Everything you need
for your first client.
Sell the sprint, launch the pulse, stay compliant. Every playbook, template, and asset on this page is free to use and adapt — personalize it, put your name on the deck, and go.
Not a partner yet? See Certified HR Partners or Classic Affiliates.
Your first client
in five steps
Identify the client
A 25–200-person company you already advise that should be measuring engagement but isn't. No HR team? Even better — that's exactly who StaffHero is built for.
Send the intro email
The template is already written — personalize two sentences and send. Grab it from Templates & scripts.
Register the deal
One email to partners@staffhero.com with the company name locks in 90 days of deal protection — before anyone clicks anything.
Run the People Risk Sprint
The two-week diagnostic that turns "we should measure this" into a live pulse. The playbook has the scope, the agenda, and the handoff.
Review the first Leadership Brief with them
Walk your client through what their team actually said and what to do about it. This is the meeting that makes you indispensable — and it's what earns the certified commission.
Grab what you need,
skip what you don't
People Risk Sprint playbook
The two-week diagnostic you sell to a client — scope, agenda, deliverables, and how it hands off into a live pulse.
Templates & scripts
Intro emails, proposal language, objection answers, and kickoff agendas. Personalize two sentences and send.
Brand assets & approved claims
Logos, product screenshots, and the exact privacy wording you can publish without checking with us first.
Sample Leadership Brief
The AI brief a founder reads after every round. Show it to a prospect — it does most of the selling for you.
Sample Team Digest
The per-team mini brief each manager gets. Useful when your buyer cares about the manager layer.
Program guide (PDF)
The whole program in five print-ready pages — tracks, commission math, your code, and the Sprint. Keep it, or send it.
Product walk-through (PDF)
What StaffHero does, why, and how — made for forwarding to a client's leadership team.
First Pulse Guide (PDF)
The 15-minute setup walkthrough — hand it to a client and run their launch step by step.
Pricing overview
Flat plans, never per-seat: Starter $99, Growth $199, Scale $299 a month — and your code gives clients 10% off year one.
Program terms
The full terms in plain English: commission math, the 60-day guarantee, attribution, and payout rules.
Questions about commissions, attribution, or payouts? Read the program FAQ →
Three rules that keep
everyone paid
The FTC requires you to tell your audience you're a partner, and the program terms make disclosing non-negotiable. The wording, though, is yours — adapt it to your own tone and voice, as long as it's clear, easy to spot, placed before the first link or recommendation, and in the same medium as the content (video = say it out loud and put it in the description). If you'd rather not write your own, copy-paste this:
Never promise "100% anonymous" or "guaranteed private" — describe how the protection actually works. It's more convincing anyway:
- Results appear only once at least 5 people have answered
- No IP logging, no device fingerprinting
- Response times get random jitter, so answers can't be matched to the clock
- Identifying details are redacted from comments before anyone sees them
Also in the terms: no fake reviews, no self-referral, approved claims only. The exact wording you can publish lives in Brand assets; the fine print in Program terms.
Questions? A deal to register?
We answer personally.
Email partners@staffhero.com for anything — deal registration, a question the FAQ doesn't cover, or a second pair of eyes on your proposal. On your first client, the StaffHero team helps hands-on, from sprint plan to first pulse.
Email the partner team →