Lattice management
Your clients. Our systems. 50% of the subscription, every month.
Make the Offer
Introduce Lattice BOS to your clients with flexible offers, pricing, trials, and features.
Clients Subscribe
Your clients sign up for Lattice BOS and become active, paying subscribers.
Lattice Delivers
We handle the platform, onboarding, automations, training, resources, and ongoing technical support.
Earn 50% Every Month
Receive recurring commissions while your referred clients remain active and paying.
One simple example
20 active clients. Real recurring commissions.
A baseline portfolio of 20 subscribed clients. Select a plan to see the gross monthly partner commission if all 20 subscribe to that tier. Each plan is a separate, illustrative scenario.
Core subscription $297/mo · 50% proposed gross recurring share · $148.50/mo per active client.
Projected gross monthly commission
20 active Core clients × $148.50 partner share.
$35,640
$148.50 /mo
Illustrative gross commissions before applicable fees. Actual earnings depend on active paid subscriptions, retention, and executed partner agreement terms.
How the partnership works
You build the relationship. We run the system.
The work splits cleanly. Your agency finds clients, builds relationships, and introduces Lattice BOS. Lattice builds and operates the platform. Both parties share eligible recurring subscription revenue equally.
Your agency
Find clients and build trust
- Finds prospective clients
- Makes the sale and introduces Lattice BOS
- Maintains the client relationship
- Generates referrals and word of mouth
Lattice
Build and operate the system
- Provides the CRM platform and software
- Configures agreed automations and systems
- Handles defined onboarding and implementation
- Maintains core infrastructure and product updates
- Provides agreed technical support and training
- Delivers included plan-specific services
Why we share 50%
Specialization, not charity.
Agencies already hold the relationships, the trust, and the distribution. Lattice builds and operates the technology. Instead of spending resources acquiring every customer independently, we collaborate with the agencies already serving those customers. Equal recurring share reflects equal, complementary work.
You focus on the relationship. We focus on the system.
The takeaway
Lattice provides the platform, configuration, and defined support included in each plan. This is not unlimited custom development or unlimited service hours. Build credits and support levels are defined per subscription tier and governed by the executed partner agreement.
What your clients get
See the system run from lead to retention.
Six connected steps. Scroll the narrative to follow each stage of the Lattice BOS operating journey.
A lead arrives.
Every inquiry lands in one CRM.
A form submission, inbound call, or agency-produced campaign flows into a single contact record. No manual data entry, no lost leads between tools.
Lattice follows up.
Speed to lead, automated.
A two-way SMS and email follow-up sequence fires within seconds. Missed calls trigger automatic text-back so no inquiry goes unanswered.
An appointment is booked.
Self-service scheduling.
Real-time calendar availability, buffer rules, automatic confirmations, and SMS reminders move prospects toward a confirmed appointment without phone tag.
The sale progresses.
Pipeline and estimate tracking.
The opportunity advances through discovery, proposal, and negotiation stages. Deal value, estimate status, and next actions stay visible to the whole team.
The invoice is followed up.
Outstanding balances, chased.
Automated reminder sequences follow outstanding invoices until paid, with payment capture and onboarding triggered on settlement.
The relationship continues.
Reviews, retention, referrals.
On completion, automated review requests and referral incentives fire. Nurture sequences and re-engagement campaigns keep customers coming back.
Client protection
Your clients stay your clients.
You have built the relationships. We are not here to take them.
Our partnership is focused on Lattice BOS. Your agency continues providing its websites, SEO, marketing, advertising, and creative services. Lattice handles the operating system and agreed technical support.
Collaboration, not competition.
The boundary, in writing.
- Lattice will not solicit protected agency-referred clients for competing services.
- Lattice will not independently pitch website development, marketing, SEO, advertising management, or other excluded agency services to protected clients.
- The partner may continue selling and delivering those services independently.
- CRM setup, BOS automations, technical support, and plan-specific business systems assistance remain within Lattice's scope.
- Campaign planning included with Pro is advisory and does not authorize Lattice to take over marketing execution.
- Client protection periods and the definition of a protected referral are established in the signed partner agreement.
Lattice Management separately offers website design, SEO, marketing, social media, and creative services. Under this partner program, Lattice will not solicit, market, upsell, or independently provide those competing services to your protected referred clients. These protections take effect under the executed partner agreement.
What you sell
Three plans. One operating system.
All three plans include the full Lattice BOS platform. The difference is how much ongoing assistance, customization, planning, and strategic involvement the customer receives.
Subscription Plan
BOS Core
We give you the system and help you run it.
50% proposed gross share of recurring subscription
Level of ongoing service
- Ready-to-configure operating system
- Initial setup assistance and onboarding
- 1 monthly workflow build credit
- Foundational business plan and monthly recap
- Next-business-day support response
Independent business owners
Subscription Plan
BOS Plus
We help you improve the system every month.
50% proposed gross share of recurring subscription
Level of ongoing service
- Everything in Core
- 3 monthly workflow build credits
- Monthly 30-minute systems check-in
- Enhanced plan with improvement recommendations
- Same-business-day initial support response
Growing businesses seeking guidance
Subscription Plan
BOS Pro
We work with you to continuously optimize operations.
50% proposed gross share of recurring subscription
Level of ongoing service
- Everything in Plus
- 6 monthly workflow build credits
- Monthly strategy and implementation meeting
- Quarterly systems roadmap and campaign kit
- Named support contact and priority queue
Businesses needing an ongoing systems partner
Core
We give you the system and help you run it.
A ready-to-configure operating system, initial setup assistance, training, reporting, and occasional workflow customization.
Plus
We help you improve the system every month.
Additional implementation assistance, recurring consultations, and more detailed business improvement recommendations.
Pro
We work with you to continuously optimize operations.
Deeper strategic involvement, more customization, priority implementation, and structured operational planning.
All three plans include the full Lattice BOS operating system. The difference is how much ongoing assistance, customization, planning, and strategic involvement the customer receives. Core pricing is approved. Plus and Pro remain subject to final approval, and support response commitments must be confirmed against the staffing roster. Build credits each represent up to 20 minutes of eligible configuration work, are monthly allowances, and do not roll over. Usage-based services are billed separately.
Model your recurring revenue
Your clients. Your recurring revenue.
Adjust client sign-up volume per plan, review annual recurring revenue growth, and inspect the monthly schedule.
Acquisition Model
New clients signed per month
Adjust each plan independently. Commissions recur monthly while clients remain active and paid.
Projected Gross Monthly Commission
per month at month 12
You bring the clients. Lattice provides the systems. We share the recurring revenue.
How Your Monthly Commissions Grow
Values are estimates and do not include a 3% Stripe fee, which is also split 50/50 between Lattice and the partner. Other applicable fees may apply. The figures above represent gross commissions, not net profit.
Projections assume customers remain active and paying, unless a churn rate is selected. Actual commissions depend on collected subscription payments, refunds, chargebacks, account status, and the terms of the executed partner agreement. Usage-based charges are excluded from partner commissions.
Partnership discovery
See LATTICE running your agency's clients.
Get a personalized walkthrough with our partnerships team. We will map your clients' current pipelines, automations, and reporting onto the platform live, and review how the 50% recurring share operates.
Industry opportunities
One partnership. Multiple verticals.
Every service business has a distinct bottleneck. Select an industry to see the business problem, what Lattice deploys, and the example sales proposition.
Industry Proposition · Roofing & Contractors
Stop Losing Jobs Between the First Call and the Final Estimate
Every unanswered call is a roof you didn't quote. LATTICE captures missed calls, follows up on estimates automatically, and keeps every job moving through one pipeline.
The Problem Businesses Face
Missed calls, slow estimate follow-ups, and jobs that slip between the first call and the final signature.
What Lattice Deploys
Missed-call recovery, automated lead follow-up, estimate reminders, appointment scheduling, and a sales pipeline that tracks every job from inquiry to invoice.
Relevant Platform Capabilities
Connected System Workflow
From First Ingestion to Retention
- 1Inbound call missed → instant text-back
- 2Lead created in CRM with job type
- 3Automated estimate reminder sequence
- 4Appointment scheduled on crew calendar
- 5Job moves through pipeline to invoice
- 6Completion triggers review request
Insights and partner education
What we teach partners.
A preview of the topics Lattice discusses, teaches, and shares with partners. Full articles and playbooks are published as the program develops. No invented dates or publication metadata here.
- 01Building recurring CRM revenue
- 02Selling operating systems to existing agency clients
- 03Automation opportunities by industry
- 04CRM onboarding and implementation
- 05Customer retention and re-engagement
- 06Practical agency sales strategies
- 07Product updates and new Lattice capabilities
Answers to real objections
Before you apply.
Established marketing, web design, SEO, and professional services agencies, or consultants with an existing client base, who want to offer CRM, automation, and business systems to their clients. Every application is reviewed individually. No automatic approvals.
LATTICE Agency Partner Program
Your next recurring revenue stream starts with one client.
Apply to become a partner, or request a walkthrough with our partnerships team. We review every application personally.