Partner requirements
What we expect from partners.
The program is performance-based — but it isn't anything-goes. To keep payouts flowing and the user experience clean, every partner agrees to a small set of standards.
Not sure what 'self-service' means here? Tour the journeys (PDF) →
Framework literacy
- Understand at minimum one target framework (CMMC, SOC 2, or HIPAA)
- Know the difference between readiness, attestation, and certification
- Can speak credibly to NIST 800-171, AICPA TSC, or 45 CFR 164 at a buyer level
ICP understanding
- Sourced and qualified compliance buyers before
- Use real firmographic + intent signals, not blast outreach
- Filter out enterprises with internal GRC and federal agencies
Product fit
- Comfortable handing off to a self-service product
- Don't position assessments as full consulting engagements
- Set the expectation that the user does the work — not the partner
Channel discipline
- Ethical outbound: no fake personas, no incentivized completions
- Respect attribution: one UTM per channel, one referral link per partner
- Report your projected monthly volume honestly during onboarding
Not a fit if…
- — You need an upfront retainer with zero shared-risk on your side (we're happy to discuss hybrid retainer + per-completion and other shared-risk structures).
- — You want to white-label or resell our assessment under your brand.
- — Your model depends on booking sales meetings or running discovery calls.
- — You can't credibly speak to at least one compliance framework with buyers.
How to propose
No form. Just two documents and an email.
- Download the proposal template: Opsfolio CMMC Sales Partner Proposal Template.docx.
- Reference the filled-out example: Opsfolio CMMC Sales Partner Proposal Filled Out Sample.docx.
- Fill out the template and email it back to the same address that referred you to this affiliate site. (If you came in cold, send it to partners@opsfolio.com.)
Proposing a pilot, subscription, retainer, or your own shared-risk model? Use this same template — just swap the Commercial terms section with your offer. See flexible deal models.