Partner Points are the scoring system that decides your tier and the benefits that come with it. The rules are simple, transparent, and rebalanced every quarter.
How to earn points
| Action | Points |
|---|---|
| New client onboarded | +10 |
| 6-month retention per client | +5 |
| 1-year renewal per client | +10 |
| Partner referral (new partner joins via you) | +20 |
| 5+ clients onboarded in a single quarter | +5 bonus |
Points are awarded automatically in your partner dashboard when the qualifying event happens. No manual submission is required. Your points balance is the rolling 12-month total; tiers recalculate on the first day of each quarter.
Worked examples
Solo bookkeeper, 12 months in: 8 new clients (80 pts) + 6 crossed 6-month retention (30 pts) = 110 pts → Silver.
Two-partner firm, 18 months in: 20 new clients (200 pts) + 18 retention (90 pts) + 12 renewals (120 pts) + 1 partner referral (20 pts) + 1 quarterly bonus (5 pts) = 435 pts → Gold.
Established firm: 40 new + 35 retention + 28 renewals + 2 partner referrals + 2 quarterly bonuses = 905 pts → Platinum.
Tips to maximise points
- 1Focus on retention, not just acquisition. A client you keep for 12 months earns 25 points vs. 10 for just onboarding.
- 2Refer other advisors — partner referrals are the highest-value single action at +20.
- 3Batch onboardings into a single quarter to trigger the 5-client bonus.
- 4Review the dashboard weekly — seeing points accrue is motivating and helps you spot inactive clients early.