Slide 1 · big idea

If you help Polo win, you get paid for the life of the customer.

0:00–1:001 of 9

This is not a tiny referral thank-you. It is a simple partner program for people who can introduce or sell owner-led businesses into Polo.

Warm referral

10% lifetime

You make a real intro. If they become a customer and stay 60 days, you get paid on collected revenue for as long as they stay.

Actual sale

33% lifetime

You source, warm, follow up, influence the close, and help get the customer signed. That is sales partner money.

Say it

“If you can bring us real customers, I want it to be obviously worth your time.”

Positioning: lead with upside, then clarify the 60-day quality rule before discussing percentages in detail.

Slide 2 · what Polo sells

Polo installs managed AI employees for real business workflows.

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The best referrals are not “people curious about AI.” The best referrals are owners with recurring work falling through the cracks.

Pain

Follow-ups, calls, reviews, estimates, admin, reports, notes, inboxes, and messy handoffs.

Outcome

One workflow captured, structured, reviewed, and improved instead of another AI tool to learn.

CTA

Start at https://meetpolo.com with one painful recurring workflow.

Say it

“Polo is not a chatbot pitch. It is managed operational help using AI.”

Slide 3 · the two lanes

Do not pay the same for a name and a sale.

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Referral partner

“I know someone.”

Makes a warm intro or sends a qualified prospect. Does not run the sales process.

10%

of collected revenue, lifetime.

Sales partner

“I can sell this.”

Sources, warms, follows up, gets the decision-maker to the call, and helps close.

33%

of collected revenue, lifetime.

Boundary: 33% is not for casual introductions. It is for actual selling behavior.

Slide 4 · money slide

The math is supposed to make a seller lean forward.

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Monthly sale

10% referral

33% sales partner

Bryan keeps after 33%

$3,000/mo

$300/mo

$990/mo

$2,010/mo

$5,000/mo

$500/mo

$1,650/mo

$3,350/mo

$60K/year client

$6,000/yr

$19,800/yr

$40,200/yr

Say it

“You sell the relationship and open the door. Bryan and the Polo team do the heavy lifting: discovery, install, workflow buildout, maintenance, improvements, support, and delivery. You keep earning for the life of the customer because you brought in the customer.”

Slide 5 · quality rule

Paid only after the customer stays and pays for 60 days.

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The program rewards durable customers, not churn, bad-fit deals, or refund risk.

First payout

Commission starts only after the customer has stayed and paid for 60 days.

Ongoing payout

Commission is paid only on collected revenue.

Pause rule

If the customer pauses, cancels, refunds, or stops paying, commission pauses too.

Say it

“I want to pay generously, but only on customers who actually stick.”

Slide 6 · who to bring

The perfect referral already feels operational pain.

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Great fit

Owner-led business. Follow-ups, notes, reviews, estimates, reports, calls, inboxes, forms, spreadsheets, or admin work keeps falling through the cracks.

Bad fit

They want AI magic, free consulting, regulated decisions without approval, or a chatbot toy instead of a managed workflow.

Ask partner

“Who do you know that complains about follow-up, admin, operations, quotes, reviews, notes, or reports?”

Keep it simple: we are not asking partners to explain all of AI. We are asking them to spot owner pain.

Slide 7 · what they say

Give partners the words. Make the intro easy.

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Forwardable intro

“You should talk to Bryan. He is helping businesses install managed AI employees for real workflows, not AI hype. If you have follow-ups, notes, reviews, estimates, reports, or admin slipping through cracks, start here: https://meetpolo.com.”

Partner should send

Company, owner/contact, why they are a fit, suspected workflow pain, and whether it is a warm intro or active sale.

Bryan handles

Triage, scope, safety boundaries, workflow fit, and converting the prospect into the right Polo offer.

Slide 8 · close the partner

The offer: sell with me, get paid with me.

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Use this when the person could become a real channel, not just a casual referrer.

Core close

“If you want to make warm intros, you earn 10% lifetime. If you want to actually help sell the deals, you earn 33% lifetime. Either way, first payout happens only after the customer has stayed and paid for 60 days.”

Ask directly

“Do you want to be a referral partner, or do you want to actually help sell this?”

Qualification: a sales partner should be willing to name their first 3 to 5 targets and explain why each could be a fit.

Slide 9 · next action

Leave with names, next steps, and a tracking record.

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If referral partner

Get 1 to 3 warm intros or a list of likely owners with suspected workflow pain.

If sales partner

Agree on targets, intro method, follow-up owner, and what counts as sales involvement.

Tracking fields

Referrer, referred company, owner/contact, warm intro status, suspected workflow pain, date introduced, booked at meetpolo.com, paid conversion, invoice amount, 60-day eligibility date, commission owed.

Final line

“Bring me real customers who stay, and I will pay you for the life of the relationship.”