Partner terms, in plain words.
The written terms for each partner program. Each one has its own version and date. We change them only with 90 days' notice in writing, and what you have earned stays yours.
Trusted adviser terms
Version 1.3 · October 17, 2026
What changed in Version 1.3: we removed a referral perk for owners you bring. Owners you bring get the same price and terms as anyone, and your 20% commission is unchanged. In Version 1.2 we removed the client discount option. You accept the version in force on the day you join.
For agencies, accountants, bookkeepers and coaches who refer owners of local service businesses.
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.
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.
The first two months
Commission for the owner's first two paid months is held, and paid in month 3 once the owner has paid for 60 days.
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.
What it is paid on
The plan fee we actually collect. Phone minutes and texts are not included. Months we refund are not counted.
Refunds
If we refund an owner for a month, only that month's commission is reversed. There is no clawback after day 60.
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.
The paid demo
When an owner you registered attends a demo with our team, we pay you $150 once, whatever they decide.
Preferred
With 10 or more active owners and 85% of them still paying after 12 months, you move to Preferred: 25% for 24 months on new owners, a listing in our partner directory, and owners who ask us for local help. We check it every quarter. If you fall below it, you move back to the standard terms; you never fall below them.
Leads
We send leads only when owners ask for local help. Your dashboard shows every lead we sent and what happened to it. If there were none, it says zero.
Earned means earned
What you have earned on existing owners stays yours if we change the program, end it, or you leave it.
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.
Same price, direct or through you
We never offer an owner you registered a lower direct price than they can get through you. You may add your own discount on top.
Your own work
You may bill owners for your own setup, training and advice. Our "no setup fee" means ours, not yours.
Support
We support every owner you bring. You can see their open questions, but you are never their help desk.
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.
Your professional rules
You follow the rules of your profession and your state on referral fees.
Telling owners you are paid
Tell each owner you register that you are an AI Scaling partner and are paid when they sign up.
One track per owner
Each owner is either your referral under these terms or a client of your Agency Back Office, never both.
Staying in
No fee to join, no fee to stay, no sales minimum. You can see every owner, status and payout in your dashboard.
Changes to these terms
We give every partner 90 days' notice in writing before any change. Nothing changes at our "sole discretion". A change never takes back what you have already earned.
Leaving
You can leave at any time, in writing. We can end your participation only with 90 days' notice in writing, or sooner for fraud or a serious breach of these terms. Unless it ends for fraud, what you have earned stays yours, and commission on owners you already brought keeps running for its full term, paid on the usual schedule.
Disputes
Raise any decision from your dashboard. A named person on our team replies within 10 business days. Where two partners claim the same owner, the earlier registration wins.
Setup partner terms
Version 1.2 · October 17, 2026
What changed in Version 1.2: we removed a referral perk for owners you bring. Owners you bring get the same price and terms as anyone. You accept the version in force on the day you join.
For implementers who set owners up on AI Scaling, to our checklist, and are certified by our team.
Certification
You are certified after a short course in our help center and 3 go-lives with one of our setup leads beside you.
What you earn
$300 for each owner who goes live with you as their setup partner. The 3 supervised go-lives during certification are paid the same fee.
What a go-live is
The owner is set up to our checklist, and our setup lead has signed it off.
If a go-live misses the checklist
Our setup lead tells you what to fix. The fee is paid once the go-live meets the checklist.
When you are paid
Monthly, by the 10th, for go-lives signed off in the month before. Balances under $50 roll over to the next month.
The adviser share too
Owners you bring also earn you the Trusted adviser share, 20% for 12 months, under the Trusted adviser terms above.
Your own work
Our fee covers the setup on our checklist. Anything more you do for the owner, such as training or advice, you agree and bill with them directly. Our "no setup fee" means ours, not yours.
Support
We support every owner after go-live. You can see their open questions, but you are never their help desk.
Staying in
No fee to join, no fee to stay, no minimum number of go-lives.
Changes to these terms
We give every partner 90 days' notice in writing before any change. Nothing changes at our "sole discretion". A change never takes back what you have already earned.
Leaving
You can leave at any time, in writing. We can end your participation only with 90 days' notice in writing, or sooner for fraud or a serious breach of these terms. Unless it ends for fraud, what you have earned stays yours, and commission on owners you already brought keeps running for its full term, paid on the usual schedule.
Disputes
Raise any decision from your dashboard. A named person on our team replies within 10 business days. Where two partners claim the same owner, the earlier registration wins.
Agency Back Office terms
Version 1.0 · October 13, 2026
These terms replace the earlier wholesale pricing (a per-client wholesale price and a monthly platform fee).
For agencies that sell AI Scaling to their own clients, under their own brand and at their own price.
Your package
You join through one of three packages, paid once. DIY (Do It Yourself), $4,997: three group training calls a week, plus the self-paced course. DWY (Done With You), $14,997: two one-on-one sessions a week for the first three months, plus the group training calls. DFY (Done For You), $24,997: we do the build and the work, then we do it with you, then you take it over while we watch you run it.
The ongoing fee
On every package, we keep 10% of what your clients pay you, collected on our billing rails from each payment.
Add-ons, per client
Only if you order them for a client. Managed Otto, $150 a month. Campaign management with the monthly report, $250 a month. Client setup, $300 once. A sales demo by our team, $150 for each demo we run. Monthly add-ons can be cancelled for any client at any time.
Your price
You set what your client pays you. Raise it, lower it or discount it. We never contact your clients about price.
Billing on our rails
Your clients pay your invoices, under your brand, through our billing. From each payment we keep 10%, any add-ons you ordered for that client, and the card and billing fees of 3.6% + 30¢. The rest is paid to your bank weekly, with a statement for every client and every charge.
The white label
Your clients see your logo, colors, domain and business name, and the assistant uses the name you choose. It never says Otto. Our team answers your clients as your support team, and you see every thread. Before every go-live we sign in as your client and check every screen, email, text, invoice and help page for any trace of our name.
What we fulfill
Client setup, and, where you add them, the managed assistant, campaigns and reporting. Nothing goes out in a client's name without the approval you set.
Who owns the client
You do. Your name is on the contract and the invoice. We never market to your clients or offer them our direct price.
If you leave
Your clients stay yours. We keep serving them under your brand for 90 days so you can move them, and we export their data for you.
Price changes
We give 90 days' notice in writing before any price on this sheet changes.
One track per owner
Each owner is either a back office client or an adviser referral, never both.
Changes to these terms
We give every partner 90 days' notice in writing before any change. Nothing changes at our "sole discretion". A change never takes back what you have already earned.
Leaving
You can leave at any time, in writing. We can end your participation only with 90 days' notice in writing, or sooner for fraud or a serious breach of these terms. Unless it ends for fraud, what you have earned stays yours, and commission on owners you already brought keeps running for its full term, paid on the usual schedule.
Disputes
Raise any decision from your dashboard. A named person on our team replies within 10 business days. Where two partners claim the same owner, the earlier registration wins.
Refer an owner works inside the app and follows the same rules on claims and notice. Operator Launch is not open yet and has no terms.
Ask on the apply form and a person answers before you sign.