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Opsfolio · Affiliates
User journey

Six steps from referral to payout.

Every referred prospect walks the same path. Your work ends at step 1 — handing off ICP-qualified traffic. Steps 2–5 are 100% self-service for the user. Step 6 is our verification, and the moment your payout fires.

See what users actually experience. Tour the lead magnets and self-service journeys end-to-end before you start sending traffic.
Open the tour (PDF) →

Self-service journey

Payout at step 6
  1. 1

    Discover

    Prospect lands via your unique UTM tracking link.

  2. 2

    Qualify

    System confirms eligibility for CMMC, SOC 2, or HIPAA.

  3. 3

    Start assessment

    Account is created and the framework is scoped.

  4. 4

    Complete modules

    User finishes 100% of the self-service modules.

  5. 5

    Submit

    Evidence and responses are submitted for verification.

  6. 6

    Verified

    Assessment passes verification — payout fires.

    PAYOUT FIRES
Who does what

Responsibilities at each phase.

Prospect
  1. 1.Clicks affiliate referral link
  2. 2.Confirms framework fit
  3. 3.Creates assessment account
  4. 4.Completes all modules
  5. 5.Submits responses + evidence
Opsfolio
  1. 1.Captures UTM + affiliate ID
  2. 2.Routes to correct framework intake
  3. 3.Hosts self-service assessment
  4. 4.Runs automated verification
  5. 5.Triggers affiliate payout
Affiliate (you)
  1. 1.Drives ICP-qualified traffic
  2. 2.Hands off to self-service flow
  3. 3.Stays out of the journey
  4. 4.Receives completion notification
  5. 5.Receives Net-30 payout
See payout mechanics →