Elevale Reseller Program

Your brand. Our technology. How the Elevale Partner Programme works.

If you advise, coach, or deliver for clients, you already know the gap: between engagements, strategy lives in slide decks, PDFs, and spreadsheets that clients stop opening the moment the project ends. Your expertise deserves a home that keeps working when you are not in the room.

The Elevale Partner Programme lets you offer a full strategic execution platform under your own brand. Strategy, OKRs, live KPIs, reporting, and AI guidance in one system your clients actually use. You stay front and centre with the relationship. Elevale powers everything behind the scenes.

This is not a referral scheme or an affiliate link. It is a white-label partnership built for organisations that want to productise what they already do: help clients set direction, measure progress, and execute with discipline.

What you get as a partner

At its core, the programme turns Elevale into your platform offer.

You rebrand a complete command centre for strategy and performance as your own product. Every client workspace runs under your logo, colours, and domain. There is no Elevale branding in the client experience.

From a single partner login, you can:

• White-label from day one. Upload your logo, set your primary colour, and configure your domain. Brand settings apply across every client workspace automatically.

• Set your own commercial model. Position, package, and price the platform your way, with full portfolio visibility of cost, revenue, and profit.

• Run your whole portfolio centrally. Every client gets their own workspace. You provision, switch, and manage them all from one partner view.

• Go live fast. Most partners are exploring the platform within minutes of signing up, and live with their first client workspace in under an hour. No development required.

Your first workspace is free for internal use: white-label the platform, explore the product, and shape your delivery model before you add client environments.

Who the programme is for

Partner relationships are built for organisations that already advise, coach, or deliver for clients, but not limited to:

Marketing and creative agencies
Run client strategy, reporting, and delivery from one system, with live dashboards and OKRs your clients can see between engagements.

Management consultants and business advisers
Support owners with live dashboards, planning frameworks, and execution discipline, without rebuilding tooling for every engagement.

Business coaches
Give clients a structured home for goals, accountability, and progress between sessions, so coaching outcomes stay visible and measurable.

Accountants and financial advisers
Give clients strategic clarity alongside the numbers, with structured planning, KPI visibility, and board-ready reporting in one branded workspace.

The same platform also suits software vendors bundling strategic execution with their product, industry associations equipping members with a shared planning framework, and any practice looking to move from project fees toward recurring, platform-led revenue.

Why partners choose Elevale

1. A differentiated offer

Move beyond deliverables that gather dust. Offer a living strategic system your clients keep using: direction, objectives, live KPIs, and reporting that updates as the business moves.

2. Stronger client retention

Clients stay in your ecosystem when planning and data live in one place between engagements. The platform becomes part of how you work together, not a one-off project output.

3. Recurring revenue

Build partner income aligned to client growth, not one-off project fees alone. Set your markup across Foundation, Business, and Professional tiers, with different clients on different plans and seat counts, all rolling up into one portfolio view.

4. Faster delivery

Reuse proven OKR, KPI, and reporting patterns across every engagement you run. Stop rebuilding frameworks from scratch for each new client.

5. Your brand, front and centre

Clients experience the platform entirely under your identity. You own the relationship while Elevale powers the platform behind the scenes.

6. Stay on the front foot

AI is moving fast, and traditional reporting and strategy are being left behind. Offer live execution and AI guidance so your clients pick up the pace, and your practice stays ahead.

Two ways to run the partnership

There is no single way to be a partner. Most blend both models.

The white-label reseller

Resell the platform as your own product. Your brand, your pricing, your billing. Clients buy software from you, and Elevale stays invisible behind the scenes.

This suits agencies and firms that want a scalable product line: your logo, colours, and domain on every workspace; your prices and markup on every seat; one product in the eyes of your clients.

The embedded adviser

For consultants and coaches who want a close, ongoing connection with clients. Communication, information, and strategy live in one shared place. Your guidance connects directly to their OKRs, KPIs, and day-to-day execution, so the engagement never goes quiet between sessions.

You can sit inside the workspace as the named advisor, with shared chat, documents, and live KPIs between sessions. Or switch a workspace to the built-in AI Strategic Advisor, running white-label under your name.

Most partners resell the platform broadly and embed closely where the relationship warrants it.

Built around your business model

Elevale’s partner model gives you commercial freedom.

Set your own markup across Foundation, Business, and Professional tiers. Mix clients on different plans and seat counts. Track cost, revenue, and profit from your partner dashboard.

Set markup on AI wallet top-ups too. Each client workspace has its own AI wallet under your brand. When a client tops up, payment goes directly to you. Usage is drawn from your separate partner wallet at wholesale rates. You control the markup between the two, so margin on every advisor conversation, AI-assisted plan, and automated insight flows through you.

You introduce Elevale as part of your methodology, not a disconnected tool stack.

Run your whole portfolio from one login

Every client gets their own workspace. You stay in one partner view.

Add a client by provisioning a workspace with billing and tier assigned from the start. Onboard their users under your brand, then switch between client environments instantly, with no separate admin tools or logins for each engagement.

Your partner dashboard shows what is live across the portfolio: active subscriptions, seat counts, and workspace status at a glance. As you take on more clients, admin stays centralised instead of spreading across spreadsheets, shared drives, and one-off setups.

You also control what each client can access: OKRs, dashboards, wiki, process map, AI, and more. Define your package once and update it for every client when your offer changes.

How partner billing works

Choose the commercial setup that fits how you sell and support clients. The same Elevale tiers apply. The difference is how billing and seat management run behind the scenes. You can mix both across different clients.

Stripe Connect (connect and go)

Best for partners who want automated client billing with instant margin on every payment.

1. Connect your Stripe account via Stripe Connect

2. Sync products and prices from Stripe automatically

3. Clients subscribe and pay through your checkout flow

4. Elevale’s platform fee is deducted from each payment, so you receive your margin immediately

Manual licenses (seats you control)

Best for relationships where you manage billing offline and distribute seats directly.

1. Purchase licenses for the seats you need

2. Assign and distribute seats across client workspaces from your partner admin

3. Bill clients externally using your own invoice or contract process

Not sure which model fits? Most agency partners use Stripe Connect. Manual licenses suit relationships where you buy seats upfront and bill clients outside Elevale.

Trust and security, without building it yourself

Each client workspace is a separate environment with its own users, data, and role-based access. Nothing crosses between clients unless you choose to share it. Role-based access controls who can see and change what inside each workspace.

Your clients get enterprise-grade security without you building that infrastructure yourself. Full documentation is available at elevale.app/trust.

From application to first client: five steps

No development, no technical setup.

1. Apply. Create your partner account online in minutes.

2. Brand. Upload your logo, set your primary colour, and configure your domain.

3. Pricing. Choose your billing model and set your markup per tier.

4. First client. Provision their workspace with tier, seats, and billing assigned from the start.

5. Go live. Onboard client users under your brand.

Apply → configure → live: typically under an hour, end to end.

Frequently asked questions

How do I get started as a partner?
Create your partner account online, configure your brand, and start building your offer. Most partners are exploring the platform within minutes of signing up.

Do I get a free workspace to start?
Yes. Your first workspace is free for internal use: white-label the platform, explore the product, and shape your delivery model before you add client workspaces.

How does partner pricing work?
You set your own client-facing prices across Foundation, Business, and Professional tiers. Elevale charges you wholesale per user seat; you keep the margin. Full cost, revenue, and profit visibility is built into the partner dashboard.

Can I white-label the platform?
Yes. Upload your logo, set your primary colour, and configure a custom domain so clients experience the platform under your brand. Elevale powers everything behind the scenes.

How does client billing work?
Most partners use Stripe Connect for automated billing with instant payment splits. Manual billing is also available if you purchase licenses yourself and bill clients outside Elevale.

Is client data isolated between workspaces?
Yes. Users, data, and permissions stay scoped to each client workspace. Nothing carries across workspaces unless you choose to share it.

Can I control which features my clients can access?
Yes. From your partner dashboard you choose which modules are included in your offer, including OKRs, dashboards, wiki, process map, and AI.

Can clients use my team’s advisor or the AI advisor?
Yes. For each workspace you can assign a strategic advisor from your team or switch to Elevale’s built-in AI Strategic Advisor, running under your name.

How does AI billing and markup work?
AI usage is managed through a wallet per workspace. Client top-ups go directly to you. Your partner wallet is deducted as AI is used across client workspaces, so you set your markup and keep the full margin on what clients pay in.

Ready to grow under your brand?

If you already deliver strategy, coaching, or advisory work for clients, the Partner Programme gives you a way to productise that expertise: white-label from day one, commercial freedom on pricing, one login for your whole portfolio, and AI built in with your markup.

Start your partner account →

Live in under an hour · Your margins, your prices · White-label ready