# Instfy Partner Program

<p class="lead">Sell Instfy solutions, from strategy to execution, and grow with us. Learn about the program, who can join and how to get started.</p>

Instfy builds solutions for businesses. Every company we help create, transform, develop or expand starts with a conversation, and many of those conversations begin with a referral from someone trusted: a salesperson, a consultant, an accountant, a business owner or a technology partner. The **Instfy Partner Program** exists to turn those relationships into structured business, with clear rules, real support and fair compensation for whoever brings in opportunities.

!image[Partners celebrating a closed deal](/assets/img/comercial/partners.webp)

## Our vision: growing together

We believe no one grows alone. Instfy itself was born from that idea: an entrepreneurial journey built between Brazil and the United States, always with other people alongside. The program brings that principle to the commercial side.

- **For the partner:** a broad portfolio to offer your client base, a proven method to run the sale and a revenue stream that can repeat throughout the client relationship.
- **For the client:** access to a company that understands the business before proposing a tool, referred by someone they already know.
- **For Instfy:** more people bringing our way of thinking to businesses that need it.

:::note
An Instfy partner does not push services. They identify businesses with a meaningful gap between where they are today and what they want to build, and open the door for Instfy to help. See [How we think](#/how-we-think).
:::

## Who the program is for

The program was designed for different profiles. Each one finds a partnership model that fits the way they work.

| Profile | Why it makes sense |
|---|---|
| Independent sales reps | A complete portfolio to offer, with technical support on every sale |
| Consultants | Expands what you deliver to the client, without having to execute everything yourself |
| Resellers | Software products to include in your offering, such as ERP Instfy |
| Accountants (CPAs and bookkeeping firms) | Clients who need to organize their management find ERP and Discovery to be the next step |
| Business owners and associations | A way to support your network and be recognized for it |
| Agencies and software houses | Projects that complement yours, with Instfy coordinating workstreams you do not cover |
| Strategic and technology partners | Joint offerings, integrations and larger projects |
| International partners in the US | Brazilian companies that want to operate in the United States and American businesses looking for solutions |

Details for each profile are in [Partnership models](#/partner-models).

## What you can sell

### Services

The program's flagship is the path every Instfy client follows:

1. **Discovery:** the first engagement, with fixed scope and price, in which Instfy understands the business, its context, ambitions and constraints. It starts with an [assessment tailored to the industry](#/assessments).
2. **Instfy Project:** the second proposal, built from the Discovery, which can combine workstreams in strategy, products and services, technology, artificial intelligence, brand, marketing, sales, data, operations, expansion, people, finance, execution and measurement. See the [service catalog](#/services).

### Products

| Product | In one sentence |
|---|---|
| [ERP Instfy](#/introduction) | Cloud business management, from finance to HR, with CRM, POS, projects and inventory |
| [Instfy AI](#/instfy-ai) | Instfy Agent, the AI agent that handles customer service and pre-sales on the client's website |
| [Instfy Data](#/instfy-data) | Business data intelligence for Greater Orlando from public records |
| [Instfy Rewards](#/instfy-rewards) | Cashback and offers from local Orlando businesses |
| [Carbon by Instfy](#/carbon) | Emissions inventory, offsetting and certification, with a focus on events |

The arguments, limits and qualifying questions for each offering are in [Offers by product](#/product-offers).

## Why become an Instfy partner

<div class="card-grid">
<div class="card"><div class="c-ic" data-icon="layers"></div><div class="c-t">End-to-end portfolio</div><div class="c-d">From strategy to execution: services, software, AI, data and carbon in a single relationship.</div></div>
<div class="card"><div class="c-ic" data-icon="compass"></div><div class="c-t">Brazil and the United States</div><div class="c-d">Headquartered in New York, with offices in Orlando, Miami and São Paulo.</div></div>
<div class="card"><div class="c-ic" data-icon="target"></div><div class="c-t">Proven method</div><div class="c-d">Eight stages, from Understand to Evolve, that give confidence to both client and partner.</div></div>
<div class="card"><div class="c-ic" data-icon="life-buoy"></div><div class="c-t">Support on every sale</div><div class="c-d">The Instfy team joins the conversation, prepares the proposal and leads the delivery.</div></div>
<div class="card"><div class="c-ic" data-icon="trending-up"></div><div class="c-t">Recurring revenue</div><div class="c-d">Subscription products and evolving projects can generate recurring earnings.</div></div>
<div class="card"><div class="c-ic" data-icon="book-open"></div><div class="c-t">Content that sells</div><div class="c-d">This documentation and the industry assessments become material for the prospect.</div></div>
</div>

- **You do not need to know everything.** Instfy runs the Discovery and designs the solution. Your role is to identify the opportunity and take care of the relationship.
- **You do not lose the client.** The relationship is registered in your name according to the [commercial policies](#/commercial-policies).
- **You sell with transparency.** Everything we promise is documented here in Instfy Docs, including what is still on the roadmap.

## How the program is structured

The program is organized in three layers:

| Layer | What it defines | Where to see it |
|---|---|---|
| Models | How you work: refer, sell, resell, implement or build together | [Partnership models](#/partner-models) |
| Tiers | Registered, Certified and Strategic, based on certification, volume and quality | [Partnership tiers](#/partner-models#niveis) |
| Journey | Application, qualification, contract, onboarding, certification and first opportunity | [How to become a partner](#/become-partner) |

Compensation varies by model and may involve commission on the sale, recurring commission, resale margin or project participation. **Percentages and terms are defined in the partnership agreement.**

## Explore the partner area

<div class="card-grid">
<a class="card" href="#/partner-models"><div class="c-ic" data-icon="layers"></div><div class="c-t">Partnership models</div><div class="c-d">Nine ways to work, tiers and comparison.</div></a>
<a class="card" href="#/become-partner"><div class="c-ic" data-icon="user-plus"></div><div class="c-t">How to become a partner</div><div class="c-d">Step by step, what to send and checklist.</div></a>
<a class="card" href="#/sales-playbook"><div class="c-ic" data-icon="target"></div><div class="c-t">Sales playbook</div><div class="c-d">Client profiles, questions, stages and objections.</div></a>
<a class="card" href="#/product-offers"><div class="c-ic" data-icon="package"></div><div class="c-t">Offers by product</div><div class="c-d">Arguments, limits and combinations by offering.</div></a>
<a class="card" href="#/sales-tools"><div class="c-ic" data-icon="clipboard-list"></div><div class="c-t">Tools and materials</div><div class="c-d">Pages to send, websites, channels and templates.</div></a>
<a class="card" href="#/commercial-policies"><div class="c-ic" data-icon="file-signature"></div><div class="c-t">Commercial policies</div><div class="c-d">Registration, commissions, pricing, brand and ethics.</div></a>
<a class="card" href="#/partner-faq"><div class="c-ic" data-icon="life-buoy"></div><div class="c-t">Partner questions</div><div class="c-d">Quick answers about the program and sales.</div></a>
</div>

## I want to become a partner

Write to **relationship@instfy.com** with the subject `Partnership: <model>`, for example "Partnership: Accountant". Tell us who you are, where you work and what kind of client you serve. The complete step by step is in [How to become a partner](#/become-partner).

## Frequently asked questions

### Who can become an Instfy partner?

People and companies that work with businesses and can generate opportunities: independent sales reps, consultants, resellers, accountants, business owners, associations, agencies, software houses, technology partners and international partners in the United States. The model is defined according to your profile.

### Do I need to know every product to get started?

No. You can start by referring opportunities and gradually get certified in the products and services that make sense for your client base. The Instfy team supports your first sales.

### How much does a partner earn?

It depends on the model and the type of sale. Compensation can be commission on the sale, recurring commission while the client remains active, resale margin or project participation. Percentages and terms are defined in the partnership agreement.

### Does the program apply to people in the United States?

Yes. There is a specific model for international partners, focused on Brazilian companies that want to operate in the US and on businesses looking for Instfy solutions in the American market.

## Next steps

See which model fits you and how to get started.

:::related
partner-models, become-partner, sales-playbook, product-offers
:::