Client Onboarding Guide
The exact process from first referral link to paying subscriber. No guesswork.
The Funnel
Every client engagement follows five stages. Know where you are.
Step-by-Step
Share your referral link
Send your unique link (caugia.com?ref=YOUR_CODE) to your client. They land on the homepage. A 90-day attribution cookie is set automatically. You own that email address for 90 days from the first click.
Client completes the GTM Intelligence Report
This is the entry point. ~35 minutes. 265 questions. The output is a 45-page diagnostic report covering GRIP scores across 72 scoring engines, binding constraint identification, financial leakage quantification, and a 90-day resolution plan. This is the entry point. The diagnostic creates the context for everything that follows.
Review results together
This is where you earn your position as advisor. Walk through the report with your client and focus on three things: the binding constraint, the leakage number, and the first 3 recommended actions. Do not try to cover all 45 pages. Focus on what matters most and what they can act on immediately.
Recommend GRIP OS
After the report, the natural next step is ongoing constraint governance. Core (€799 / $895 / £695 per month) is for teams that want to self-manage constraint resolution with the connectors they actually use. Full (€1,495 / $1,695 / £1,295 per month) adds Sophie, the simulator, benchmarks, and deeper analytical capability. Let the diagnostic results guide which tier makes sense. Do not push Full if Core solves the problem.
Expand over time
As constraints get resolved, new ones emerge. That is the nature of GTM systems. Clients who resolve their first binding constraint almost always find a second one worth addressing. Your role: stay close enough to recognize when a new assessment or an upgrade makes sense. You earn commission on every expansion.
Use AI Answer Market as your door opener
Before the first meeting, run a free AI visibility scan for your prospect. In 5 minutes you have data that opens any conversation.
- Open the workspace Settings for the client
- Fill in the AI Answer Market truth profile
- Click “Run Analysis Now”
- Results appear on Intel page in minutes
“I ran a quick scan of how AI systems like ChatGPT and Gemini represent your brand. Your visibility score is 34/100. Your main competitor appears in 76% of AI answers. You appear in 43%. There are 30 queries where you are completely invisible. Want to see the full breakdown?”
This analysis is included in every GRIP OS workspace. Standalone tools charge $200-500/month for the same data.
“Buy for Client” Flow
You can purchase any product on behalf of your client. The client receives the assessment link directly from Caugia. Your role as the referring partner is not disclosed.
How it works:
- Go to any GRIP OS workspace and open the Shop.
- Check “Purchase for a client”.
- Enter the email address of the client.
- Complete payment. The receipt goes to you, not the client.
- The client receives the assessment link at their email. They see only Caugia branding.
- Your commission is automatically attributed. No extra steps needed.
This is useful when you want to gift a diagnostic as part of a consulting engagement, or when the procurement process at the client would slow things down. You pay, they get the value, you earn the commission.
What Partners Should Do & Should NOT Do
DO
- Lead with the leakage number after the report is complete
- Let the report do the selling. It is more credible than any pitch
- Position yourself as the advisor who brought clarity, not the vendor
- Follow up within 48 hours of report completion
- Offer to walk through results together on a call
DO NOT
- Do not oversell before the diagnosis. You have no evidence yet
- Do not share your commission rate with the client
- Do not promise specific revenue outcomes
- Do not present GRIP OS as your own tool (unless you have co-brand approval)
- Do not skip the report and push straight to an OS subscription
Your Monthly Rhythm as a Partner
What Caugia Handles
- Product delivery (assessments, reports, OS platform)
- Billing and invoicing
- Technical support
- Commission calculation and payouts
What You Handle
- Referral conversations
- Client advisory and constraint review
- Positioning and context (you know the client, we do not)
Monthly checklist for active partners:
- ☐ Check partner dashboard for new clicks, leads, conversions
- ☐ Follow up with leads who completed the assessment but have not purchased OS yet
- ☐ Schedule constraint review calls with active OS clients
- ☐ Share referral link in 2-3 conversations or LinkedIn posts
- ☐ Review commission statements (available by 10th of each month)
Time investment: 2-4 hours/month for a partner with 5 clients. 4-6 hours/month for 10+.
Onboarding Scripts
Two tested scripts. Copy, personalize, send.
Hi [Name], I have been working with a diagnostic tool that I think would be genuinely useful for [Company]. It is a 35-minute assessment that identifies exactly where your GTM system is constrained and quantifies the revenue impact. No sales pitch, no follow-up pressure. Just the report. Would you be open to trying it? Here is the link: [your referral link]
I want to share something with you. Before we start our next engagement, I would like you to take a 35-minute GTM diagnostic. It scores your entire revenue system across 72 scoring engines and identifies the binding constraint. I have found it dramatically sharpens where we focus. The report is on me. I will send you the link.