Course curriculum

    1. Welcome

    2. Are you ready?

    3. Strategic Planning

    4. Tiers and Tracking

    5. Tech Prep

    6. Six Questions

    1. Commission Program

    2. Build Tracking Links

    3. Create Referral Resources

    4. Referral Partner Center

    5. Pay Out Commissions

    1. Engagement Strategies

    2. Partner Journey

    1. Testing

    2. Misc Settings

    3. The Partner Record

    4. Reports

    1. Affiliate Advice [with Jamie DuBose]

    2. Launching [with Jamie DuBose]

    3. Horror Stories [with Jamie DuBose]

    4. Creative Tactics [with Jamie DuBose]

    5. Feedback

About this course

  • Free
  • 22 lessons
  • 4.5 hours of video content

About This Course

A guided walkthrough to planning, building, and launching a Referral Partner program (inside Keap) to grow your business

A referral partner program can be a powerful growth lever for any small business.

This guided walkthrough is designed specifically for Keap users eager to introduce a Referral Partner (or Affiliate) program to grow their business.

In this course, you'll embark on a step-by-step journey to plan, build, and launch a successful Referral Partner program within Keap.

Course Breakdown:

Section One: Planning Your Program

  • Assess your business readiness for a Referral Partner program.

  • Make key strategic decisions about program operations, commission structures, and more.

Section Two: Building Your Program

  • Dive into the technical configuration of your Referral Partner program.

  • Learn to build commission programs, set up tracking links, create partner resources, and design a seamless partner sign-up process.

Section Three: Launching and Managing Your Program

  • Strategize the launch for your program by inviting partners.

  • Explore strategies to support partners and keep them engaged over time.

  • Tackle administrative considerations such as paying out partners and reporting on their activity.

Additionally, we've included insights from an interview with Jamie DuBose, a Keap Certified Partner, who shares real-world advice from her experience designing and supporting successful Referral Partner programs.

By the end of this course, you'll have all the tools and knowledge needed to use Keap to implement a Referral Partner program that expands your reach, drives new prospects, and creates growth for your business.