First Steps to be a Successful Chat To Clients CRM Affiliate

*Do you have an active Chat To Clients CRM Agency? You can manage your affiliate account in your Affiliate Portal! Check out this article to learn more.*

First Steps to Take Once You Become a Chat To Clients CRM Affiliate

Congratulations! You are a Chat To Clients CRM affiliate! 

As an affiliate, you can make a 40% commission on every referral you bring in that signs on to Chat To Clients CRM. You can make a commission on every Chat To Clients CRM subscription plan, including the Starter $97 plan, $297 Agency Freelancer plan, and the $497 Agency Pro plan. Those are called Tier 1 referrals. You will also earn an additional 5% for Your Tier 2 referrals, which your original client brings in. 

This is a great way to bring in extra income, and you were probably already talking about Chat To Clients CRM before you even became an affiliate, so why not make some extra cash while you do? 

So now that you are officially a Chat To Clients CRM affiliate, this article will walk you through the first things you should do once you set up your affiliate account or send out your first referral link! 

Step 1: Access your Affiliate Portal (Log in to First Promoter) 

For more information on how to get set up in your Affiliate Portal, check out this article.

Chat To Clients CRM uses FirstPromoter to track affiliate referrals for eligible products. The Affiliate Portal inside Chat To Clients CRM is powered by FirstPromoter. 

To access your account while not logged into your Chat To Clients CRM agency, go to affiliate.Chat To Clients CRM.com/login

Step 2: Make sure you have Tipalti set up

If you have an active Chat To Clients CRM agency, you can set up Tipalti in your affiliate portal. You must complete this step to withdraw your commissions. Here’s a detailed walkthrough.

If you are an affiliate for Chat To Clients CRM and do not have an active Chat To Clients CRM subscription, please get in touch with support to receive a Tipalti setup link



If you already have a Tipalti account and need to log in. Click the image above!

Now that You’ve Finished the First Couple of Steps, What’s Next? 

You should get to know the Chat To Clients CRM platform and bring on those first few affiliates to your account. 

If you are still interested in learning more about the Chat To Clients CRM Platform, we recommend going to Chat To Clients CRM.com/events and checking out our upcoming calendar of events. 

Every weekday we offer a Daily Q&A or a Weekly Affiliate Department Q&A every Tuesday. 

During these events, we go over Chat To Clients CRM features, common problems people might have, and ways to troubleshoot them.  Connecting with our clients is a major part of our mission, and we want to utilize every opportunity we can to make sure they understand how to use the platform effectively and efficiently. 

Bonus: We also have a monthly Affiliate Hangout, which we post about in our Facebook Group (Are you in the group yet?) and right here on the calendar of events. 

Don’t Forget About Our YouTube Channel! 

We have a dedicated playlist for our affiliates and post all our past Affiliate Hangouts here. 

In our Affiliate Hangouts, we talk about:

• Monthly Milestones

• Tips we get from Top Affiliates

• Opportunities

• Contests

• & Much More

Last but Not Least - Check Out Our Chat To Clients Help Center

Here we have a lot of helpful documents that will guide you on how to be a successful Chat To Clients CRM affiliate. 

One of the most helpful documents is 5 Ways to Get Your First 5 Affiliates. Give yourself a kickstart to success by reviewing this article to get the best tips and tricks that we’ve seen work for all of our top affiliates. 

Last but not least, check out the Affiliate Welcome Course!

This Welcome Course will teach you everything you need to begin earning passive, recurring income with Highlevel.

https://crm.chattoclients.io

That’s a Wrap!

These are all of the steps we recommend our affiliates do as soon as they decide to begin their affiliate journey with Chat To Clients CRM. 

If you have any questions or need advice on boosting your affiliate account, please contact our support chat,  and we will be happy to chat with you! 

Good Luck on your journey, and remember, “Results happen over time, not overnight. Work hard, stay consistent, and be patient!”