Trusted advisers: 20% for a year, per owner | AI Scaling

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For agencies, accountants, bookkeepers and coaches

Your clients get every call answered. You get 20% for a year.

20% of what we collect per owner, paid monthly over 12 months.

Refer an owner who runs a local service business. When they have paid for 60 days, we pay you 20% of what we collect from them, every month, for 12 months.

Apply as an adviser Read the terms first
  • No fee to join
  • Your claim holds 90 days
  • Bill your own setup work
Otto, the AI Scaling agent, holding paperwork
What one owner pays youPer owner
$5,996from this one owner,
if they stay 6 months
Each month$999.40
First payoutMonth 3, for months 1 to 3
When they attend a demo with us+ $150, once

On the $4,997 plan. Per owner, not a forecast of what you will earn. Owners who leave before 60 days are not counted.

How your 20% is paid.

Per owner, once they have paid for 60 days.

Take it as pay

20% of what we collect from the owner, monthly, for 12 months.

$999.40a month, per owner, on the $4,997 plan
  • Plus $150 when they attend a demo
  • Paid by bank transfer by the 10th
  • Counts toward Preferred
Paid for the demo, not only the sale.

Owners can take weeks to decide. When an owner you registered attends a demo with our team, we pay you once, whatever they decide.

$150per owner
Preferred

Keep owners happy. Earn more for longer.

Preferred is earned by owners who stay, not by volume alone. We check it every quarter, and you can see where you stand in your dashboard.

StandardEveryone starts here
Pay
20% for 12 months
Demo reward
$150 per owner
Preferred10 or more active owners, 85% still paying after 12 months
Pay
25% for 24 months
Listing
In our partner directory
Leads
Owners who ask for local help

We send leads only when owners ask for them. Your dashboard shows every lead we sent and what happened to it. If there were none, it says zero.

The terms, before you sign.

Twelve clauses, written so you can check them in five minutes. The signed version says the same thing in the same words.

Trusted adviser termsVersion 1.3 · October 17, 2026 · Changes need 90 days' notice
  1. Your claim

    Register an owner by name and business. For 90 days they are yours, even if they sign up with us directly or our sales team finds them. If two partners register the same owner, the first one wins, and both of you can see why.

  2. What you earn

    20% of the monthly plan fee we collect from each owner you bring, for their first 12 paid months. Preferred partners earn 25% for 24 months.

  3. When you are paid

    An owner qualifies after they have paid for 60 days. Then we pay monthly, by the 10th, for the month before. Balances under $50 roll over to the next month.

  4. What it is paid on

    The plan fee we actually collect. Phone minutes and texts are not included. Months we refund are not counted.

  5. If the owner leaves

    Before 60 days, nothing is earned and nothing is taken back. After that, what has been paid stays paid. There are no clawbacks.

  6. Earned means earned

    What you have earned on existing owners stays yours if we change the program, end it, or you leave it.

  7. Changes to these terms

    We give every partner 90 days' notice in writing before any change. Nothing changes at our "sole discretion".

  8. Price protection

    Owners you bring keep their plan price for 12 months. Their usage rates are shown before they turn anything on, and they can set a monthly cap.

  9. Your own work

    You may bill owners for your own setup, training and advice. Our "no setup fee" means ours, not yours.

  10. Support

    We support every owner you bring. You can see their open questions, but you are never their help desk.

  11. No undercutting

    We will not offer an owner you registered a lower price than they can get through you, and we will not run promotions aimed at them.

  12. Staying in

    No fee to join, no fee to stay, no sales minimum. You can see every owner, status and payout in your dashboard, and dispute any decision there. A named person replies within 10 business days.

Questions about a clause? Ask on the apply form and a person answers before you sign.Read the full terms

Three steps to your first owner.

Register your first owner as soon as you are approved.

  1. 1
    Apply

    Two minutes. A person approves you within 1 business day.

  2. 2
    Register an owner

    Name and business. Your claim holds 90 days.

  3. 3
    Get paid monthly

    After they have paid 60 days, by the 10th.

Adviser questions.

The ones partners ask before they sign.

Do I have to sell anything?

No. You can mention it at a review, hand over the one-page offer from your dashboard, and register the owner. Our team runs the demo and the setup.

What counts as an owner?

A business that signs up for a paid plan and pays for 60 days. One business is one owner, however many people use it.

What if two partners refer the same owner?

The first to register wins. Both of you see the date each registration was made, so there is nothing to argue about.

Does the 20% include phone minutes and texts?

No. It is 20% of the monthly plan fee we collect. Minutes and texts past what the owner's plan includes are billed to the owner at the rates on Pricing.

I am a CPA. Can I take the fee?

Your professional and state board rules decide that, not us. Check them before you take a fee.

Can I put it under my own brand?

Not on this track. If you want to sell it under your brand at your price, look at the Agency Back Office.

Bring your first owner this week.

Apply in 2 minutes. Once a person approves you, register an owner and your claim starts that day.

Apply as an adviser Read the terms