Partner Handbook

Start here

1. Read this handbook end to end, then the Partner Agreement. You accept the agreement in the portal before you start.
2. Learn the two main products: the AI receptionist (Voice Console) and Unleashed Systems. Know the price of each by heart.
3. Generate your referral link and code in the portal (Links). Every sale has to come through it, or through a lead registered to you, to be credited to you.
4. Pick up a call sheet if you have been given one, or build your own list of local businesses.
5. Call, book a short demo, run it, and send the client your link to pay. Unleashed does onboarding and setup once they've paid.
6. Watch Pending and Available in the portal. Withdraw once Available reaches the payout minimum.

What you sell

Full details in the catalogue. Every product is month to month: cancel any time (a prepaid lock-in runs for the months paid and is not partly refunded), changes made within 24 hours, a 30-day money-back guarantee on Systems and the AI Receptionist, and a consumer's legal 14-day right to cancel. See the Customer Terms.

Leads and call sheets

• Most partners find their own businesses: local search, walking the high street, people you know. That is the normal way to work.
• Some partners are given a call sheet: a batch of up to 50 local businesses to call, with the ones that have no website first. Finish your batch before you ask for the next one.
• Not every number on a call sheet has been checked against the TPS and CTPS (the UK do-not-call registers). Before each call, check the lead's tag in Lead Gen, and follow the call rules: open however you like, but early in the call always say your name, that you're calling from Unleashed, and where we got their number; no pressure; if anyone asks not to be called again, mark them Do Not Call immediately and end the call politely.
• Partners under 18 are never given call sheets.
• Nothing starts for a 16 or 17 year old until their parent or guardian has signed the Guardian Consent. Past school-leaving age, calls finish by 21:00 and messages stop at 22:00, in their own local time, and nothing happens between 22:00 and 06:00. From 16 until school-leaving age it is referral-only: share your own link and earn referral commission, between 07:00 and 19:00, with no calls or messages. Under 16s cannot join.
• Found a real prospect yourself? Ask Unleashed to register the lead to you. A registered lead is protected for you for 60 days.

Call, demo, close

1. 1. Before you dial

   • Best times to reach owners: 7:30 to 8:30am, lunchtime, and after 4pm.
   • Have three things open: systems.unleashed.vision, the demo line +44 20 4620 0087, and book.unleashed.vision for booking demos.
   • Volume wins. Plenty of calls end in a no. That is normal.

2. 2. Open

   • Say who you are and why you're calling in one breath, then ask a question. Don't ask "did I catch you at a bad time?"
   • Example: "Hi, it's Sam from Unleashed. I help local trades stop losing jobs to missed calls. Quick one: when you're on a job and the phone rings, who answers it?"

3. 3. Find the problem

   • Ask about one thing only: missed calls, the website, reviews, or old customers going cold.
   • Say the problem back in their words and check it: "So jobs are going to whoever picks up first. Fair?"
   • Talk about one product per call. Don't list everything we sell.

4. 4. Book the demo

   • Ask for ten minutes, and give a choice of two times: "Is tomorrow at 10 or Thursday at 4 better?"
   • For the AI receptionist, the fastest demo is the live line: ask them to ring +44 20 4620 0087 while you're on the phone.

5. 5. Run the demo and close

   • Show the one thing that fixes their problem. Quote one monthly price, never an itemised list.
   • Tell them it's month to month and they can cancel any time in their account, exactly as set out in the Customer Terms they accept at checkout. The one exception is a prepaid lock-in: it runs for the months paid, and part of a term already paid is not refunded. Apart from the 30-day money-back guarantee below and a consumer's legal 14-day right to cancel, payments are not refundable. Quote the guarantee word for word and never promise any other refund or guarantee.
   • Close with your referral link: they pay through Unleashed's checkout, never to you.
   • Send a short written recap the same day: what they're getting, the price, that it's month to month, the Customer Terms link and your payment link.

6. 6. After the sale

   • Unleashed handles onboarding and setup, so get back to selling.
   • Ask for a referral: "Who else do you know who misses calls like you did?"
   • Check in once in a while and log it, so the client stays looked after (see How commission works).

Getting credit for a sale

1. Open Links in the portal and generate your referral link. You get a link, a short code and a QR code.
2. Every client must pay through your link (or use your code at checkout). That is what ties the sale to you.
3. If you found the lead yourself and it may come in another way, ask Unleashed to register it to you first. It stays yours for 60 days.
4. If you set the demo and another partner closes it (or the other way round), tell Unleashed who did what so the split is recorded.
5. Once the client pays, the sale shows in the portal under Pending. If it doesn't, tell Unleashed straight away.

Open your links in the portal

Website as leverage

• A website is quick and cheap for Unleashed to build, and almost every small business knows theirs is weak or missing. That makes it the easiest thing to talk about on a cold call.
• Use it to open the conversation and to sweeten a bigger deal. The money is in the monthly products: the AI receptionist and Unleashed Systems.

Discounts

• We never discount the monthly price. List price is the price, and it is what every client pays month to month.
• The only way a price goes lower is by locking in: the client pays up front every 2 to 6 months, and the longer they lock in, the more they save.
• A lock-in discount never stacks with a first-month discount code, a closer's floor price or any other code. It applies to the list price only.
• One-off charges (a website build, setup) are not discounted by locking in.
• Use the Pay every picker on your Links page, or the lock-in option in the custom link builder. The price is worked out for you; never quote your own.

How commission works

• You earn 22% of what each client you bring in pays after their first month, and 35% in their first month (before VAT, after any discount). Shared deals pay the role rates below. The rate does not climb or fall with points, levels or badges: XP, levels and badges are status only.
• XP, levels and badges (table below) are status only. They show how far you have come and unlock bragging rights, never a different rate.
• First month: everything a new client pays in their first month, including a website or bespoke build, earns 35% (25% as a closer on a setter's lead, 15% as a setter). After that, everything earns your normal monthly rate, plus the care extra while you're the care contact. Website and bespoke invoices are included. Roles are fixed at the date of the client's first paid invoice.
• Your rate is the full rate while you have brought in a new paying client in the last 120 days (we warn you at day 90). If 120 days pass with no new client, your rate on existing clients drops to a 10% trail until your next new paying client puts you straight back on the full rate. You never have to bring in clients.
• Client care: Earn 22% on every client, and 25% on clients you look after for us. We'll ask you if a client needs looking after. You can say no, and you still keep 22%. Earnings depend on your sales and aren't guaranteed. Once you say yes, you earn 25% on every payment from that client after their first month, with no check-in schedule, until you hand care back, the client asks not to be contacted, or we end the request or move care.
• Shared deals: a setter earns 15% in the client's first month, then 7%; a closer on a setter's lead earns 25%, then 15% (18% while we've asked them to be the care contact). Book and close it yourself and you earn the full 35%, then 22%.
• Recruiting bonus: a one-off £100 per partner you introduce, once their client has made 2 cleared payments. Never paid for the sign-up alone, and cancelled if that commission is refunded.
• Recruiter override: 2% of what your recruits' clients pay, for as long as you stay active (a new client every 120 days). Paid by Unleashed on top; their pay isn't reduced. One level only.
• One-off fees (like a website build) are paid once, on the invoice: the first-month rate in the client's first month, your monthly rate after that (with the care extra while you're the care contact).
• Selling an existing client another product earns your normal rate on it.
• Unleashed may offer a bonus campaign from time to time. Any campaign is published in the portal in advance to all eligible partners on the same terms, is based only on results (money paid by customers) and never on hours, activity or how you work, and taking part is optional. Until paid, a bonus is not commission.
• No commission on Boosts. A Boost is a top-up of a plan's allowance, not a Commissionable Receipt. Upgrading a customer to a bigger plan is different: you earn on the new plan's price.

Worked examples

Illustrative examples only, not a promise of earnings

Only paid if the client pays and isn't refunded. Many partners close no clients at all. Try your own numbers in the calculator, which also lets you switch between full cycle, closer and setter.

Getting paid

• A new client's commission is held for 30 days from their first payment, in case they refund. Later payments are held for 2 days while the money settles.
• Once 3 of your clients have passed the full new-client hold with no refund, cancellation, chargeback or reversal, you're a trusted partner and new clients' commission is held for 7 days instead. A money-back refund after that is taken back under clause 6.10, normally off your next commission. An open chargeback pauses trusted status, and ends it if we lose the dispute; a misconduct or selling-rules decision ends it too. You can earn it back the same way.
• In the portal: Total earned goes up as soon as you earn, Pending shows what's on hold and the date each line clears, and Available is what you can withdraw.
• Payouts go out monthly by Wise transfer or Stripe once Available reaches £50. Less than that rolls over to the next month.
• Set up how you get paid (Wise or Stripe) from Payouts in the portal before your first payout. You're self-employed, so you handle your own tax.
• Commission is on the price before VAT. We pay the card fees, so they never come out of your commission.
• Sales through an app store pay on what we receive after VAT and the store's cut. The £17.99 iPhone plan, with Apple taking 15%, is £12.74 to us, so a full-cycle partner earns £4.46 for the first month, then £3.19 a month. If Apple takes 30%, it is £3.67 and £2.62. Google Play takes 15%.
• Clawback: If a client's payment is refunded or charged back within 90 days of it, that commission is taken off your future commission. We never ask you to pay it back and we never invoice you. If you leave, anything still owing is written off. Fraud and self-referral have no time limit.
• Spotted a mistake? Raise it within 60 days.

Open Payouts in the portal

Leads, clients and the rules

A plain-English summary of the Partner Agreement's rules on leads and clients. The agreement is the version that counts. Some of these rules, such as reassigning clients and repaying commission on diverted clients, arrive with the latest agreement update; until you accept it, the agreement you signed applies.

Questions

Do I need any experience?

No. Everything you need to sell is in this handbook. If you can make a friendly phone call and follow the steps, you can do this.

Is there a salary or a target?

No. It's commission only and you're self-employed. You choose your hours. There's no quota, but staying active keeps your full rate.

Can I offer a discount?

Yes, through the first-month discount code in Links: up to 20% off the first month at no cost to you, or up to 50% if you give up some of your own commission. Don't promise any other discount or free extra without asking Unleashed first.Your links and codes

The client wants to pay me directly. Can they?

No. Clients only ever pay through Unleashed's checkout, using your link. Taking money directly breaks the agreement.

What if the client cancels after a few months?

You keep what you were paid for the months they paid. Commission stops when their payments stop. A refund of a payment you've already been paid for comes off your future commission.

What if I don't sign anyone for 120 days?

Your rate on existing clients drops to 10% until you sign a new paying client, then it goes straight back up.

Who sets up the product for the client?

Unleashed does. Once the client has paid, the founder handles onboarding and setup.

When is my first payout?

About 30 days after your first client's first payment, at the next monthly payout run, once Available is at least £50. Once 3 of your clients have passed the full new-client hold with no refund, cancellation, chargeback or reversal, you're a trusted partner and new clients' commission is held for 7 days instead. A money-back refund after that is taken back under clause 6.10, normally off your next commission. An open chargeback pauses trusted status, and ends it if we lose the dispute; a misconduct or selling-rules decision ends it too. You can earn it back the same way.

Can I keep my clients if I stop being a partner?

No. Clients belong to Unleashed. What happens to your commission when you leave is set out in the Partner Agreement.Partner Agreement

Where are the full product details and an earnings calculator?

In the catalogue and the calculator. The calculator is an illustration, not a promise of earnings.Product catalogueEarnings calculator

Still stuck? Email partners@unleashed.vision.