35% Lifetime Recurring · No Tiers · No Minimums

Revenue Automation
Partner Program

Join cDoc's partner program for consultants and agencies. Earn 35% lifetime recurring by implementing revenue automation for your clients.

The Foundation

What Revenue Automation Actually Means

Most people confuse data sync with revenue automation. They're not the same.

Why CRM ≠ Revenue Control

HubSpot tells you a deal is "Closed Won." But is revenue actually recognized? Not until payment clears. CRM alone can't validate revenue.

Why Accounting ≠ Revenue Visibility

Xero knows when invoices are paid, but it doesn't know which deal the payment belongs to or what was promised to the client.

Why Zapier ≠ Revenue Logic

Zapier moves data. But it doesn't understand partial payments, tax rules, or when a project should actually start based on payment status.

The Critical Gap: Payment Gating

Revenue automation isn't just connecting tools. It's about revenue gating—ensuring work only starts after revenue is validated.

Without gating: Project starts → Client hasn't paid
With gating: Payment received → Project starts

This is what separates revenue infrastructure from simple integration.

The Opportunity

You're Leaving Money on the Table

You implement HubSpot, Asana, Monday.com, and Xero for your clients. But you're not monetizing the revenue automation layer between them.

What Most Consultants Do

  • Set up tools once, charge one-time fee
  • Leave recurring revenue on the table
  • Clients struggle with manual workflows
  • No ongoing relationship or revenue

What cDoc Partners Do

  • Implement infrastructure that runs forever
  • Earn 35% lifetime recurring revenue
  • Clients get automated workflows
  • Build long-term client partnerships
The System

The Revenue Infrastructure Framework

This is what you implement for your clients. Not just integration—revenue control.

1

Contract Sent

HubSpot deal stage

2

Draft Invoice

Xero draft created

3

Payment Confirmed

Xero payment

4

Closed Won

HubSpot updates

5

Project Triggered

Asana/Monday created

Revenue Gating at Step 3

Projects only trigger AFTER payment is confirmed. This is the difference between automation and revenue infrastructure.

The Difference

Why cDoc Is Different

Most Affiliate Programs

  • One-time commission
  • 20-30% first year only
  • 30-day cookie window
  • No ongoing relationship
cDoc

cDoc Partner Program

  • 35% lifetime recurring
  • No cap on earnings
  • Lifetime attribution
  • Infrastructure-level automation

DIY Integrations

  • Client builds it themselves
  • No recurring revenue for you
  • High chance of failure
  • Client blames you anyway

The Math: 35% Lifetime Recurring

Simple numbers. Serious income.

5

Pro Clients

$348/month

$4,176/year recurring

10

Pro Clients

$696/month

$8,352/year recurring

25

Pro Clients

$1,741/month

$20,892/year recurring

One partner, 30 clients = $2,089/month recurring. No support obligation required.

Who This Program Is For

This is not for generic affiliates. It's for implementation partners who deliver value.

HubSpot Agencies

Marketing & sales agencies implementing HubSpot for clients

RevOps Consultants

Revenue operations specialists optimizing client workflows

Fractional CFOs

Finance professionals advising on revenue operations

Accounting Advisory

Xero partners and accounting firms automating finance

Asana/Monday Partners

Implementation specialists for project management tools

Automation Specialists

Consultants building workflow automation for clients

B2B Agencies

Full-service agencies with business clients

Independent Consultants

Solopreneurs with B2B client relationships

Why It's Easy to Sell

You're not selling software. You're solving a critical operational gap.

Clients already use HubSpot

No new tool adoption friction. They already have the CRM.

Clients already use Xero

Accounting is already set up. We just automate the connection.

Clients already use Asana/Monday

Project management is in place. We just trigger it automatically.

Solve a real operational gap

Contract → Invoice → Payment → Delivery. That's where revenue leaks.

Immediate ROI for clients

Save 15-30 hours/month on manual work. Easy to justify the investment.

Multi-tenant advantage

You can manage multiple clients from one dashboard. Scale effortlessly.

Game Changer

Multi-Tenant Advantage

Most SaaS tools make you log in separately for each client. Not cDoc.

Manage multiple client CDOCs from one dashboard

See all your clients' automation health in one place.

Monitor RevCycle usage across your portfolio

Know which clients are growing and need more capacity.

Support client revenue lifecycle from one place

This makes cDoc part of your service stack, not just a referral link.

Partner insight: One dashboard, 30 clients, full visibility.

Partner Dashboard

cDoc Multi-Tenant
AC
Acme Corp (Pro Plan)
$69.65 /mo
BW
Bluewave Consulting
$69.65 /mo
SG
Summit Group
$34.65 /mo
VR
Velocity Partners
$139.65 /mo
Monthly Total $313.60

4 clients · Lifetime recurring

Partner Resources

Become the Revenue Automation Authority

Access our pillar content designed to help you position, sell, and implement cDoc for your clients.

HubSpot Contract-to-Cash Automation

Master the end-to-end revenue flow from deal close to cash in hand.

  • Deal-to-invoice automation
  • Tax compliance best practices
  • Common integration mistakes
Read the guide

CRM to Accounting Automation Framework

Bridge the gap between sales and finance with automated workflows.

  • Manual vs automated invoice risk
  • Eliminating revenue leakage
  • Multi-tenant automation for agencies
Read the guide

From Payment to Project Delivery Automation

Ensure projects only start after revenue is confirmed and valid.

  • Payment-triggered project creation
  • Avoiding scope mismatch
  • Revenue-linked project governance
Read the guide

Simple, Transparent Structure

35% lifetime recurring. No tiers. No minimums. No bureaucracy.

$34.65
per Basic HAX client
($99 plan)
$69.65
per Pro HAX client
($199 plan)
$139.65
per Enterprise client
($399 plan)
Lifetime recurring · No cap

Frequently Asked Questions

Everything you need to know about the cDoc partner program

What is the cDoc partner program?

cDoc's partner program offers 35% lifetime recurring commissions for consultants and agencies who implement revenue automation for their clients. It's designed for HubSpot partners, RevOps consultants, Xero advisors, and implementation specialists.

How much can I earn with the partner program?

Partners earn 35% lifetime recurring on all client subscriptions. For Pro HAX clients at $199/month, that's $69.65/month per client. With 30 clients, that's $2,089/month recurring income. No caps, no limits.

Is this a software pricing page?

No. This page describes our partner program for consultants and agencies. End-user software pricing is listed separately at cdoc.space/pricing.

Who handles tracking and payouts?

Tracking and payouts are managed by Lemon Squeezy, a professional affiliate platform. They handle all technical aspects including link tracking, conversion attribution, and secure payments with automated monthly payouts.

Are there any costs to join?

No. Joining the partner program is completely free. You only earn commissions when your referrals become paying customers. There are no minimums, no fees, and no hidden costs.

What support do partners receive?

Partners receive access to marketing materials, product updates, a partner dashboard, and our pillar content library. For technical questions, our team is available to help you position and implement cDoc for your clients.

Still have questions? Contact our partner team

Ready to Build Recurring Revenue?

Join the cDoc partner program. 35% lifetime recurring. Simple. High-margin. No complexity.

"I was leaving recurring revenue on the table. Now it's a core part of my service offering."

— Michael Chen, Revenue Operations Consultant

Become a Revenue Partner

You'll be redirected to Lemon Squeezy to complete your registration. Takes 2 minutes.

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