Charlie's Agents | Premium AI Automation for SMBs

Request	Type	Status	Updated
Onboarding Setup Walkthrough Assigned to Charlie Support	Support	In Progress	2 hours ago
Interested in Zoe Recovery Agent Awaiting review by Sales Team	Inquiry	Reviewing	5 days ago
Blair Setup Completed Closed by Charlie Support	Support	Resolved	2 weeks ago

Invoice	Amount
April 2026 - Blair Base Apr 1, 2026	$800
March 2026 - Blair Base Mar 1, 2026	$800

Notification	Type	Date
Your AI Intelligence Report is ready - view your results	System	Just now
Blair Agent - Usage at 75%	Usage Alert	2 hours ago
Request #002 - Under Review	Status Update	5 hours ago
Payment Successful - $800	Billing	3 days ago
Welcome to Charlie's Agents!	System	1 week ago

CLEARANCE LEVEL: TOP SECRET

| AGENT: VADIM PIATOV | STATE: FL |

Growth Dashboard

Active Leads

6 slots remaining

Converted Clients

21% conversion rate

Commission Earned (YTD)

+$650 pending

My Agent (Personal Use)

Blair Base

42/70 AH used

Commission Trend

Monthly earned commissions - Last 6 months

Nov

Dec

Jan

Feb

Mar

Apr

Avg: $435/mo Current: $650

Lead Status Breakdown

Current pipeline by status

Leads

Active 8

In Review 3

Dormant 3

Client Agent Subscriptions

Agents deployed per converted client

CoolAir HVAC

1 Agent

Med Spa

2 Agents

Metro Law

1 Agent

Total Agents via Referrals 4 active

My Agent Performance

Blair - personal subscription usage this month

127

Calls Handled

Leads Captured

Bookings Made

60%

AH Utilization

Performance Score - April 2026

847 pts

↑ +124 pts from last month

#12

National Rank

State Rank (FL)

Gold

Tier Status

Conversions

+225

Pipeline

+186

Engagement

+241

Momentum

+168

Network

+27

Pipeline Value

$6,200/mo

Estimated ARR if all prospects convert.

Active Prospects

14/20

Lead slots used. 6 remaining.

Commissions Pending

$650

Next payout: May 1, 2026

Engagement Rate

68%

Prospects clicked partner link.

Add Prospect & Generate Report

Run a free AI Intelligence Report. Takes 30 seconds.

Personal Discount Progress

Close 5 qualified deals to unlock your personal partner discount on all agent subscriptions.

3 / 5

Deals Closed

2 more qualified conversions needed to unlock 20% personal discount

Recent Prospects

Sarasota Med Spa

Report Sent · 2 days ago

Evaluating

CoolAir Heating

Closed Won · 5 days ago

Converted

Prospect Pipeline

How Your Pipeline Works

Your pipeline starts with 20 active lead slots - this is intentional. We focus on quality over quantity. Each prospect gets a free AI Intelligence Report that analyzes their business and recommends specific agents. For every prospect you convert into a paying client, your capacity grows by +5 slots, up to a maximum of 200. Archived or deleted leads free up slots immediately.

Starting Slots

Per Conversion

200

Maximum Cap

Pipeline 0 / 20

Reports Generated 0

Converted 0

Pipeline Value $0/mo

Business Name ↓	Status ↕	Report ↕	Est. Value ↕	Engagement ↕	Actions

My Clients

Active Clients3

Total MRR$2,400

Your Monthly Commission$560

Client Name ↓	Agents ↕	MRR ↕	Rate ↕	Tenure	Status ↕
CoolAir Heating 30% Promo	Blair Base	$800	30%	3 / 36 mo	Active
Agent Suite Blair Base Monthly Revenue $800 Your Commission $240/mo Converted Feb 2026 Commission Timeline 20% → 30%Mo 1-12 15%Mo 13-24 10%Mo 25-36 House First-deal bonus: 30% for first 3 months of this contract
Sarasota Med Spa	Blair + Zoe	$1,200	20%	2 / 36 mo	Active
Agent Suite Blair + Zoe Bundle Monthly Revenue $1,200 Your Commission $240/mo Converted Mar 2026 Commission Timeline 20%Mo 1-12 15%Mo 13-24 10%Mo 25-36 House
Bills Plumbing	Zoe Starter	$400	20%	2 / 36 mo	Active
Agent Suite Zoe Starter Monthly Revenue $400 Your Commission $80/mo Converted Mar 2026 Commission Timeline 20%Mo 1-12 15%Mo 13-24 10%Mo 25-36 House

Commission Dashboard

Total Earned

$3,420

All-time (approved + paid)

Pending

$650

Awaiting month-end review

Network Earnings

$84

2% override from invited partners

Next Payout

$734

May 1, 2026

Month

# Clients

Agents

Earned

Status

Actions

April 2026

$650

Pending

March 2026

$320

Paid

Date	Amount	Status	Method
Mar 1, 2026	$320	Cleared	Direct Deposit (...1234)
Feb 1, 2026	$240	Cleared	Direct Deposit (...1234)

Commission Acknowledgment Required

Please review and acknowledge the commission structure below before generating AI reports or downloading PDFs.

I acknowledge

Our commission structure is designed to reward both immediate deal flow and long-term portfolio growth.

The Core Timeline (Per Client)

20% (Months 1-12)

15% (Months 13-24)

10% (Months 25-36)

House (0%)

Each client you sign has its own 36-month commission clock. After 36 months, the client becomes a house account to fund platform growth.

First-Deal Bonus

Close your first deal and receive a 30% commission rate for the first 3 months of that specific contract.

Annual Contracts

For your FIRST annual contract paid upfront, you receive 30% of the entire annual value immediately.

Network Overrides

Refer a partner and earn a 2% override on their Qualified Revenue for their first 24 months.

Personal Subscriptions

You do not earn commissions on self-purchases. Instead, after closing 5 deals, you unlock a 20% personal discount.

Earnings Calculator

Enter a monthly subscription value and number of clients to see projected earnings over your 36-month commission window.

Avg. Monthly Subscription

$800

Number of Clients

Year 1

$9,600

Year 2

$7,200

Year 3

$4,800

36-Month Total

$21,600

Month 1Month 12Month 24Month 36

First-deal bonus (30% for 3 months) applies to your very first client. Subsequent clients start at 20%.

My Partner Network

Invited Partners

2 active, 2 inactive

Network Revenue

$4,200

Total generated by your invites

Network Earnings

$84

2% override on network revenue

Network Score Impact

+10pts from 2 active partners (+5 each)

−4pts from 2 inactive partners (−2 each)

+6net network score contribution

Partner	Status	Last Activity	Qualified Revenue	Window	Your Override	Score Impact
Maria Garcia	Active	2 days ago - Report generated	$3,200	Month 3/24	[Network]$64	+5
David Kim	Active	5 days ago - Prospect added	$1,000	Month 1/24	[Network]$20	+5
Tom Williams	Inactive	18 days ago	$0	Month 0/24	$0	−2
Sarah Chen	Inactive	21 days ago	$0	Month 0/24	$0	−2

Active = at least one qualifying activity in the last 14 days. 2% override applies to all Qualified Revenue for 24 months from their first paid transaction.

Monthly Leaderboard - April 2026

#12

Your Position (National)

847 pts · Trending ↑ +3 positions

Rank	Partner	Score	Trend

We recruit the best and brightest.

Think you have what it takes? Fill out the application below - Charlie's team reviews every submission personally.

Business ↕	Source ↕	Status ↕	Date ↕	Partner ↕
Tropical Dental	SEO	New	Apr 18	-
OfKorse Bakery	Partner	In Review	Apr 16	Alex J.
Metro Law Firm	SEO	Qualified	Apr 14	-

Applicant ↕	Profession ↕	Applied ↕
Jennifer Martinez Miami, FL · LinkedIn: Yes	Business Consultant	Apr 17, 2026
Robert Thompson Orlando, FL	Insurance Agent	Apr 16, 2026
Nina Patel Client-Originated Path	Client	Apr 15, 2026

Partner ↕	Status ↕	Leads ↕	Conversions ↕	Revenue ↕	Commission %
Alex Johnson	Active	14	3	$2,400/mo	20%
Maria Garcia	Active	8	1	$800/mo	20%

Partner ↕	Month ↕	Amount ↕	Status ↕	Actions
Alex Johnson	April 2026	$650	Pending
Maria Garcia	April 2026	$320	Pending
David Kim	April 2026	$180	Pending
Alex Johnson	March 2026	$320	Paid	-

Client ↕	Plan ↕	MRR ↕	Status ↕	Partner ↕
CoolAir Heating & Cooling	Blair Base	$800	Active	Alex J.
Sarasota Med Spa	Blair + Zoe	$1,200	Active ↑	Alex J.
OfKorse Bakery	Maya Start	$500	Trial	Conflict

Client	Attributed Partner	Attribution Type	Status
CoolAir Heating	Alex Johnson	Custom Report	Locked
Sarasota Med Spa	Alex Johnson	Referral Link	Locked
OfKorse Bakery	Conflict (2 partners)	Link + Report	Pending

STATUS: CLEARANCE PENDING (Your account is restricted until your application is approved)

APPLICANT: Sales Partner |

Mission Briefing

How the Charlie's Agents Program Works 4:12

Prospect Pipeline

How Your Pipeline Works

Start building your prospect list now - the moment you're approved, you can generate a free AI Intelligence Report for every prospect. Your pipeline begins with 20 active lead slots, focused on quality over quantity. For every prospect you convert into a paying client, your capacity grows by +5 slots, up to a maximum of 200. Archived or deleted leads free up slots immediately.

Starting Slots

Per Conversion

200

Maximum Cap

Pipeline 0 / 20

Business Name	Contact	Phone / Email	Status	Report	Actions

Deploy Your First AI Agent

Blair (Reception Agent)

Zoe (Recovery Agent)

Maya (Growth Agent)

Brief Charlie on Your Mission

Charlie's AI Intelligence Report

Charlie's AI Intelligence Report

Interactive Projections

Projected Revenue Uplift

Projected Cost Savings

Efficiency Gains

Complete your business profile

Choose Your Portal

Dashboard

Recommended for You

Zoe - Recovery Agent

Maya - Growth Agent

Recent Activity

AI Intelligence Report

AI Readiness Score

Blair - Reception Agent

Zoe - Recovery Agent

Maya - Growth Agent

Charlie - Scheduling Agent

Riley - Insights Agent

Request a Consultation

Contact Charlie

Your Requests

No Active Subscriptions

Billing & Payments

Payment Methods

Invoice History

Notifications

My Profile

Personal Information

Change Password

Company Profile & Settings

Company Details

Notification Preferences

Three reasons this actually works

Monetize Your Network

AI Trains You to Sell

Grow Your Own Team

The AI Intelligence Report.Your unfair advantage - AI educates your prospects.

Three AI agents every SMB needs.You bring them in. We do the rest.

The roster keeps growing.

Join the program. Help your community benefit from AI.

Independent Contractor Agreement

1. Independent Contractor Status

2. Commission Structure

3. Annual Contract Payouts

4. Network Commission (Overrides)

5. Payment Terms

6. Client Attribution

7. Data Retention & Ownership

8. Personal Subscriptions

9. Lead & Report Caps

10. Dormancy Policy

11. Brand Guidelines

12. Termination & Amendments

Accept Terms & Enter Mission Control

Growth Dashboard

Pipeline Value

Active Prospects

Commissions Pending

Engagement Rate

Add Prospect & Generate Report

Personal Discount Progress

Recent Prospects

Solutions Catalog

Prospect Pipeline

How Your Pipeline Works

My Clients

CoolAir Heating - Add Zoe

Commission Dashboard

Total Earned

Pending

Network Earnings

Next Payout

Commission Acknowledgment Required

The AI Intelligence Report.
Your unfair advantage - AI educates your prospects.

Three AI agents every SMB needs.
You bring them in. We do the rest.

Join the program.
Help your community benefit from AI.