Charter Partner
Build recurring revenue around the advisory work clients already trust.
The deeper pathway for firms ready to embed Adapt, certify delivery capability, and grow platform revenue share.
Charter Partnership is for advisory firms that want more than a referral pathway. It gives you the commercial model, enablement, operating rhythm, and support to take Adapt into market with confidence.
The infrastructure behind a serious partner channel.
Charter Partnership gives your firm the commercial model, delivery system, and support rhythm needed to take Adapt into market without inventing the pathway yourself.
- Certification and onboarding Learn the Adapt model, qualification logic, platform workflows, and client delivery rhythm before you represent the offer in market.
- Partner portal Use collateral, scripts, proposal language, email sequences, case studies, and launch assets without building the toolkit from scratch.
- Partner Success Lead Get a named support lead, daily portal access, implementation guidance, deal support, and a 24-hour response SLA.
- Commercial upside Keep 100% of your advisory service revenue, earn referral recognition, and build uncapped platform revenue share.
- Client activation support Bring Adapt into existing advisory, coaching, strategy, HR, finance, or growth work without handing the client relationship away.
- Operating cadence Use a 90-day activation roadmap, launch checkpoints, client opportunity reviews, and quarterly partner performance conversations.
Commercial model
The partner economics are deliberately simple.
Charter Partnership is designed to add recurring platform revenue without taking over your advisory model, your pricing, or your client relationships.
AUD $5,000 entry investmentCovers certification, launch assets, partner portal access, and the 90-day activation program.
100% of your advisory revenueCoaching, facilitation, implementation, workshops, and advisory fees remain yours to package, price, and deliver.
$1,000 Design recognitionPaid when a referred client converts into Design, without needing you to run that engagement.
$2,000 annual feeWaived once partner performance passes the agreed activity and revenue threshold.
Revenue share examples below show platform revenue only. They exclude your advisory, facilitation, implementation, or coaching fees, which remain yours to price and keep.
Charter Partner. Revenue snapshot.
What recurring revenue actually looks like.
Platform revenue share is paid quarterly. No caps.
Average client ($500/month platform subscription)
| Active clients | Your share | Monthly revenue | Annual revenue |
|---|---|---|---|
| 5 clients | 20% | $500 | $6,000 |
| 10 clients | 25% | $1,250 | $15,000 |
| 30 clients | 25% | $3,750 | $45,000 |
| 100 clients | 25% | $12,500 | $150,000 |
Larger clients. 30+ employees ($1,000/month platform subscription)
| Active clients | Your share | Monthly revenue | Annual revenue |
|---|---|---|---|
| 5 clients | 20% | $1,000 | $12,000 |
| 10 clients | 25% | $2,500 | $30,000 |
| 30 clients | 25% | $7,500 | $90,000 |
| 100 clients | 25% | $25,000 | $300,000 |
Platform revenue share only. Coaching, facilitation, and advisory revenue is yours to set and keep. Most Charter Partners recover the $5K investment within 6 months.
How we compare
A commercial model built to reward partner success.
The economics are designed around shared growth: lower entry cost, no extraction from your advisory margin, and recurring upside when clients stay active on the platform.
| Adapt | EOS | Scaling Up | |
|---|---|---|---|
| Entry cost | $5,000 | $61,000 to $151,000 | $35,000 |
| Ongoing fees you pay them | $2,000/yr (waived at threshold) | $1,195 to $1,495/month | $16,500/yr |
| They pay you recurring revenue | Yes. 20% to 25% of platform revenue | No | No |
| Referral fees paid to you | $1,000 per converted client | No | No |
| You keep your service revenue | 100%. Your pricing, your margin | Yes | Yes |
| Platform provided | Yes. Client-facing, holds the work | Separate subscription (EOS One) | Third-party tools |
| Dedicated support lead | Yes. Daily access, 24-hour SLA | Group coaching calls | Mentor system |
| Payback on investment | 6 months or less | Typically 12+ months | Typically 6 to 12 months |
How it works
From first conversation to active partner.
One clear journey from fit, to certification, to first client momentum.
Express interest
Submit an EOI or book a call so we can understand your firm, client base, and likely pathway.
Alignment meeting
A 30 to 45 minute conversation to confirm fit, pathway, partner terms, and first client opportunities.
Certify & build
Sign the agreement, complete onboarding, learn the platform rhythm, adapt launch assets, and map the first pipeline.
Activate & grow
Move early clients into the platform rhythm, review deal movement with your Partner Success Lead, and set quarterly growth priorities.
Fit check
We're selective. Deliberately.
This works when both parties show up properly. Here's who it fits, and who it doesn't.
- Advisory firm generating $1M to $5M in annual revenue
- Active database of 150+ SME owner relationships
- Already delivering strategy, leadership, or succession advisory
- Charging fair, premium fees ($10K+ engagements)
- Want deeper client relationships and recurring value
- Value being part of something bigger
- Share our commitment to long-term SME stewardship
- Firms that want to resell software
- Partners who can't commit to getting clients real results
- Anyone seeking passive income without delivery
- Firms running frameworks that conflict with Adapt
- Anyone who lights up on the economics and goes flat on the client outcomes
Ready to explore this?
Let's work out if this is the right fit.
The alignment call is a straight conversation. We confirm fit, choose the right pathway, and decide whether to move forward.
19 of 25 partner spots available for 2026. Alignment meetings available now.