ExecWing for CRM and marketing-automation partners.
HubSpot, Salesforce and similar implementation partners. Refer the leaders you already work with and earn a recurring referral fee for as long as they stay. Fee details on request.
Where a dedicated assistant fits.
Your build is only as good as the data going into it. A CRM administrator on the client's side keeps fields, pipelines and lists in shape after your project closes.
What your clients usually hand off
- Daily CRM hygiene: duplicates, stages and close dates
- List imports and enrichment
- Dashboard and report upkeep
- Sequence and workflow monitoring
Roles your clients usually start with
Each assistant is dedicated to one client, managed by ExecWing, and available part-time or full-time (typically 20- or 40-hour workweeks).
How CRM and marketing-automation partners work with us
- Introduce an administrator at project close-out
- Hand over your documentation so the assistant follows your build
- Use an assistant for your own delivery admin
How the referral works
Sign up
Use the form on the partner page. We send the partner agreement and a W-9 request.
Introduce
Email the leader, copying [email protected]. We confirm acceptance within 10 business days.
We deliver
Meeting, matching, onboarding and weekly quality checks, all handled by ExecWing.
Get paid
Your referral fee is paid after the client pays, with a statement each time.
A summary only; the signed Partner Referral Agreement controls. Read the plain-English agreement summary.
Questions from CRM and marketing-automation partners
Will the assistant change our configuration?
Only what your client asks for. Many partners keep configuration with themselves and have the assistant handle data and routine work.
Do you need a specific CRM certification?
No certification is required to partner. We screen assistants for the tools each role uses.
Is there a cost to join?
No. There is no fee to join the partner program.
How much do partners earn?
A recurring referral fee on each client you refer, for as long as they remain a client. We share the details when you request the partner agreement.
Do I have to sell?
No. Make an introduction; we handle the meeting, contracting, onboarding and quality checks.
How do I register a referral?
Send an email introduction copying [email protected], or submit the company through your partner sign-up. A referral counts if the client signs within 180 days, and the first accepted registration wins.
When am I paid?
By ACH within 30 days after each month (or quarter, if you choose) in which we collect fees. Balances below the minimum payout carry forward to the next payout.
Is assistance part-time or full-time?
Either. Assistance is available part-time or full-time, typically 20- or 40-hour workweeks.
Ready to introduce a client?
Request the partner agreement, or schedule a 20-minute meeting to see whether the program fits your practice.