Phase 3 of the Partner Playbook

The monthly checklist. Bookmark this.

Once your first month's system is running, this is the short list you come back to — every month, from here on. It's short on purpose: the hard part (building the routine) is already done.

📅

Your weekly baseline, still running

3 posts a week — carousel, Proof Studio mockup, demo screenshot, on rotation.
Blog1 post a week — a fresh claimed topic, or a re-share of a proven one.

This checklist assumes that rhythm is already running in the background. New here? Start with your first 7 days instead.

Run this every month

Six things, once a month.

None of these are new skills — they're the same tools from the Partner Kit, revisited on a schedule so nothing goes stale.

1

Claim 1–2 fresh blog topics

Open the Partner Topic Library and claim what's new — topics are added regularly, and the good ones get taken. Each is permanently yours once verified, so a few minutes a month keeps building a library that ranks and earns on its own.

Do this first each month
2

Refresh your Proof Studio assets

Build 2–3 new mockups in Proof Studio — a different niche, a different tab (stat card, comparison, case study) than last month. New visuals keep your feed from feeling recycled, even when the offer is the same.

15 minutes
3

Review your tracked links

Check which tagged posts drove the most clicks and conversions last month. Double down on the platform, format, and angle that worked — and quietly retire the ones that didn't.

10 minutes
4

Re-share your best performer

Your top post from last month (or last quarter) still works. Post it again with a fresh caption, or repurpose it into a different format — a carousel slide becomes a standalone quote card, a blog post becomes a social summary.

One repost
5

Reach out to 5 more warm prospects

The same move from your first month, repeated: five people or businesses you know with a weak or missing site. Warm outreach compounds — your network grows every month, so this pool never runs dry.

Ongoing
6

Check the Partner Kit for what's new

New carousels, copy angles, and blog clusters get added to the Partner Kit over time. A quick scroll once a month means you're never missing a tool that would've made a post easier.

5 minutes

Watch your tier climb

Every customer and every verified blog post moves you up the partner ladder — permanently. Use this checklist to track where you stand.

Partner
Where everyone starts
30% monthly · 40% annual
Pro
10 active customers
35% monthly · 45% annual
Elite
25+ active customers
40% monthly · 50% annual + perks
Content counts too — 3 verified blog posts equal 1 customer toward your next tier. See the full breakdown on the partner ladder →
🟢Staying active: any click, approved post, or referral in the trailing 60 days keeps your account active — this checklist alone easily clears that bar. Full details on the program overview.

That's the whole system.

Week 1 for momentum, month 1 to build the rhythm, then this checklist on repeat. The income compounds while the work stays the same size.

Want the numbers? See exactly what you earn →