# Operational Playbook: Running the Reseller Channel

**Company:** Grow.Army  
**CEO/Founder:** David "Woody" Woodbury  
**Date:** April 2026  

## 1. Introduction and Purpose

This Operational Playbook outlines the internal processes, systems, and communication cadences required to successfully manage the Grow.Army reseller channel. With 300 partners executing $5,000 investments, the objective shifts from acquisition to activation, enablement, and retention. This document ensures the partner network scales efficiently, maintaining the integrity of the "Growth Operating System for Main Street."

## 2. Partner Onboarding Journey

The onboarding process is critical to partner success. It must be frictionless, educational, and immediately actionable, moving the partner from "investor" to "active reseller" within 14 days.

### Day 1-3: Welcome & Access
- **Action:** Upon confirmation of the $5K investment, the partner receives a welcome email series from CEO Woody Woodbury.
- **Deliverables:** Access credentials to the Grow.Army Partner Portal, their unique referral tracking link, and the "Quick Start Guide" PDF.
- **Milestone:** Partner logs into the portal and configures their own internal Grow.Army instance (using their 3 free months).

### Day 4-7: Certification & Training
- **Action:** Partner completes the asynchronous "Grow.Army Implementer Certification" course (estimated 4 hours).
- **Curriculum:** Deep dive into the Four Engines (Vision Alignment, Live Data, Meeting Intelligence, Execution Engine), integration setup (HubSpot, QuickBooks, etc.), and the AI-inspired predictive forecasting module.
- **Milestone:** Partner passes the certification quiz and unlocks co-branding features within the portal.

### Day 8-14: The First Client Deployment
- **Action:** A dedicated Partner Success Manager (PSM) conducts a 45-minute 1-on-1 strategy call with the partner.
- **Focus:** Identify the top 3 clients in the partner's portfolio who are ideal candidates for Grow.Army. Review the pitch deck and objection handling.
- **Milestone:** Partner schedules their first client demo using the Grow.Army platform.

## 3. Partner Enablement & Support

To ensure partners can effectively sell and support the platform, Grow.Army provides a robust enablement infrastructure.

### The Partner Portal
The centralized hub for all partner activity.
- **Dashboard:** Real-time visibility into active client count, monthly recurring revenue (MRR) generated, and accrued 20% commissions.
- **Asset Library:** Downloadable, co-brandable marketing materials, case studies, email templates, and ROI calculators.
- **Client Management:** Tools to provision new client instances, monitor platform usage metrics, and identify clients at risk of churn.

### Tiered Support System
- **Tier 1 (Partner to Client):** The partner handles basic strategy, meeting facilitation, and initial data integration questions.
- **Tier 2 (Grow.Army to Partner):** Dedicated PSMs assist partners with complex integration issues, AI forecasting interpretation, and advanced platform configurations via a priority Slack/Discord channel.
- **Tier 3 (Engineering):** Bug fixes and system outages are escalated to the Grow.Army engineering team via the ticketing system.

## 4. Tracking Volume and Managing Status

The partner agreement stipulates a minimum volume requirement (3 active clients) to maintain the 20% revenue share and premium benefits. This process must be automated and transparent.

### The 90-Day Grace Period
All new partners receive a 90-day grace period from the date of their investment to acquire their first three clients. During this period, they receive the full 20% commission on any clients onboarded.

### Automated Status Monitoring
The Partner Portal continuously monitors the active client count for each partner.

| Status | Trigger | Action | Communication |
| :--- | :--- | :--- | :--- |
| **Warning** | Active clients drop to 2 | 30-day countdown begins. | Automated email alert to partner and PSM notification. |
| **Downgrade** | < 3 clients for 60 days | Commission reduced to 10%; co-branding disabled. | Formal notice sent; PSM schedules "Reactivation Call." |
| **Reactivation** | Client count reaches 3+ | Commission restored to 20%; benefits reinstated. | Congratulatory email; portal access fully restored. |

*Note: Downgrades do not affect the partner's equity ownership.*

## 5. Communication Cadence

Consistent, high-value communication is required to keep Grow.Army top-of-mind for the 300 partners.

### Weekly: The "Operator's Dispatch"
A concise email newsletter focusing on product updates, new integrations, and one actionable tip for leveraging the AI-inspired executive engine.

### Monthly: Partner Town Hall
A 60-minute live webinar hosted by Woody Woodbury.
- **Agenda:** State of the business, product roadmap deep dive, highlighting top-performing partners (the "Commander" tier), and a live Q&A.

### Quarterly: Business Reviews (QBRs)
For top-tier partners (Commanders), the PSM conducts a 45-minute strategic review.
- **Focus:** Analyzing the partner's client portfolio, identifying upsell opportunities, and gathering feedback for the product roadmap.

## 6. Financial Operations: Commission Payouts

The commission payout process must be flawless to maintain trust.

- **Calculation:** Commissions are calculated automatically within the billing system on the last day of each calendar month, based on the gross subscription revenue collected from the partner's active clients.
- **Threshold:** A minimum balance of $100 is required for payout. Balances below $100 roll over to the next month.
- **Disbursement:** Payments are executed via ACH or wire transfer on the 15th of the following month. Partners receive an automated statement detailing the calculation per client.