Go Live in Hours
Not Months
Most partner platforms require months of implementation, onboarding teams, and services. Partner.io is self-serve. Follow the flow and your program is live the same day.
Rated on ★★★★★ G2 .
STEP 01
~10mins
Complete onboarding
Your partner portal is fully white-labelled. Set your name, logo, colors, and subdomain so partners see your brand from day one.
Add company details
Upload branding
Configure partner types
Configure subdomain
Connect CRM
Add company information
Fill out the details for your organisation
Tell us about your company
Company Name
Klaviyo
partners@klaviyo.com
City
San Francisco
Country
United States
Upload branding
Upload your company logo and favicon
Company Logo
Set your partner types
Partner types are used to tailor your experience
Partner types
Agencies
Resellers
Influencers
This can always be changed later.
Configure subdomain
Set the domain for your partner portal
Your Partner.io Domain
Default Domain
Use your organisation name as a subdomain
Custom Domain
Connect a domain you own to your partner portal
Your default domain is:
klaviyo.portal.partner.io
Connect your CRM
Sync leads and deals between partner.io and your current CRM
Hubspot
Pipedrive
Stripe
~15mins
Set up tiers & rewards
Define your program structure. Create tiers, set thresholds, and configure payouts.
Create tiers
Create custom conditions
Define perks & rewards
Configure payout schedule
Create tiers (e.g. Silver, Gold, Platinum)
Create custom conditions
Define rewards (fixed, %, bonuses)
Configure payout schedule
Payment Schedule
Frequency
Monthly
Pay on
The Last
Country
Friday
STEP 03
~20mins
Upload docs & assets
Give partners what they need to start selling immediately.
Create partner agreements
Upload assets
Add training docs
Generate courses
Upload or generate custom
partner agreements
Use Partner.io to generate partnership
agreements in minutes
This Partner Agreement (“Agreement”) is entered into on [Date], between:
Company: [Your Company Name], a company registered in [Country], with registered address at [Address] (“Company”)
Partner: [Partner Name / Business Name], located at [Address] (“Partner”)
1. Purpose
The purpose of this Agreement is to define the relationship under which the Partner refers, promotes, or collaborates with the Company to generate leads, customers, or revenue.
2. Scope of Partnership
The Partner agrees to:
Promote the Company’s products/services via agreed channels
Submit leads through the Company’s platform or approved process
Represent the Company accurately and not make false c
Upload pitch decks and other assets
Add marketing assets to your Partner Room
Upload training documents
Use training documents to generate courses in minutes
Select a document
Product Training.pdf
Upload File
Generate or create training courses
Instantly create partner training courses from a description or training document
Course Title
Partner Onboarding
Document
Onboarding Walkthrough.pdf
Generate Course
STEP 04
~20mins
Connect CRM & Stripe
Sync leads and automate payouts.
Connect CRM
Map deal stages
Connect Stripe
Test lead sync
Map deal stages
Connect Stripe
Test lead sync
STEP 05
~10mins
Import existing partners and
setup your portal
Bring current partners into the platform without disruption.
Create or invite partners
Assign tiers
Set brand colors
Setup partner directory
Upload CSV, send invites or add manually
Assign tiers
Set brand color
Set the theme for your white-labeled partner portal
Set up your partner directory
Display your partners on your website
STEP 06
~10mins
Discover new partners
Find and recruit new partners directly.
Browse partner network
Use AI matching to land deals faster
Browse partner network
Use the partner network to match with partners
most likely to land a deal
Prospect lead
www.nike.com
Existing Partners
Stripe
82% chance of conversion
Prospective Partners
Hubspot
68% chance of conversion
LOOX
71% chance of conversion
Use AI matching to land deals faster
Increase likely hood of conversion by 75%
Invite Stripe
