WellPlan × PSEO Partnership Program

Scale Your PSEO Agency with a Complete, Done-For-You Operating System.

Get the exact 11-stage pipeline, 5 automated workflows, and 3 booking calendars we use to close and retain clients—100% Free for Partners.

Triggers a secure $0 checkout to grant instant CRM access.

The Complete PSEO Partner System in One Snapshot.

Stop building from scratch. Import proven lead capture, nurturing, and retention automation instantly.

What’s Inside the CRM Powerup

A conversion-ready operating layer built specifically for PSEO agencies—no Zapier spaghetti or custom dev required.

The Booking Engine

3 pre-configured calendars for Discovery (30m), Strategy (45m), and Follow-up (30m) calls. Built-in safeguards to prevent double bookings and sync with Google/Outlook.

Impact: Eliminate back-and-forth scheduling and keep your sales calendar consistently full.

The Automation Core

5 end-to-end workflows that move prospects from first touch to signed agreement and beyond—“New Lead” tagging, audit delivery, follow-ups, and retention reminders.

Impact: Up to 80% reduction in manual tasks so your team can focus on strategy, not admin.

The 11-Stage Pipeline

A crystal-clear 11-stage view of your PSEO agency—from “New Lead” and “Discovery Scheduled” to “Active Client” and “Retention.” Every opportunity visible at a glance.

Impact: No more lost leads, dropped deals, or mystery churn—just a predictable, trackable pipeline.

Built for Long-Term Client Value

Most agencies lose clients quietly—not because results are bad, but because communication slips. The CRM Powerup ships with a dedicated “Retention Loop” so that never happens.

Automatic scheduling of monthly reporting and strategy calls for every active client.
Pre-written check-in sequences that surface wins, gather feedback, and unlock upsell moments.
Health-score style tags that warn you before a client goes dark or drifts toward churn.

The result is a simple rhythm that keeps your agency top-of-mind, shows progress clearly, and quietly increases LTV without adding more meetings to your calendar.

Why retention matters

Acquisition is expensive. The CRM Powerup is designed to make every client you win stay longer, spend more, and feel better managed.

3x faster onboarding plus automated retention loops compound into a healthier, more predictable PSEO agency.

Everything Included in Your Free CRM Powerup

Import a complete PSEO operating system in minutes—not months of trial, error, and custom builds.

3 Booking Calendars (Discovery, Strategy, Follow-up)
5 Automated Workflows from lead capture to retention
12 Custom Branding Values for consistent client-facing touchpoints
11 Pipeline Stages tailored for PSEO deal flow
Onboarding Forms & Checklists (GSC, GA4, CMS credentials) for 3x faster onboarding

Plus: pre-built email templates, task lists, and status tags you can customize to your agency in minutes.

Partner Pricing

$0

Free for verified PSEO partners. No setup fee. No hidden costs.

How it works: Complete a quick $0 checkout, connect your workspace, and we auto-install the full CRM Powerup in minutes.

Takes under 2 minutes. No credit card charged.

Questions about the Partnership Program

Still on the fence? Here are the key details PSEO agencies care about before installing the CRM Powerup.

Is this really free?

Yes, the Partnership Powerup is 100% free to install for all verified PSEO partners. You’ll complete a $0 checkout so we can provision access, but there is no charge for the CRM Powerup itself.

What do I need in place before installing?

You’ll need an active PSEO partnership to be approved. Once verified, you can trigger the $0 checkout and we’ll automatically clone the full pipeline, workflows, calendars, and forms into your workspace.

How long does setup take?

Most agencies are fully live in under 1 hour. The base system installs in minutes—then you simply connect your calendars, update branding, and plug in your existing offer copy where needed in a free guided course.

Can we customize stages, emails, and workflows?

Absolutely. The 11-stage pipeline, workflows, and templates are designed as a best-practice starting point. You can rename stages, edit emails, or add steps without breaking the underlying automations.

Will this replace my existing CRM?

Many partners migrate fully after a short trial period, but you don’t have to on day one. You can run WellPlan in parallel while you validate the flows, then consolidate once you’re confident in the system.

Ready to see it inside your own workspace?