Become a SumAll Advisor

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Advisor Program

Become a SumAll Advisor Why become a SumAll Advisor? Becoming a SumAll Advisor allows you to incorporate SumAll products into your service offerings. Generate new revenue streams, increase client engagement, and get access to new tools for your clients to grow their business and yours. Best of all, it’s free to start! We offer a comprehensive certification program that offers training on all the areas you advise your SMBs on: social media, data analysis, e-mail marketing expense management, design, and more. What is the certification program? Becoming a certified SumAll Advisor is a badge of honor that you can proudly display to your current and prospective clients. It’s a clear sign you’re an adaptable business advisor who is constantly learning about new trends, technologies, and ways to help them grow. What are the perks of being certified? Advance through the program tiers and gain access to discounts, marketing, and expertise. The more SumAll products you sell, the more you’ll earn with increasing discounts at each level. Get featured in our advisor directory and you’ll have exposure to our 400k+ small business users around the world. Our educational modules provide useful new tools and insights that you can use to help small businesses grow while sharpening your competitive edge. What Specialty Certifications are available? As a Platinum Advisor, you can add a series of Specialty Certifications including: Social Media Marketing, Analytics, Expense Management and Accounting, Sales and Commerce, Customer Service, and more coming soon!

S U M A L L I N C . 1 2 3 W I L L I A M S S T R E E T, 2 2 N D F L R . N E W Y O R K , N Y 1 0 0 3 8 / S U M A L L . C O M

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Advisor Program

Program Tiers There are three Advisor tiers, allowing you to earn more and gain access to richer benefits as you develop your business.

S I LV E R ADVISOR

To become a SumAll Advisor, apply here and once you’re approved, you’ll get access to training and marketing materials that help you on your way to building your business with SumAll analytics. Requirements: Approved application Price: Free Discount on SumAll Products: 30%

GOLD ADVISOR

To graduate to our second tier, Silver Advisors will complete our Core Certification program which unlocks a new realm of benefits. Requirements: Silver Advisor. Pass Core Certification exam. Price: $250 Discount on SumAll Products: 40%

P L AT I N U M ADVISOR

Platinum Advisors, our highest tier, are recognized for their deep expertise in key disciplines. You can add a series of Specialty Certifications to your practice to help your clients grow. Ranging from social media strategy to e-mail marketing, you stand out as experts and are constantly at the forefront of small business trends and insights. Requirements: Gold Advisor. Pass one or more Specialty Certification exams. Price: $250 per certification Discount on SumAll Products: 50%

S U M A L L I N C . 1 2 3 W I L L I A M S S T R E E T, 2 2 N D F L R . N E W Y O R K , N Y 1 0 0 3 8 / S U M A L L . C O M

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Advisor Program



COMMUNITY

TRAINING

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SUPPORT

Gain access to SumAll’s network of

Progress through our training

Connect to a dedicated account

400K businesses and get featured in

materials and earn badges and

manager available for any of your

our Advisor Directory.

certification based on your expertise.

support needs.

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PRICING

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RESOURCES

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FORUM

Receive discounts on all SumAll

Access our specially designed

Get feedback and advice from fellow

products to offer your clients.

resources to help you familiarize with

advisors as well as early knowledge

our products and sell successfully.

of new SumAll products.

S I LV E R A D V I S O R

SumAll Reseller Discount

GOLD ADVISOR

30%

SumAll Reseller Discount

P L AT I N U M A DV I S O R

40%

SumAll Reseller Discount

50%

New Products

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New Products

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New Products

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Awesome Badges

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Awesome Badges

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Awesome Badges

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Training & Support

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Training & Support

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Training & Support

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Exclusive Content

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Exclusive Content

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Exclusive Content

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Advisor Newsletter

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Advisor Newsletter

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Advisor Newsletter

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Advisor Forum

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Advisor Forum

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Advisor Forum

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Referral Bonuses

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Referral Bonuses

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Advisor Directory

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Advisor Directory

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Free SumAll Access

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Free SumAll Access

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Specialty Certifications

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S U M A L L I N C . 1 2 3 W I L L I A M S S T R E E T, 2 2 N D F L R . N E W Y O R K , N Y 1 0 0 3 8 / S U M A L L . C O M