.

What if the client already had a trial, or someone else introduced them too?

The first valid registration wins. A referral counts if the customer makes their first payment within 90 days of your registration. An account doesn't qualify if it already had a trial or subscription when you registered it, or paid us anything in the previous 12 months.

When and how do I get paid?

We hold each payment for 60 days to cover refunds and chargebacks. After that, referral commission is paid on the 15th of the month after the hold ends, and association shares are paid quarterly, within 45 days of the quarter end. Payouts are in US dollars by PayPal or bank transfer through Wise, wherever you're based, and you cover your own receiving fees. The minimum is $50, and smaller balances roll forward. Customers who take account credit have no minimum.

What happens if my client cancels or gets a refund?

Commission stops when they stop paying. The 60-day hold covers the 30-day goodwill refund on annual subscriptions, so most refunds happen before anything's paid out. If a refund or chargeback does come after we've paid you, we take it off your next payout. We'll never send you a bill for it.

Can I refer my own business, or earn twice on one client?

No to both. You can't earn on your own account, your employer's, or any account you control. Each customer has one partner on one route, so a reseller's client or an association member can't earn anyone a referral commission as well.

Can I offer my clients a discount?

If you resell, you set the client's price, so any discount comes out of your 30% margin. Referral partners can't offer a SimpleKPI discount, and an association's member code has to stay inside the membership. Please don't promise custom pricing or features we haven't built.

Can I advertise using the SimpleKPI name?

You can write about us, recommend us and link to us, as long as you say you're paid for it. That's the FTC's rule in the US and the ASA's in the UK. You can't bid on SimpleKPI, its misspellings or brand-plus-keyword terms in paid search, or put SimpleKPI in a domain, social handle or ad display URL. Coupon, cashback and incentivized-traffic sites are off limits, and so is emailing people who haven't agreed to hear from you.

What's the difference between referring and reselling? Can I do both?

When you refer, we bill the client and support them, and you earn 25% of what they pay in their first 12 months. When you resell, you bill the client, handle their day-to-day questions and buy at 30% off list for as long as they stay. You can use both routes with different clients, just not for the same one.

If I resell, who supports my clients?

You do, for first-line questions: how-to, setup, KPI and dashboard builds, data imports. Product bugs and account issues come to us by email or in-app. That's how we support every customer, so there's no phone line or live chat for you or your clients.

Can I put my own brand on SimpleKPI?

Yes, with White Label in SimpleKPI Studio. Your clients log in on your own domain and branded login page, SimpleKPI isn't mentioned anywhere, and you run all their accounts from one master account. You look after their support. It's $149 a month plus $55 per client account, with 5 client accounts to start and a one-off $499 setup. Without it, an account can still carry a logo and brand color on publicly shared and embedded dashboards.

Is there a contract, and how quickly will I hear back?

Yes, a short written partner agreement you sign electronically. It's non-exclusive with no territories, and you're an independent partner, so please don't present yourself as SimpleKPI staff. We can change the program with 30 days' notice, and commission you've already earned is always paid. Someone from our team replies to every partner inquiry within two business days.

What does it cost an association, and what do members get?

Joining costs the association nothing. Members get 20% off list for as long as they subscribe, which is $63.20 a month instead of $79, or $606.40 a year instead of $758. Your association earns 10% of what they pay, or you can waive it and members get 30% off. Otherwise members get the same product as everyone else, Kip and unlimited users included. If you'd like a KPI set built for your sector and a co-branded launch webinar, that's Association Setup in SimpleKPI Studio, agreed with each association.

Tell us who you work with

Send a short message through the contact page with who you are, who you work with and which route you're leaning toward. Not sure which fits? Say so, and we'll help you pick.

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