Revenue OS

Every partner has a living contact card

This is what makes every conversation different. Before anyone texts a partner, their record becomes a card: who they are, who they serve, what they want, what was promised. Every message is written from that card, and every reply and every recorded call adds to it. No two conversations are the same, because no two cards are.

1. Before the first text

   The record becomes a card: tier, join date, last deal, source, manager, linked to their hubs. Thin records are flagged, never guessed.automatic · no AI for plain fields

2. The first text is written from the card

   One true detail from their record, who's writing and why now, and one question. Never a past conversation that didn't happen.agent drafts · a person approves

3. Every reply adds to it

   Facts go onto the card with their source and date. The next message asks for the most useful thing still missing, never something it already knows or just asked.agent · every 20 minutes

4. Every call adds to it

   The recording's transcript is read; facts update the card, and every promise becomes an open loop and a task with a due date.phone calls or any video recorder

5. The card becomes a plan

   Once it's complete enough: who they serve, what their clients need, which of your offers fit, and the next 30 days. The manager walks them through it on the next call.agent drafts · manager presents

Every card is yours. You can open it and read it like a note, it links to the partner's tier, niche, manager and calls, and the details your team uses every day stay in step with the records you already keep.

Every affiliate has a lifecycle, and the agent keeps it true

"Silent" means no reply and no deal. The daily sweep moves each affiliate between stages and tags them. A reply or a deal brings them straight back.

flowchart LR
  A[Applied] -->|onboarding drip · 14 days| O[Onboarding]
  O --> AC[Active]
  AC -->|deal in last 30 days| P[Producing]
  P -->|no new deal| AC
  AC -->|45 days silent| Q[Quiet]
  Q -->|60 days · personal check-in| Q
  Q -->|90 days silent| D[Dormant]
  D -->|180 days silent| X[Dead]
  Q -->|replies| R[Reactivated]
  D -->|replies| R
  X -->|replies| R
  R --> AC

The rhythm: nobody goes more than two weeks without hearing from us

One affiliate's month. Touches alternate SMS and email. Offers rotate between a new program or product, a growth service, an event, and a partner incentive.

The daily loop: a short list and ready drafts by 8am

This runs every weekday on a schedule. The manager's job shrinks to reading one card, editing if needed, and approving.

1. Health check

   Everything connected, outbound not frozen, today's send counts.agent · automatic

2. Sweep and retag

   Every affiliate is scored for silence. Lifecycle tags and pipeline stages are updated. Silent 30+ and 90+ are counted.agent · automatic, audited

3. Build today's queue

   "Check back with me" follow-ups first, then 60+ day check-ins, with past producers ranked highest. Capped at 40 per day; the rest roll over.agent · automatic

4. Draft personally

   One message per person, from their profile, niche, source, last deal, and their own last words to us.agent

5. One approval card

   The whole batch is locked and sent to you in one place. Nothing leaves until a human approves it.manager · one click

6. Send and record

   Messages go out, last-touch dates update, follow-up tasks close, and the day is written to each partner's card.agent

7. Bulk cadence

   Bi-weekly touches, monthly offers, and reactivation go out automatically, under a standing approval with a daily cap that expires.agent · within manager's limits

Conversations turn into next steps within the hour

Reply triage runs every 20 minutes. Every reply updates the affiliate's record. The agent drafts the response, and the manager approves it in the next card.

Value first: growth services and events

Affiliates send more deals when they have more leads. The agent offers help, queues it, and tracks it to delivery.

Who does what

Guardrails, built in

Compliance built into the send path: SMS carries opt-out language and only goes out 9:00–20:00 in each recipient's own time zone, STOP means do-not-contact forever, and a lint blocks "guaranteed", "no credit check", and stated rates. The demo runs in demo mode, where only designated test contacts receive real messages.

30 days, 253 affiliates. This is what it looks like.

An affiliate program of 253 partners, run day by day through the same engine the live agent uses: sweep, approvals, sends, reply triage, deals, newsletter, events. Reply rates are set at 22% for personal messages and 7% for bulk, stated so you can judge them.

The 253 partners are synthetic, so nobody was contacted; the engine and every rule are the real ones. The projection scales the run linearly and is only as good as its reply-rate assumptions. At full scale the personal queue is capped at 40 per day per manager, so personal volume grows with manager seats, not linearly. The live demo runs the same engine on a demo account.