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Partner Certification 101

The required 4-hour online program. Covers product fundamentals, deployment workflows, customer onboarding, and the Activation Credits economy.

📺 4 modules·Spanish + English
Partner-only

Marketing Asset Pack v2

Logos, brand guidelines, customer-facing presentations, social media templates. Brand-aware variants for each region.

📦 240 MB·Updated 2026-05
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API + Integration Docs

OpenAPI spec, SDK examples (Node, Python, PHP), webhook signatures, idempotency patterns. Everything needed for technical integrations.

🔌 OpenAPI 3.1·v1.0
Training & certification

Get certified, stay certified

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Partner 101 (Required)

4-hour online certification covering product, deployment, and operational model. Required for activation.

4h·Self-paced
Partner-only

Advanced Workflows

Deep-dive into multi-bundle deployments, custom integrations, and advanced billing scenarios for complex SMBs.

6h·Requires Authorized cert
Partner-only

Specialist Certification

Required for Tier 2 promotion. Covers customer success metrics, NPS workflows, and at-scale deployment patterns.

8h·Quarterly cohorts
Marketing assets

Customer-facing material

Partner-only

Brand pack (logos + colors)

Logo variants (horizontal, vertical, isotipo), color palettes, typography guidelines per brand (CP / RL / VO).

Figma + AI + PNG
Partner-only

Pitch deck template

30-slide presentation customizable per industry. Use as starting point for customer pitches.

Google Slides·Editable
Partner-only

Social media templates

LinkedIn, X/Twitter, and Instagram post templates. Pre-approved messaging that respects positioning guidelines.

30+ templates
Operational playbooks

Battle-tested deployment patterns

Public

SMB Onboarding Checklist

Step-by-step deployment checklist for first 30 days. Includes data migration, training, and success metrics.

PDF · 18 pages
Partner-only

Vertical playbooks

Industry-specific deployment patterns: healthcare, ISPs, retail, accounting firms, education. Each ~25 pages.

5 verticals·Bilingual
Partner-only

Renewal playbook

How to manage renewal cycles, identify expansion opportunities, and reduce churn. Includes templated outreach emails.

Quarterly updated
Customer cases

Real deployments, real outcomes

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Acme HVAC: 15 → 250 active customers

How a regional HVAC operator deployed our platform across their dealer network. 18-month timeline, 12× revenue impact.

HVAC
Public

RedTel ISP: Suspension automation

Migration from manual collections to automated suspension/reactivation. 60% reduction in operational cost, 4× retention.

ISP
Public

Bookkeeper Co: Migrating 80 clients

Accounting firm migrated 80 SMB clients to automated AR workflows. From QuickBooks-only to full operational stack.

Accounting
API + integration docs

Build into customer stacks

Public

OpenAPI specification

Complete API reference: bundles, skills, addon packs, license activation, webhook events, idempotency.

OpenAPI 3.1·JSON + YAML
Public

SDK examples

Reference clients in Node.js, Python, PHP, Go. HMAC signing, retry patterns, webhook validation included.

4 languages
Public

Webhook event catalog

Full event taxonomy: license.expiring, license.expired, catalog.price_changed, pack.consumed. Includes payload shapes.

20+ event types

Monthly partner newsletter

New playbooks, customer cases, product updates, and tier promotion changes. No fluff.