Service Growth Lab · Partner Success Kit v3 · November 2026

Everything you need to recommend the right SGL solution.

Five flagship sales playbooks, a full catalog of live SGL products, industry-specific marketing copy and commission opportunities on the first purchase, additional purchases and eligible paid monthly software renewals.

Get started in 10 minutesSee the $99 flagshipPremium referral playbook

Your first 10 minutes as a partner

01 · Pick a buyer

Choose your audience and name one problem it actually faces: pricing, paperwork, operations or job-margin review.

02 · Match the offer

Use the five-offer comparison below. You never have to promote everything.

03 · Learn one demonstration

Open that offer's walkthrough and practice using fictional job data or the real deliverable description.

04 · Share one useful message

Choose a ready-to-customize script, provide an affiliate disclosure, and use the approved tracking link when issued.

Five flagship offers. One right answer for each buyer.

Affiliate access is universal; your sales recommendation should be specific. You can sell any eligible SGL offer without qualifying for a special partner rank.

Fast-start tool

Universal Quote & Office Bundle

$39

Price it. Present it. Paperwork handled.

First qualifying sale: $19.50 illustrative commission.

Open complete sales guide
Complete business toolkit

Universal Business System

$99

Put the day-to-day business in order.

First qualifying sale: $49.50 illustrative commission.

Open complete sales guide
Implementation · focused

Margin Clarity

$2,500

Find the margin story behind completed jobs.

First qualifying sale: $1,250 illustrative commission.

Open complete sales guide
Implementation · management

Margin Control

$5,000

Make margin review a management routine.

First qualifying sale: $2,500 illustrative commission.

Open complete sales guide
Implementation · leadership

Margin Command

$7,500

Give leaders a clearer view across job categories.

First qualifying sale: $3,750 illustrative commission.

Open complete sales guide
What they tell you Lead with Next step
“I just need better quoting and customer paperwork.” $39 Universal Bundle Show the live $39 bundle and its quote-to-paperwork workflow
“I need my jobs, records and follow-up organized.” $99 Universal Business System Show the actual ZIP contents and product page
“We don't know which jobs matched the estimate.” $2,500 Margin Clarity Focused historical job fit check
“Our managers need a weekly margin-control process.” $5,000 Margin Control Management fit assessment
“Leadership needs visibility across service categories.” $7,500 Margin Command Executive-sponsor fit assessment
Flagship 01 · Fast-start tool

$39 Universal Quote & Office Bundle

Price it. Present it. Paperwork handled.

View the live $39 Bundle

Know the buyer

Best fit: An owner-operator or small team that sends quotes regularly and wants a cleaner way to prepare customer-facing job paperwork.

The pain: Every quote feels like a fresh start, prices aren't consistently checked, and customer documents take too long to prepare.

The offer: A focused, one-time quote-to-paperwork toolkit for service businesses across trades.

What the buyer gets

  • Five-tab Excel Quote & Profit Calculator with three-tier pricing
  • Editable three-option customer proposal and filled example
  • Ten reusable Word office documents, bonus payment reminder, and setup guide
60-second talk track

When you're busy running jobs, quoting and paperwork shouldn't take over the day. SGL's Universal Quote & Office Bundle takes you from checking the numbers to presenting clear options and preparing consistent documents. It's the focused starting point for an owner who doesn't need the entire business toolkit.

Offer & next step
$39 · $19.50 first-sale example

Show the live $39 bundle and its included digital files. Use your verified affiliate link once the partner platform is activated.

View the live $39 Bundle
Buyer discovery questions & live demonstration plan

Three qualifying questions

  1. How are quotes prepared today?
  2. How often does the team rebuild documents for similar jobs?
  3. Would a quoting-focused toolkit be more useful than a full operating system?

Show it, don't just describe it

  1. Show a sample job's labor, materials and travel costs.
  2. Build three scope choices using an editable proposal.
  3. Show how the selected price would appear on an estimate and work instruction.
  4. End with the customer-ready document, not a software dashboard.
Copy-and-customize marketing library: hooks, captions, email, DM & video

Three scroll-stopping hooks

  • Still quoting from memory?
  • Your quote should explain the value—not just the price.
  • Your next service estimate deserves a repeatable process.
Short social caption

A professional quote is more than one number. SGL's $39 Universal Quote & Office Bundle combines a five-tab Excel pricing calculator, editable three-option proposal, and ten reusable office documents. Price the job, present clear options, and prepare the paperwork. [your verified affiliate link]

Long social, newsletter or community post

How many different places do you use to build one quote? Price in one sheet, scope in a message, invoice somewhere else. SGL's $39 Universal Quote & Office Bundle now brings quoting and paperwork together: an editable calculator, three-option proposal, ten office templates and a worked example. Explore the included digital tools here: [your verified affiliate link].

Email subject

A simpler way to quote a service job

Email body

If you run a service business, the quote has to do two jobs: account for costs and make the work clear to the customer. SGL's $39 Universal Bundle includes a pricing calculator, editable proposal and reusable office documents. Review the complete package here: [your verified affiliate link].

Permission-based DM

Quick question: is preparing estimates and paperwork still a manual headache for your business? SGL has a $39 universal quoting bundle with an editable calculator, proposal and office documents. Would you like to see what's included?

30–35 second vertical video script

  1. 0–5s: 'Still rebuilding each quote from scratch?'
  2. 5–12s: Show estimated job costs in the actual Excel calculator.
  3. 12–22s: Show an editable three-option offer and customer form.
  4. 22–30s: 'Price it. Present it. Send it. Universal Bundle—$39 once.'

Replace [link] with the partner's verified tracking link when available. Match scripts to the product's actual status and contents.

Top objections and the best answers
Why not use a free calculator?

A calculator checks the numbers. This offer is designed to carry the process into a proposal and job paperwork.

Is it the complete operating system?

No. It's the focused quoting-and-documents entry offer. The $99 system is the broader business toolkit.

Can I get it now?

Yes. The $39 Universal Bundle is live in Shopify with its digital ZIP attached.

Flagship 02 · Complete business toolkit

$99 Universal Business System

Put the day-to-day business in order.

Know the buyer

Best fit: An established operator or growing owner-led team that needs consistent customer records, job estimating, invoice paperwork, expenses and follow-up planning.

The pain: Customer details, quotes, jobs, costs and follow-up actions are spread across unrelated documents.

The offer: An organized one-time download combining two spreadsheet operating workbooks and 17 editable Word business documents.

What the buyer gets

  • Business OS and Growth OS editable spreadsheet workbooks
  • 17 editable Word forms for proposals, estimates, work authorizations, job instructions, invoices and follow-up
  • Setup guidance and reusable estimating, recordkeeping and growth-planning workflows
60-second talk track

If the business is growing but records and paperwork still live in too many places, the $99 Universal Business System is the next step. It combines two reusable operating workbooks with 17 editable customer documents, so you can organize quoting, jobs, costs and follow-up activity without buying the pieces one by one. It's a one-time digital purchase.

Offer & next step
$99 · $49.50 first-sale example

Send the actual $99 Shopify product page via the affiliate's verified tracked link.

View the $99 system
Buyer discovery questions & live demonstration plan

Three qualifying questions

  1. Where do you currently track leads, jobs, quotes and payments?
  2. Which tasks are repeated in disconnected files?
  3. Would editable tools for both operations and growth planning fit your team?

Show it, don't just describe it

  1. Use a fictional new customer and job to show intake and estimating.
  2. Show how job details and actual costs are recorded in the operating workbook.
  3. Show the relevant editable estimate or invoice form.
  4. Finish with the Growth OS follow-up and referral-planning workflow.
Copy-and-customize marketing library: hooks, captions, email, DM & video

Three scroll-stopping hooks

  • A growing business needs more than scattered spreadsheets.
  • Put quotes, jobs, documents and follow-ups into one organized toolkit.
  • Still running business operations from separate files?
Short social caption

Your jobs, customer records, quotes and follow-ups deserve a repeatable workflow. The $99 SGL Universal Business System includes Business OS, Growth OS and 17 editable documents in a one-time download. See everything included: [affiliate link]

Long social, newsletter or community post

Here's a question for service-business owners: how many files do you open to follow one job from inquiry to completion? SGL's Universal Business System is a $99 one-time toolkit with two operating workbooks and 17 editable Word documents. Organize estimates, work records, invoices, expenses and follow-up planning around a consistent job workflow. Explore the current product details here: [affiliate link].

Email subject

The $99 toolkit for running the work behind the jobs

Email body

If you're running a service business, your paperwork and job records should support the work, not slow it down. SGL's Universal Business System combines Business OS, Growth OS and 17 reusable documents into a one-time toolkit. See the included files and decide whether they fit your workflow: [affiliate link].

Permission-based DM

I came across a $99 one-time universal business toolkit that combines job records, estimating, documents and follow-up planning. If you're still juggling multiple files, would you like the product overview?

30–35 second vertical video script

  1. 0–5s: 'One customer. How many different places do you track the job?'
  2. 5–12s: Show a real Business OS workbook using fictional customer data.
  3. 12–20s: Show a sample estimate, invoice and job instruction from the included Word files.
  4. 20–27s: Show the Growth OS follow-up planner.
  5. 27–35s: '$99 once. Two workbooks. Seventeen documents. One organized workflow.'

Replace [link] with the partner's verified tracking link when available. Match scripts to the product's actual status and contents.

Top objections and the best answers
Does this replace my full CRM?

It's an editable downloadable toolkit. The customer keeps using compatible spreadsheet and document applications.

What's different from the $39 bundle?

The $39 is focused on quoting and paperwork. The $99 adds a wider operations and growth-planning system.

Do I pay monthly?

No. The currently listed $99 version is a one-time downloadable toolkit.

Flagship 03 · Implementation · focused

$2,500 Margin Clarity

Find the margin story behind completed jobs.

Know the buyer

Best fit: An established job-based company with usable completed-job cost records, one major service category and a decision-maker who wants clearer estimating feedback.

The pain: The company can see sales and invoicing, but rarely checks quoted job costs against actual direct costs.

The offer: A focused, remote installation that turns a small sample of historical jobs into an estimate-to-actual dashboard and repeatable weekly review.

What the buyer gets

  • Review up to 40 completed jobs
  • One estimating model and one estimate-to-actual dashboard
  • One remote training session, documented workflow and defined handoff
60-second talk track

A business owner may know how much revenue came in, but not which completed jobs really matched the margins they expected. Margin Clarity is SGL's focused installation for that problem: a review of up to 40 jobs, one estimating model, a dashboard and guided handoff. The first step is a fit check based on available job records.

Offer & next step
$2,500 · $1,250 first-sale example

Capture a qualified lead with the fit-check form and preserve original affiliate ID.

Start a fit check
Buyer discovery questions & live demonstration plan

Three qualifying questions

  1. Can the business supply 20–40 completed-job records with revenue and direct costs?
  2. Is one service category responsible for most of the uncertainty?
  3. Who would own the weekly review after the installation?

Show it, don't just describe it

  1. Show a fictional quote with planned labor and materials.
  2. Compare fictional actual job costs against the estimate.
  3. Display the dashboard's exceptions and missing-data checks.
  4. Explain the handoff and the weekly management review.
Copy-and-customize marketing library: hooks, captions, email, DM & video

Three scroll-stopping hooks

  • What did your last 40 jobs actually tell you?
  • Revenue is visible. Are your job margins?
  • Where do your quoted costs drift from reality?
Short social caption

Could your completed-job data improve your next estimate? SGL's $2,500 Margin Clarity service is designed to review up to 40 jobs and establish one practical estimate-to-actual dashboard with training. Know a business with usable job records? Start with a fit check: [approved referral link]

Long social, newsletter or community post

A lot of service businesses know sales totals but still struggle to compare estimated job costs with the final numbers. Margin Clarity is SGL's focused job-costing implementation concept: up to 40 completed jobs, one estimating model, one dashboard and a guided weekly review. It's designed for an established operator with usable historical cost data. The first step is a fit check: [approved referral link].

Email subject

Are completed jobs feeding back into your estimates?

Email body

One useful management question: when the job closes, do you review the direct costs against what you priced? SGL's Margin Clarity service is designed to make that comparison repeatable for one service category. It includes up to 40 jobs, an estimating model, a dashboard and training. If you have the underlying job records, a fit check can establish whether the service suits your needs: [referral link].

Permission-based DM

Does your team compare estimated versus actual direct job costs after work is completed? If you have usable job records, I can share an SGL fit-check process built around that exact problem.

30–35 second vertical video script

  1. 0–6s: 'You quoted the job. Did it finish on the margin you expected?'
  2. 6–15s: Show fictional estimate and completed job costs side by side.
  3. 15–23s: Point to the dashboard and the review process.
  4. 23–30s: 'Margin Clarity: focused job-margin installation. Request a fit check.'

Replace [link] with the partner's verified tracking link when available. Match scripts to the product's actual status and contents.

Top objections and the best answers
We already know revenue.

This work looks at job-level direct costs compared with the original estimate, not just total sales.

Do I need hundreds of jobs?

This tier reviews up to 40 completed jobs; usable records matter more than volume.

What happens after the dashboard is built?

The scope includes documented handoff and training for a repeatable review process.

Flagship 04 · Implementation · management

$5,000 Margin Control

Make margin review a management routine.

Know the buyer

Best fit: A growing company with multiple job types or crews, enough historical records, and managers who need consistent estimates and exceptions.

The pain: Team leaders use different assumptions; job-cost issues get noticed late or reviewed inconsistently.

The offer: A management-focused remote installation with two estimating models, a scorecard, quote guardrails, and workflow training.

What the buyer gets

  • Review up to 75 completed jobs
  • Two estimating models, enhanced dashboard, quote guardrails and action register
  • Weekly scorecard, findings report, two training sessions and capped correction support
60-second talk track

Margin Control is for an established service operation that has grown beyond occasional job-cost reviews. SGL's installation examines up to 75 completed jobs, builds two estimating models and a management scorecard, and trains the team to use a repeatable review process. Rather than buying another template, the business gets a defined implementation.

Offer & next step
$5,000 · $2,500 first-sale example

Register the business lead and schedule SGL's formal fit and scope review.

Start a fit check
Buyer discovery questions & live demonstration plan

Three qualifying questions

  1. Who owns estimating today, and how consistent are its assumptions?
  2. Are there enough usable completed jobs to review up to 75 cases?
  3. Who will review the management scorecard weekly?

Show it, don't just describe it

  1. Begin with a fictional crew estimate and actual cost difference.
  2. Compare two service-category models and show how assumptions differ.
  3. Show the weekly scorecard and exceptions needing review.
  4. Close with how managers use the action register.
Copy-and-customize marketing library: hooks, captions, email, DM & video

Three scroll-stopping hooks

  • Are your estimators using the same assumptions?
  • Margins need a management process, not a monthly surprise.
  • What would a weekly job-margin scorecard change?
Short social caption

Multiple crews and service categories make job-margin visibility harder. SGL's $5,000 Margin Control installation is designed to review up to 75 jobs, configure two estimating models and establish a weekly management scorecard. The first step is a business fit check: [approved referral link]

Long social, newsletter or community post

Growth creates new complexity. Estimators make assumptions, crews complete jobs, and financial surprises show up after the fact. Margin Control is SGL's management-level implementation concept: up to 75 historical jobs, two estimating models, enhanced dashboard, quote guardrails and an ongoing scorecard routine. It's meant for established companies ready to use their own job data more systematically. Find out if the scope fits: [referral link].

Email subject

Build a repeatable weekly job-margin review

Email body

If your business has several crews or service categories, your estimating and actual job-cost review needs one consistent process. SGL's Margin Control installation is designed around up to 75 jobs, two estimating models, quote guardrails and a weekly management scorecard, supported by training. Would a quick fit assessment be useful? [referral link]

Permission-based DM

For growing companies, do your estimators and managers use one consistent job-margin review? SGL has a management-level implementation concept covering two estimating models and a weekly scorecard. Is that worth a fit-check conversation?

30–35 second vertical video script

  1. 0–6s: 'Multiple crews. Different quotes. One profit picture?'
  2. 6–14s: Show two fictional estimating models.
  3. 14–23s: Reveal exception register and weekly management scorecard.
  4. 23–30s: 'Margin Control: a management system built around your job data. Request the fit check.'

Replace [link] with the partner's verified tracking link when available. Match scripts to the product's actual status and contents.

Top objections and the best answers
We have job-costing reports already.

The implementation emphasizes consistent estimating models, exception decisions and a weekly management routine built from usable records.

Do we need to change software?

The defined scope works with agreed existing software features or spreadsheet-based tools; it is not a custom software build.

How much time will our team need?

A designated decision-maker and usable job records are needed; fit-check and written scope establish the work.

Flagship 05 · Implementation · leadership

$7,500 Margin Command

Give leaders a clearer view across job categories.

Know the buyer

Best fit: An established service company with several categories or crews, decision-making leadership, usable cost records and a need for consistent executive reporting.

The pain: Leaders lack one cross-category view of how quoted and actual direct job costs compare.

The offer: The executive-level remote installation combines three estimating models with a leadership dashboard, management playbook, and structured training.

What the buyer gets

  • Review up to 120 completed jobs and build three estimating models
  • Executive dashboard, cross-category summary, escalation and action register
  • Margin Management Playbook and three live training sessions for up to five users
60-second talk track

When several categories or crews are producing jobs, leaders need a reliable way to see where assumptions are holding and where the team needs attention. SGL's Margin Command service is the broader leadership installation: up to 120 jobs reviewed, three estimating models, executive reporting, a management playbook, and structured training. The starting point is a fit assessment, not a generic checkout.

Offer & next step
$7,500 · $3,750 first-sale example

Identify executive sponsor, register the qualified lead, and route the business through the official fit check.

Start a fit check
Buyer discovery questions & live demonstration plan

Three qualifying questions

  1. Which service categories need to appear together in one management view?
  2. Can the company supply usable actual direct costs for up to 120 completed jobs?
  3. Who will sponsor the project, review exceptions and implement follow-up decisions?

Show it, don't just describe it

  1. Show three fictional service categories with planned versus actual direct costs.
  2. Aggregate the categories into a leadership reporting view.
  3. Show which exceptions require an owner and next action.
  4. Conclude with a sample weekly executive review agenda.
Copy-and-customize marketing library: hooks, captions, email, DM & video

Three scroll-stopping hooks

  • Can leadership compare job margins across service categories?
  • One executive view. Three estimating models. Clear next actions.
  • When margin review depends on one person's spreadsheet, scale becomes harder.
Short social caption

Leadership needs more than disconnected job-cost reports. SGL's $7,500 Margin Command installation is designed for businesses with usable historical job data that want three estimating models, executive reporting, and a documented margin-review playbook. Explore the fit-check process: [approved referral link]

Long social, newsletter or community post

The bigger the service operation, the harder it can be to maintain consistent estimating assumptions across categories. Margin Command is SGL's executive-level installation concept for that challenge: review of up to 120 jobs, three estimating models, an executive dashboard, cross-category reporting and a leadership playbook. The goal is a repeatable review process the team can actually use. For a qualified business, the first step is a fit check: [referral link].

Email subject

Executive job-margin visibility across service categories

Email body

When several teams or service categories are involved, management needs a shared picture of quoted costs, actual direct costs and follow-up actions. SGL's Margin Command implementation is designed to establish that system through three estimating models, executive reporting, a playbook and structured training. If your company has usable job records and a designated project owner, the fit assessment is the right starting point: [referral link].

Permission-based DM

Quick question for your leadership team: do you have a consistent weekly view of estimated versus actual job margins across service categories? SGL is developing a leadership-level implementation that may be relevant. Interested in the fit-check outline?

30–35 second vertical video script

  1. 0–6s: 'Your business runs multiple job categories. Can leadership see the margin picture together?'
  2. 6–15s: Show three fictional models and cross-category metrics.
  3. 15–24s: Highlight executive reporting and named action owners.
  4. 24–30s: 'Margin Command: executive margin visibility built on real job records. Request a fit check.'

Replace [link] with the partner's verified tracking link when available. Match scripts to the product's actual status and contents.

Top objections and the best answers
Why this tier instead of Margin Control?

It expands scope to three models, 120 jobs, executive reporting, a leadership playbook and three training sessions.

What if our records are messy?

The fit check evaluates data readiness and defines the appropriate scope before implementation.

Will it replace our CFO or accounting team?

No. It focuses on job-level direct cost and estimating discipline, complementing the existing financial process.

Premium Referral Desk

How to introduce a $2,500–$7,500 opportunity

For high-ticket clients, the affiliate's job is to recognize a real need, identify a qualified decision-maker, and make a useful introduction. SGL handles the fit review and written scope.

Ask these eight questions

  1. What kind of jobs or projects does the company complete?
  2. How many jobs were completed in the last 90 days?
  3. Can someone export quoted revenue, planned cost and actual direct costs by job?
  4. Which service categories have the most estimating uncertainty?
  5. Who owns estimating and who will review the dashboard weekly?
  6. Is the decision-maker open to a remote 21–30 day implementation process?
  7. What is the main operational decision they hope the review will improve?
  8. Are they looking for an existing-system workflow rather than custom software or bookkeeping?

From introduction to qualified opportunity

Step 1 — Recognize the opportunity

They have enough completed work and an estimate-to-actual visibility problem.

Step 2 — Ask the fit questions

Use the 8-question checklist to determine whether records and an accountable decision-maker exist.

Step 3 — Register the introduction

Associate the affiliate, business, date and contact consent before any offline consultation.

Step 4 — Send the fit check

Use the official SGL form. SGL reviews data readiness and writes the scope.

Step 5 — Track the outcome

Record proposal status, confirmed payment, and qualifying affiliate commission under approved terms.

Warm introduction template

“I'm connecting you with SGL because you mentioned that your team wants a more consistent way to compare estimated costs with actual completed-job costs. Their Margin Control process begins with a fit assessment and a written scope. I thought an introduction could be useful for you both.”

Premium next step

Have the contact complete the SGL fit-check with permission and record your affiliate ID in the referral workflow when activated.

Open the fit-check form

Choosing the right premium tier

One service category: Margin Clarity. Two models and weekly management controls: Margin Control. Multiple categories and executive reporting: Margin Command.

Extra marketing scripts

Grab a message. Make it yours. Share it.

Each of the five sell sheets above contains its own detailed email, post, DM and video script. These additional templates work across offers.

How to introduce SGL without selling hard

If you run a service business, how are you handling quotes, customer paperwork and job records today? I found a few practical SGL tools and would be happy to show you which one matches the part you're trying to improve.

Simple 2-sentence affiliate partner pitch

I share practical tools that help service businesses price, organize and review jobs. SGL offers five flagship solutions, from a focused quoting kit to complete systems and hands-on job-margin implementations.

Short business-owner comparison

Need better quotes and documents? Look at the $39 Universal Bundle. Need operating workbooks and business forms? The $99 Universal System is the bigger toolkit. Need someone to help install a consistent job-margin review process? Start with an SGL fit check.

Consultant-to-client introduction

A useful question for your operations team: do you review actual direct job costs after each job, or just track the invoice amount? SGL has an assessment-led installation approach that builds the review workflow from usable completed-job records. Would it be useful to explore the fit?

Community discussion answer

If it's a quoting and document consistency issue, a reusable quote-to-paperwork workflow can help. If it's broader operations and follow-up, a full business toolkit is a better fit. The right choice depends on whether you're solving one workflow or the business process behind multiple jobs.

Response to 'send me details'

Absolutely. Here's the offer I had in mind: [name]. It is designed for [the specific problem you mentioned] and includes [two real deliverables]. Here's the exact product overview or fit-check: [verified referral link].

Response after a useful demonstration

Would you like to look at the actual included files or, for the implementation service, check whether your job records meet the scope? That's the simplest next step.

Affiliate application invitation

SGL is building a founding affiliate network around five flagship offers: a $39 universal quoting bundle, a $99 complete system, and three implementation services priced at $2,500, $5,000 and $7,500. Every approved partner can promote all eligible offers. Interested? Here's the free early-access application: https://servicegrowthlab.store/pages/affiliate-partner-program

Good affiliate disclosures

“I may earn a commission if you purchase through my link.” Use a clear disclosure with recommendations wherever required.

Ready-made campaign

Your 14-day content and referral plan

One useful idea a day. Choose the formats your audience already responds to: video, email newsletter, blog, social posts or trusted professional introductions.

Day Theme What to publish or do
1 Choose your audience Select one trade or service-business audience, then one main pain point and a flagship offer.
2 The costly workflow Publish a practical question about quoting, paperwork, fragmented records or actual job costs.
3 Demonstrate the problem Show a fictional job example with an authentic worksheet or documented service process.
4 Explain the $39 entry Demonstrate quote-to-paperwork value and collect interest until the product is available to purchase.
5 Teach one useful tip Explain why direct job costs matter or how a clean scope improves communication.
6 Show the $99 system Demonstrate the actual Business OS, Growth OS and editable document library.
7 Answer buyer questions Compare the $39 focused workflow with the $99 complete one-time toolkit.
8 Introduce the premium problem Ask whether businesses review estimated versus actual costs after a job is completed.
9 Margin Clarity education Explain the focused up-to-40-jobs assessment and dashboard use case.
10 Margin Control education Explain why a growing company might need two models and a weekly scorecard.
11 Margin Command education Explain cross-category executive reporting and decision ownership.
12 Social proof without fabrication Show actual product features, an original walkthrough or authentic permissioned feedback—not invented metrics.
13 Offer selection recap Post a simple 5-offer comparison. Help readers choose based on current problems.
14 Review and improve Check attributed clicks, real buyer questions, verified purchases and qualified fit checks; repeat the strongest format.

Three simple success measures

Useful conversations

How many people asked a real question?

Qualified visits

How many appropriate prospects visited the exact offer?

Real conversions

How many attributed, paid orders or qualified fit checks resulted?

Production toolkit

Video ideas, creative directions and resources

Show one real result of the workflow

Start: “Here's the problem.” Demonstrate: “Here is the actual worksheet, form or service deliverable.” Explain: “This is what the owner can now review or prepare.” Close: “Here's the fitting offer.”

Creator-ready asset sizes

1080 × 1920: vertical stories and short-form video. 1080 × 1350: feed carousel covers. 1080 × 1080: square social. 1920 × 1080: educational and presentation video.

Suggested video-to-offer pairings

For an owner who needs operations tools: Share the $99 Universal System overview, then send the product page.

For a manager worried about job margins: Share the premium three-tier overview, then discuss the fit check.

The next step always fits the offer

Use actual Shopify product pages for purchasable tools. Use the fit-check route for installation inquiries.

Five creative briefs

Universal Quote & Office Bundle — creator brief

Visual hook: Still quoting from memory?

Show: Show a sample job's labor, materials and travel costs. Build three scope choices using an editable proposal. Show how the selected price would appear on an estimate and work instruction. End with the customer-ready document, not a software dashboard.

Voiceover: 0–5s: 'Still rebuilding each quote from scratch?' 5–12s: Show estimated job cost inputs in a real draft worksheet. 12–22s: Show an editable three-option offer and customer form. 22–30s: 'Price it. Present it. Send it. Universal Bundle—$39 one-time.'

CTA: Show the live $39 bundle and its attached digital package.

Universal Business System — creator brief

Visual hook: A growing business needs more than scattered spreadsheets.

Show: Use a fictional new customer and job to show intake and estimating. Show how job details and actual costs are recorded in the operating workbook. Show the relevant editable estimate or invoice form. Finish with the Growth OS follow-up and referral-planning workflow.

Voiceover: 0–5s: 'One customer. How many different places do you track the job?' 5–12s: Show a real Business OS workbook using fictional customer data. 12–20s: Show a sample estimate, invoice and job instruction from the included Word files. 20–27s: Show the Growth OS follow-up planner. 27–35s: '$99 once. Two workbooks. Seventeen documents. One organized workflow.'

CTA: Send the actual $99 Shopify product page via the affiliate's verified tracked link.

Margin Clarity — creator brief

Visual hook: What did your last 40 jobs actually tell you?

Show: Show a fictional quote with planned labor and materials. Compare fictional actual job costs against the estimate. Display the dashboard's exceptions and missing-data checks. Explain the handoff and the weekly management review.

Voiceover: 0–6s: 'You quoted the job. Did it finish on the margin you expected?' 6–15s: Show fictional estimate and completed job costs side by side. 15–23s: Point to the dashboard and the review process. 23–30s: 'Margin Clarity: focused job-margin installation. Request a fit check.'

CTA: Capture a qualified lead with the fit-check form and preserve original affiliate ID.

Margin Control — creator brief

Visual hook: Are your estimators using the same assumptions?

Show: Begin with a fictional crew estimate and actual cost difference. Compare two service-category models and show how assumptions differ. Show the weekly scorecard and exceptions needing review. Close with how managers use the action register.

Voiceover: 0–6s: 'Multiple crews. Different quotes. One profit picture?' 6–14s: Show two fictional estimating models. 14–23s: Reveal exception register and weekly management scorecard. 23–30s: 'Margin Control: a management system built around your job data. Request the fit check.'

CTA: Register the business lead and schedule SGL's formal fit and scope review.

Margin Command — creator brief

Visual hook: Can leadership compare job margins across service categories?

Show: Show three fictional service categories with planned versus actual direct costs. Aggregate the categories into a leadership reporting view. Show which exceptions require an owner and next action. Conclude with a sample weekly executive review agenda.

Voiceover: 0–6s: 'Your business runs multiple job categories. Can leadership see the margin picture together?' 6–15s: Show three fictional models and cross-category metrics. 15–24s: Highlight executive reporting and named action owners. 24–30s: 'Margin Command: executive margin visibility built on real job records. Request a fit check.'

CTA: Identify executive sponsor, register the qualified lead, and route the business through the official fit check.

Industry-specific angles your audience understands

Plumbing

Service-call scope, labor and parts assumptions, repeatable documentation.

HVAC

Job pricing, maintenance offers, estimates and follow-up consistency.

Electrical

Clear three-tier scopes and consistent job records.

Roofing

Clear project options, customer documents and estimating review.

Landscaping

Recurring service estimates, job records and follow-up planning.

Cleaning

Repeat-service paperwork, customer records and completed-job costs.

Window cleaning

Quoting assumptions, job paperwork and repeat-work follow-up.

Pressure washing

Job-cost pricing, professional proposals and seasonal customer reactivation.

Mixed-trade operations

Universal documents and operating systems across job types.

The five headline offers are universal and industry-neutral. Adjust examples, not product claims, to the buyer's trade.

Objection Desk

Ten questions affiliates will actually hear

Why isn't the $39 bundle enough for everyone?

Some businesses need only a quoting and document workflow; others want operational records and growth planning. Match the product to the business need.

Why choose the $99 system instead of piecing tools together?

It bundles two operating workbooks and 17 editable business documents in one one-time download with setup guidance.

Is $99 cloud software?

No. The current $99 product is a downloadable ZIP with spreadsheet workbooks and editable Word documents.

Is a $5,000 implementation just a spreadsheet?

No. The defined service includes historical job review, configuration of estimating models, management scorecards, training and a handoff.

How do I talk about results without guessing?

Explain measurable deliverables: jobs reviewed, models configured, dashboards and workflows installed, training completed.

Which premium package should I recommend?

One category and focused review: Clarity. Broader management scorecard: Control. Multiple models and executive reporting: Command.

Can my audience buy a premium service directly?

A fit check and written scope establish the appropriate service before payment.

Can a small creator refer a premium client?

Yes. The proposed universal program doesn't restrict eligible offers by audience size.

What happens if the buyer comes back later?

Qualifying additional product purchases and paid subscription renewals may earn another commission when properly attributed under the enabled affiliate system. A prior introduction alone does not guarantee every future order.

Do I need product-specific promo codes?

No codes are issued yet. Use the verified affiliate-platform links when they are made available.

Current catalog · 72 active Shopify listings

Every approved affiliate can promote every eligible product.

Choose the offer that fits your audience, not just one of the five headline products. Free calculators are lead magnets; there is no commission on a $0 transaction. Base prices below are current Shopify listing prices, not necessarily the discounted amount paid at checkout. Commission illustrations assume a first attributed eligible sale at 50% of the listed base price; actual eligible revenue and approved rules control the payout.

Universal and cross-trade — 9 active offers
Cloud and business modules — 9 active offers
Pressure washing — 9 active offers
Window cleaning — 6 active offers
Plumbing — 6 active offers
Electrical — 6 active offers
HVAC — 6 active offers
Offer Shopify base price First-sale example at 50%
HVAC — Pricing & Profit Calculator $0 Free lead magnet — no payout
HVAC — 10-Document Starter Office Kit $19 $9.50
HVAC — Three-Tier Proposal & Offer Builder $29 $14.50
HVAC — Business OS $49 $24.50
HVAC — Growth OS $59 $29.50
SGL HVAC — Complete One-Time Business Toolkit $99 $49.50
Landscaping — 6 active offers
Roofing — 6 active offers
Cleaning — 6 active offers
Premium margin services — 3 active offers

Ready-to-customize campaigns for eight trades

Pick the right niche, show only verified product features with fictional customer data, and add your approved tracked affiliate link and disclosure.

Pressure washing

Quote house washes with realistic labor, fuel and chemical costs. Walk through one customer-ready estimate, then share the matching SGL bundle.

Suggested caption: Stop rebuilding paperwork from scratch. Here's one SGL workflow for pressure washing businesses. See the real product and what's included: [verified affiliate link]

Window cleaning

Does your estimate distinguish glass, screens and access? Show a filled sample quote and how it flows into customer paperwork.

Suggested caption: Stop rebuilding paperwork from scratch. Here's one SGL workflow for window cleaning businesses. See the real product and what's included: [verified affiliate link]

Plumbing

Demonstrate a service-call estimate with parts and labor, followed by a consistent job scope and customer authorization.

Suggested caption: Stop rebuilding paperwork from scratch. Here's one SGL workflow for plumbing businesses. See the real product and what's included: [verified affiliate link]

Electrical

Compare three clear scope options in a fictional estimate and show the corresponding customer proposal.

Suggested caption: Stop rebuilding paperwork from scratch. Here's one SGL workflow for electrical businesses. See the real product and what's included: [verified affiliate link]

HVAC

Show a job estimate, crew work order and follow-up process so customers and technicians share the same scope.

Suggested caption: Stop rebuilding paperwork from scratch. Here's one SGL workflow for hvac businesses. See the real product and what's included: [verified affiliate link]

Landscaping

Use a job-profit example to show how hourly labor and materials affect a landscaping quote.

Suggested caption: Stop rebuilding paperwork from scratch. Here's one SGL workflow for landscaping businesses. See the real product and what's included: [verified affiliate link]

Roofing

Show a fictional project quote, change-order workflow and invoice record.

Suggested caption: Stop rebuilding paperwork from scratch. Here's one SGL workflow for roofing businesses. See the real product and what's included: [verified affiliate link]

Cleaning

Demonstrate repeat-job pricing, customer prep details and an editable invoice.

Suggested caption: Stop rebuilding paperwork from scratch. Here's one SGL workflow for cleaning businesses. See the real product and what's included: [verified affiliate link]

Affiliate disclosure: I may earn a commission if you buy through my link, at no added cost to you.

20-second video format: 0–4 seconds: a specific operational frustration. 4–12: show a real editable product feature with fictional data. 12–17: show the finished output. 17–20: direct viewers to the product's verified referral link.

Getting paid

One customer relationship. Multiple opportunities.

50% proposed first sale

On a customer's first qualifying purchase across eligible categories. Example: $99 order → $49.50.

25% proposed later digital & renewals

On an additional qualifying digital purchase OR correctly attributed, paid monthly subscription renewal. Example: a separate $99 toolkit earns $24.75; a paid $39 renewal earns $9.75.

12% proposed later service

On qualifying subsequently collected implementation revenue.

Reduced recurring residual

Eligible paid subscription renewals can continue earning the reduced digital rate while the subscription remains active and the affiliate's attribution is maintained under the approved program. Unpaid, refunded or canceled renewals are not commissionable. Unlimited renewal attribution has not yet been tested.

Earn again when a buyer comes back

First qualifying purchase: proposed 50% on the originally attributed eligible order.

New additional digital order: proposed 25% when an existing referred customer purchases another qualifying digital product through valid attribution.

Monthly software renewals: proposed 25% residual on each successfully billed and attributed monthly renewal while eligible, not a new 50% first-sale commission every month.

Later services: proposed 12% on qualifying subsequent service purchases.

Monthly residual examples

$29 paid renewal → $7.25 at proposed 25%

$39 paid renewal → $9.75 at proposed 25%

$49 paid renewal → $12.25 at proposed 25%

$80 paid renewal → $20 at proposed 25%

$120 paid renewal → $30 at proposed 25%

Paid amount varies by introductory pricing, refunds and plan changes.

These terms are proposed; the active app settings currently have not been shown to implement residual commissions. Shopify Collabs supports subscription commissions for a configurable number of orders; Simple Affiliate permanent customer connection requires Pro. Do not promise indefinite guaranteed renewals without tracking and paid-renewal certification. Never credit the same order through both affiliate apps.

When links become available

Use only personalized links from the activated affiliate platform. For premium introductions, register the lead with the affiliate ID before SGL's consultation. The final partner agreement controls qualification and payout.

Affiliate onboarding & sales-kit checklist

  1. Apply: Short SGL founding affiliate application.
  2. Approval: Wait for confirmation and a personal referral link from the chosen affiliate platform.
  3. Learn: Read the five detailed playbooks, browse the 72-product catalog and open the exact customer-facing listing.
  4. Promote: Customize a ready-to-post script, attach the appropriate disclosure, show genuine product demonstrations and use your valid tracked link.
  5. Measure: Review attributed orders, eligible renewals and payouts in the official affiliate dashboard after tracking tests pass.

Affiliate landing-page display and product listings are available, but sign-up submission delivery, first-sale tracking, ongoing subscription attribution and payouts require end-to-end verification.

Ready to make useful introductions?

Start with one buyer problem, choose one of the five flagship sell sheets, and practice one genuine demonstration. Keep the message clear and the next step simple.

Open the founding affiliate application

Offer access: the $99 Universal System is currently listed with a downloadable product package. The $39 Universal Bundle is now live with its ZIP attached; the three premium installations have active Shopify listings, but qualification, written scope and delivery capacity still require verification. Commission examples are proposed, and individualized affiliate links and payouts are not yet active.