Partner and affiliate program

Partner and affiliate program

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Partner and affiliate program

A recruiting page for the referral partners and affiliates who send new members your way: accountants, bankers, consultants, podcasters and happy members. It sets out three commission tiers clearly, explains how referrals are tracked and paid in four steps, adds a word from an existing partner and collects applications through your own form. The terms sit in an accordion so nothing is hidden. Set your own commission rates and payment schedule, rewrite the terms with your adviser, and choose your partner application form on import.

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Partner and affiliate program

Introduce an owner. Earn while they grow.

Accountants, bankers, consultants and members who send business owners to Summit Founders Circle earn up to 20% of every membership payment for a full year.

Two professionals talking over coffee
$1,380
Average first-year commission per referral
62
Active partners
38%
Of new members come from partners

Three tiers, based on referrals a year

Commission is paid on every membership payment your referrals make in their first 12 months. Your tier resets each January.

Referrer: 10%

1 to 3 members a year. About $690 for each annual member you introduce. For members and friends of the circle.

Partner: 15%

4 to 9 members a year. About $1,035 per annual member, plus two free guest passes to the annual retreat.

Premier partner: 20%

10 or more a year. About $1,380 per annual member, a co-hosted workshop for your clients and a listing on our partners page.

Four steps

How it works

  • 1. Apply below. We review applications within a week and send your partner link and welcome kit.
  • 2. Introduce owners by sharing your link, or with a warm email introduction to Jordan copied in.
  • 3. When they're accepted and join, the referral is credited to you, even if they apply months later.
  • 4. Commission is paid by direct deposit on the 15th of each month, with a statement of every payment.

A good fit

Who makes a great partner

  • CPAs, bookkeepers and fractional CFOs with small business clients

  • Business bankers and commercial lenders

  • Consultants, coaches and HR advisers who serve owners of 5 to 50 staff

  • Podcast hosts and newsletter writers with an owner audience

  • Current and past members of Summit Founders Circle

We don't accept paid ads that use our name, coupon sites or cold email lists. Partners succeed here because their clients trust them.

Danielle Moore, a partner accountant

My clients kept asking me questions that weren't really about accounting. They were about being the boss. Now I introduce them to Jordan, they get a group of peers, and the commission pays for my own team's training budget.

DDanielle Moore, CPAPremier partner since 2023, Moore and Associates

Apply to become a partner

Tell us about you and the owners you work with. There is no cost to join and no minimum number of referrals.

Questions first? Email hello@example.com or call our partner team at (555) 014-2290, Monday to Friday, 9 am to 5 pm Central.

Accounting or finance
Fewer than 10
I have read and agree to the program terms

Apply to partner

Program terms

The short version of the partner agreement you'll sign when you're approved.

What counts as a referral

A referral is credited when a new owner applies using your partner link or a direct introduction, is accepted and pays for membership within 12 months of the introduction. Existing applicants and past members are not eligible.

How commission is calculated

Your tier rate applies to the membership fees your referrals pay in their first 12 months, after any refunds. Retreat tickets, workshops and taxes are excluded. Your tier is set by the number of referrals who join in the calendar year.

When you get paid

Commission is paid on the 15th of the month after the payment clears, by direct deposit, once your balance is $50 or more. We need a completed W-9 before your first payment.

How you can promote us

Share your link with your own clients, audience and network, and use the logos and copy in your welcome kit. You may not bid on our name in search ads, offer discounts we have not approved, or make income or results claims on our behalf.

Disclosure

Tell the people you refer that you earn a commission. A simple line such as "I'm a paid partner of Summit Founders Circle" is enough, and it is required by law for online promotion.

Changes and ending the agreement

Either side can end the agreement with 30 days' notice by email. Commission already earned is paid in full. We may change rates with 60 days' notice, and changes never apply to referrals already made.

Know an owner who's doing it all alone?

Apply in five minutes and send your first introduction this week.

Use this page

Make it yours in a few minutes

  1. Find it in your Control Panel. Go to Content > Page Library and search for "Partner and affiliate program".
  2. Add it to your site. Choose a title and a department. The page arrives as a draft, with its pictures copied to your site and your site's name already in place.
  3. Change the words and pictures. Open it in the page builder, replace the sample text and images with your own, and make it live when you are ready.

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