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Partner Marketing Kit

Launch the service.
Copy, paste, deliver.

Everything here follows one rule: client-facing assets are white-label — your brand, your service. Advisor-facing assets name the partnership. Swap the {placeholders}and go.

Client-Facing · White-Label

Offer the audit to a client

Your voice, your brand — Setell doesn’t appear. The deliverable is yours.

Client email — the audit offer
Works as-is for a bookkeeping client; trim the first line for a colder relationship.
Subject: One number from your books I think you should see

Hi {first name},

While working in your books I pulled something I don't think anyone has ever shown you: the dollar value sitting in estimates that never became invoices — and how long they've been sitting.

I've started running a short analysis for clients like you called the Open-Estimate Audit. It reads your existing estimate history (nothing new to set up) and comes back as a one-page report: what's stuck, what's converting, how fast you quote, and where to act first.

Takes me a day to turn around, and it needs about two minutes from you. Want me to run it on {business name}?

{your name}

Advisor-Facing

Announce it to your network

Peers and prospects, not clients — here the partnership and the credential are the point.

LinkedIn announcement
Post it the week you deliver your first audit — a real anecdote beats any edit.
Most service businesses I work with have the same blind spot: estimates that went out, never became invoices, and never got a decision. The money isn't lost — it's stuck, and nobody has counted it.

I've added a service for exactly this: the Open-Estimate Audit. One report from data my clients already have — open-pipeline value, estimate-to-invoice conversion, quoting speed, and where to act first. First deliveries have been eye-opening conversations.

I'm running it as a Setell partner — the audit itself computes on-device, so client books never leave my hands.

If you run a business that quotes (trades, shops, field services) and you're curious what's sitting in your pipeline, my door's open.
Bio line
Website about-page or LinkedIn headline.
{Your name} helps service businesses find the cash stuck between quote and invoice — starting with the Open-Estimate Audit, a one-page analysis from the books you already keep.
Email signature line
Ask me about the Open-Estimate Audit — the money stuck in your quote pipeline, on one page.

The Credential

Badge embeds

Issued with certification. Two variants — pick the one that sits on your site’s background.

Setell Certified Advisor badge, dark
Setell Certified Advisor badge, light
Embed — dark badge
<a href="https://setell.ai/partners">
  <img src="https://setell.ai/badges/setell-certified-advisor-dark.svg"
       alt="Setell Certified Advisor" height="56" />
</a>
Embed — light badge
<a href="https://setell.ai/partners">
  <img src="https://setell.ai/badges/setell-certified-advisor-light.svg"
       alt="Setell Certified Advisor" height="56" />
</a>

House Rules

How to use all of this

Certified partners only
The badge ships with your certificate. Displaying it before certification is issued misrepresents a credential to the exact audience that checks credentials.
Client-facing work stays white-label
The audit report and client emails carry your brand, not ours. The badge belongs on your site, bio, proposals, and LinkedIn — not on the client deliverable.
Don’t restyle it
Use the SVGs as shipped (dark or light). No recoloring, stretching, or placing on busy backgrounds — a credential that looks off-brand reads as fake.
Claims stay honest
Say what the audit does — counts what’s stuck, from the client’s own data. No invented statistics, no “guaranteed savings.” The number is the pitch; it doesn’t need help.

Not certified yet? The path is two modules and one real client — start in the Academy. Referral links are issued with your partner approval and work with every asset here.