Help Your Clients Make Meaningful Business Progress
Extend the Value you Provide to Your Clients Without Expanding Your Own Service Delivery.
Extend your client support without adding delivery workload
Your clients trust you for your specialist expertise. But their business challenges often extend beyond the areas you directly support. CH4B Affiliate Partnership gives you a structured way to introduce suitable clients to the wider CH4B Business Progress Ecosystem, helping them access the level of strategic support and specialist expertise their business needs.
CH4B manages the qualification, membership recommendation and ongoing delivery, while you retain your trusted client relationship and visibility of the value being created. As an Affiliate Partner, you also share in qualifying membership and Expert Partner revenue generated through the clients you introduce.
A simple way to extend support across your client portfolio
CH4B can become an additional support pathway for suitable SME clients across your portfolio, giving them access to business support beyond your own specialist services.
We’ll work with you to establish the right approach for your client base, making it simple for suitable clients to be introduced to CH4B without creating unnecessary administration for your team.
- Make CH4B available to your clients We'll work with you to establish how the CH4B offering fits naturally within your existing client experience and how suitable clients can access it.
- We engage with your clients CH4B manages the next stage of the journey, introducing clients to the Business Progress Ecosystem and inviting them to a Welcome and Membership Review Call.
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We identify the right starting point
We'll take the time to understand each business and the level of support it needs.Where deeper strategic support is appropriate, the client can move directly into Premium, Premium Plus or Elite Membership.
Where Core is the right starting point, they can activate their three complimentary months of Core Membership.
- We manage ongoing delivery CH4B manages membership delivery and progression, including access to relevant specialist expertise through the Expert Partner Network, while keeping the Affiliate relationship appropriately connected.
Your Clients Gain
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The Right Starting Point
Each business is considered individually so the level of support can reflect what it actually needs. -
Strategic Guidance and Accountability
Support designed to create clarity, maintain focus and turn priorities into progress. -
Connected Specialist Expertise
Access to the wider CH4B Business Progress Ecosystem and trusted specialist expertise where appropriate. -
A Complimentary Core Opportunity
Where Core is the right starting point, clients can access three complimentary months of Core Membership.
You Gain
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More Value for Your Clients
Extend the support available to your clients without having to build additional services internally. -
A Managed Client Journey
CH4B manages client engagement, membership recommendation and ongoing delivery. -
Ongoing Visibility
Receive agreed reporting on Affiliate activity, membership outcomes and revenue. -
A Share in the Value Created
Benefit from qualifying membership and Expert Partner revenue generated through the clients you introduce.
A Share In the Value Created
Receive 5% of qualifying membership revenue and 10% of qualifying CH4B Expert Partner fees generated through the clients you introduce.
What will your clients experience?
Your clients won’t be expected to work out what support they need themselves.
Their CH4B journey starts with understanding their business, what they’re working towards and where greater clarity or support could make the biggest difference.
From there, we’ll identify the most appropriate CH4B membership pathway and help them access the right level of support.
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Greater clarity
Understand what needs attention and where to focus. -
Strategic support
Work with a Strategic Business Partner to turn priorities into progress. -
Practical accountability
Maintain momentum by agreeing and revisiting meaningful actions. -
Connected expertise
Access trusted specialist expertise through the Expert Partner Network where needed.
The objective isn’t to sell your clients more services. It’s to help them access the right support at the right time.
Making client access simple
We’ll work with you to establish the most appropriate way to make CH4B available to your suitable clients, based on your business and existing client experience.
This could include integrating the CH4B opportunity into your existing client journey or using an agreed referral route for individual introductions.
However clients are introduced, CH4B manages the next stage of the journey, including the Welcome and Membership Review Call and identification of the appropriate membership pathway.
The aim is simple: Make it easy for you to extend the support available to your clients without adding unnecessary administration for your team.
Your Affiliate Partnership
Four inclusions
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Your own Core Membership
Access CH4B Core Membership, including a monthly 30-minute Momentum Call with your dedicated Strategic Business Partner. -
Partnership launch support
Structured support to establish how CH4B fits within your client proposition and agree a practical approach to implementation. -
A managed client pathway
CH4B manages client engagement, membership recommendation and ongoing delivery, reducing the administration required from your team. -
Portfolio and revenue reporting
Receive agreed visibility of Affiliate activity, membership outcomes, qualifying revenue and relevant next actions.
Become a CH4B Affiliate Partner
Perhaps you’d like to discuss this opportunity further?
Please book a call and a member of our team will assist you.
1.
Explore the partnershipSpeak with us about your business, your client portfolio and how Affiliate Partnership could work for you.
2.
Set up your Affiliate pathwayWe'll agree how CH4B fits within your client experience, the introduction process and how we'll work together.
3.
Start extending the support available to your clientsMake the CH4B pathway available to suitable clients and we'll manage the next stage of their journey.
Affiliate Partner Success
“We joined CH4B as an Affiliate Partner so that our clients could enjoy the benefit of complimentary Core membership, which gives them access to Business Advisors and a range of expert services and resources in areas that are outside our business.
We didn’t need to manage the onboarding process of our clients so it was no extra work for us, and since then, our clients have made savings via fuel cards, website and IT services and found SME recruiters that understand their needs. As their Accountant, it’s great to see the difference being made to their bottom line because above all, we want to help our clients thrive.“
Roy Lyness
Lyness Accountancy Practice Limited
CH4B Affiliate Partner FAQs
What are the Benefits for my Business?
All the benefits of the CH4B ecosystem’s foundational value as an Affiliate Partner + FREE Core Membership for all of your clients, allowing you to enhance your current client offering without additional work or time required on your part.
A CH4B Affiliate Partnership gives you a competitive edge in the market while unlocking additional revenue opportunities. Through our revenue share program, you earn income from any additional services provided to your clients by our expert partners. Most importantly, you strengthen client relationships by offering comprehensive support beyond your core work,
delivering an enhanced, value-added service that keeps clients tied to you.
4 Key Highlights?
1. Expand Your Services: Offer tailored, value-added solutions beyond your core offering through CH4B’s expert network.
2. Boost Revenue: Earn a share of revenue from your clients engagements with CH4B Experts.
3. Strengthen Client Relationships: Build trust by addressing a wider range of your clients’ business needs.
4. Save Time: Let CH4B handle the details while you focus on delivering exceptional service.
What Do My Clients Get?
Your clients can access everything they need both personally and for their business all in one place. Clients will receive, all the benefits of the Core Membership, plus the option to upgrade to a Premium, Premium + or Elite Membership.
What is the process for my Clients joining?
We will create a co-branded landing page which can be updated to reflect your business. This can be shared with clients. They will simply need to click on the link to join.
A dedicate business advisor will also support your clients in their activation and onboarding into the CH4B ecosystem. The membership fee is reduced to £0.00 and the client is linked to your accounts through the back end of our system – linking the clients back to you.
Will you contact my clients without my knowledge?
No, before speaking with any client, we will always pre-approve a list of products/services you are happy for us to speak to your clients about. All enquiries made through the website come into CH4B directly and will not be passed directly onto CH4B Partners.
If the product/service is not on your tick list, we refer this client back to you, generating leads and opportunities on your behalf that you can action and follow up on. We will never discuss a
product/service/opportunity with a client without your pre-approval.
What if I already have a provider for a service you offer?
Not a problem, we will exclude these products and services from our approved list and refer any enquiries back to you to follow up on.
Who Will Be Managing My Clients?
Your clients are free to engage and utilise their membership benefits and members portal as desired. If your clients choose to engage with their dedicated business advisor through monthly productivity calls, or choose to upgrade they will receive the full benefits of their chosen level, including their own dedicated Business Coach with the higher membership tiers. Where possible we will allocate the same Business Advisor or Coach to all of your clients that choose to engage or upgrade, providing one central communication channel.
Can my clients contact you direct regarding their membership?
Once clients have joined the CH4B Business Hub we are more than happy to engage with clients directly. Any business owner can join the CH4B Business Hub via our website so we recommend all Accountants & Affiliates share the co-branded sign-up steps with clients straight away. This will help to ensure a smooth client onboarding process ensuring that all your clients are attributed to you, all captured through our CRM system.
Can my clients upgrade to a Premium, Premium + or Elite Membership?
How will I receive updates on your interactions with my clients?
All clients are linked to you via your CH4B Affiliate Partnership. During your monthly meetings with your business advisor, you will be given the opportunity to review any client engagement
with any of our CH4B partners, keeping you up to date and fully informed.
How will the introduction service for your Experts work?
If the enquiries received are within your pre-approved products and services list, we will contact your client directly and discuss their needs and requirements. Where applicable, we will schedule a Discovery Call for your client to meet with our experts.
