THE UMBRELLA PARTNER OPPORTUNITY
Build a recurring
revenue stream.
Partner with Umbrella.
Earn commissions by referring retailers and brands to Umbrella. Build an ongoing revenue opportunity from eligible platform subscriptions and wallet funding—with our team handling client onboarding and platform support.
Book a Partner Discovery Call ↗For referral partners, agencies, distributors, and businesses serving specialty and regulated retail.
BUILT AROUND SHARED GROWTH
Two ways to earn.
One partner relationship.
Build earning potential around the services your referrals use: their platform subscription and eligible wallet funding.
Subscription commissions
Earn commissions on qualifying platform subscription payments collected from accepted referrals, as defined in your agreement.
Wallet funding commissions
Participate in eligible wallet-funding revenue as referred clients fund their messaging programs, subject to the agreed revenue basis.
Rates, commission duration, payment timing, eligible revenue, and performance requirements are set out in your signed partner agreement. Revenue and earnings depend on actual client activity.
A CLEAR DIVISION OF RESPONSIBILITIES
Add a revenue opportunity.
Without running the platform.
Add a retention solution to the relationships you already have, with Umbrella handling client onboarding, platform support, and platform management.
- Align on the right customer profile and review the platform together.
- Introduce new prospects through the agreed referral process.
- Stay connected through a dedicated referral and payout tracking sheet.
WHY CLIENTS CHOOSE UMBRELLA
A stronger retention program.
More reasons for clients to stay.
Recurring revenue starts with a service clients find useful. Help them grow subscribers, encourage repeat purchases, and connect customer engagement across channels—with a team that helps them put the tools to work.
- Connected channels: SMS, email, web push, and wallet-based loyalty options.
- Relevant experience: a team familiar with specialty retail, CBD, vape, smoke, and other regulated markets.
- Integration options: supported connections including Lightspeed and Shopify.
- Hands-on support: onboarding guidance and Done-for-U™ services scoped to the client’s needs.
WHO WE WORK WITH
Already connected to great businesses?
Let’s build on that.
Make a valuable introduction.
Know a brand that needs better customer engagement? Refer a qualified business and earn commissions on eligible revenue under your partner agreement.
Add a new revenue channel.
Complement the strategy, creative, website, or acquisition services you already provide with SMS, loyalty, email, and automation capabilities.
Put your network to work.
Help the retailers you serve strengthen customer relationships between purchases. Explore opportunities that fit your customer base and business model.
HOW IT WORKS
From introduction
to earning potential.
Tell us about your business.
Share who you serve, the relationships you bring, and how you see Umbrella fitting into your offering.
Agree on the partnership.
Define the referral process, responsibilities, attribution, and any eligible compensation in a written partner agreement before getting started.
Introduce. Track. Grow.
Register an eligible introduction through the agreed process. Umbrella handles discovery, onboarding, and platform support, while your dedicated tracking sheet records referral progress and eligible commissions.
PARTNER QUESTIONS
A clear starting point.
Do I need to be a marketing agency?
No. We welcome conversations with individuals and businesses that have relevant relationships, including consultants, distributors, and B2B networks.
Can partners earn referral revenue?
Eligible compensation depends on the partner arrangement. Rates, qualifying revenue, payment timing, and other conditions are agreed in writing; there is no single commission rate that applies to every partnership.
Does my customer need every Umbrella feature?
No. We review the customer’s goals and recommend the features and support that fit their needs, whether that starts with SMS, loyalty, or a connected program.
How are referrals tracked?
Once your agreement is finalized, a dedicated tracking spreadsheet records introductions, demo progress, account outcomes, eligible commissions, and payment status. Referral eligibility and attribution follow your agreement.
What makes a referral eligible?
Refer a prospect that is new to Umbrella, is not already a customer or in our active sales pipeline, and is accepted through the agreed process. Your signed agreement defines the full eligibility rules.
Who handles client onboarding and support?
Umbrella handles onboarding, platform support, and platform management. We agree on responsibilities before launch so you and your client know who to contact and what to expect.
Can we discuss a broader strategic relationship?
Yes. Tell us about your audience and proposed model. We can explore whether a referral, agency collaboration, or another agreed arrangement is a good fit.
LET’S BUILD SOMETHING TOGETHER
Your network could be
your next revenue opportunity.
Tell us about your business and the brands you can introduce. We’ll walk through the commission opportunity, eligibility, and next steps.
Email sales@tryumbrella.com with your name, company, website, the types of businesses you serve, and the partnership you have in mind.
