# Implementer Hub

For EOS® Implementers, Success.co makes it simple to set up an account, add client companies, and manage all your teams in one organised place.

URL: https://www.success.co/docs/guides/implementer-hub  
Published: 2026-05-19

##### Free Implementer Account

EOS Implementers get a free Success.co account. All you have to do is sign up with your **eosworldwide.com** email address and your account will automatically be free.

If you do not have an eosworldwide.com email or you wish to use a different email address to sign up such as your business email, please contact [support](mailto\:support@success.co) with your name and the email you wish to be on the free implementer account and we will update this account for you.

## Implementer Hub Dashboard

When you land on the **Implementer Hub**, you’ll see a dashboard with high-level performance metrics and a list of your clients.

- **Client Capacity** – Shows how full your current client load is based on your set capacity.
- **Average Session Rating** – Displays the average rating from completed client sessions, with a trend over time.
- **Rocks On-Track** – Indicates the percentage of client Rocks that are currently marked as on track.
- **Measurables Achieved Goal** – Shows how many measurables across clients are hitting their targets.
- **Predicted Annual Revenue** – Provides an estimated annual revenue based on your active clients.
- **Client List Section** - Each row represents a client company.
- **Company Stats** - Key EOS metrics are shown at a glance for each client.

![Success.co Implementer hub Dashboard with client capacity, session rating, revenue and Rocks metrics above the client list](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01m3mxST1v6EM747ztnfyA4g91/Screenshot-2026-09-28-at-10-12-28-PM)

#### Filtering Clients by Status

You can filter the client list based on each client’s current status.

##### Available Status Filters

- **Warm Lead**
- **Active**
- **Graduated**
- **Paused**
- **Inactive**
- **Self Implementing**
- **Adhoc**
- **None**

Turn on "**Choose multiple**" button to view more than 1 client status, this will update client statuses list automatically.

![Success.co Implementer hub with the client Status filter open, listing Warm lead, Active, Graduated, Paused and other statuses](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01m3mXw87x6AA9VsQ2nVDeN6PQ/Screenshot-2026-09-28-at-10-13-40-PM)

### Edit Settings

This panel appears when you click the **settings (gear) icon** on the Implementer Hub dashboard. It allows you to adjust values used for capacity and revenue calculations.

#### What You’ll See

- **Average Session Fees**\
  The typical fee you charge per session. This value is used to calculate your predicted annual revenue.
- **Client Capacity**\
  The maximum number of clients you can actively support at one time. This directly affects your Client Capacity percentage.

Click **Save settings** to apply any updates. Changes take effect immediately and update the dashboard metrics.

![Success.co Implementer hub Edit settings panel with Average session fees and Client capacity fields and a Save settings button](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01M3MxY8PZd98gjAFf7G7Hsfvp/Screenshot-2026-09-28-at-10-14-49-PM)

## Add a Client

In **Implementer hub**, click **Add client** (top-right)

![Success.co Implementer hub Dashboard with an arrow pointing to the Add client button in the top right](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01M3my1Xj1Wt45dzJFYcx9WNWR/Screenshot-2026-09-28-at-10-15-46-PM_DSxvGm3e5E)

#### Add the following:

- **Company Name**
- **Workspace URL**: Enter the client’s preferred **Workspace URL**. This will appear after `success.co/`.
- **User Plan**

Click the **User Plan** dropdown and select one of the following:

- **All Inclusive Plan**
- **Free Forever Plan**

#### Continue

Once all the details have been entered, click **Continue**.

**Note that when you add a client thru the Implementer Hub, you'll automatically be added as an Implementer user to client account, same goes if added by the Practice Manager.**

![Success.co Implementer hub Add new client form with Company name, Workspace URL, User plan and a Continue button](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01m3My4zqjP125S7Tbw57TtJb7/Screenshot-2026-09-28-at-10-18-24-PM)

#### Client setup details

- Choose a **Language**.
- Choose a **Default Currency**
- Choose a **Timezone**.
- (Optional) Select the platform under **Client moving from another platform?**
- Click **Continue**.

![Success.co Add new client setup step with Language, Default currency, Timezone and optional previous platform fields](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01m3MYHV6k548TrqqBK198jxjX/Screenshot-2026-09-28-at-10-25-37-PM)

#### Add company owner

- Enter the **Owner first name**, **Owner last name**, and **Owner email**.
- If you want to invite them right away, check **Invite now?** (otherwise leave unchecked to invite later).
- Click **Continue**.

![Success.co Implementer hub Add company owner step with owner name and email fields, an Invite now checkbox and Continue](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01m3myS1rfXAZkZ28n1BYtTjHf/Screenshot-2026-09-28-at-10-29-16-PM)

#### Add company info

- (Optional) Select **Industry**.
- (Optional) Enter **Location**.
- (Optional) Select **Company size**.
- Click **Create company**.

![Implementer hub Add company info form with optional Industry, Location and Company size fields and the Create company button](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01M3myV3T7165fh895V92hWJ7M/Screenshot-2026-09-28-at-10-30-40-PM)

You’ll be redirected into the newly created client company account.

#### Complete the Account Setup

After creating the client account, a **Setup To-Do beacon** will appear on the Dashboard. Follow the checklist to help build and set up the client’s account.

The setup checklist includes:

- **Add your data**: Add the client’s EOS data and information.
- **Invite your team**: Add and invite the client’s team members.
- **Schedule your first L10**: Set up the client’s first L10 meeting.
- **Get the apps**: Access the [Success.co](https://www.success.co/) apps.

Complete each item in the beacon to guide you through the initial account setup.

![Success.co Dashboard for a new client company with the welcome video and the setup To-Do beacon listing Add your data, Invite your team, Schedule your first L10 and Get the apps](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01M3mZ4HQak16dtD2vKPkf5kxb/Screenshot-2026-09-28-at-10-33-47-PM)

##### Client Overview Dashboard

In the Implementer hub dashboard, click on a client company name to view the client overview.

This gives you a high‑level snapshot of the client’s overall health, engagement, and EOS activity in one place. Here you'll see:

- **Client Health** - Shows the client’s overall EOS health percentage at a glance.
- **Sessions** - Displays whether EOS sessions have been completed.
- **Average Session Rating** - Shows the average rating from completed sessions.
- **Next Session** - Indicates the next scheduled session, if any.
- **Notes** - Space for internal notes related to the client.
- **Revenue** - Displays tracked revenue for the client.
- **Profit** - Displays tracked profit for the client.
- **Team Stats** - Summarizes engagement and performance metrics for each team.
- **Client Profile Panel** - Shows client status, industry, location, and EOS tools enabled.

![Implementer hub client overview showing client health, sessions, session rating, revenue, profit, notes, team stats and a profile panel with tools taught](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01M3mZbr0RX31RYGVc0p1R9Hg9/Screenshot-2026-09-28-at-10-38-57-PM)

## Partner Program

The **Partner Program** tab in the Implementer Hub allows you to view and manage your referral benefits, earnings, and participating clients.

#### Partner Program Overview

At the top of the page, you can view a summary of your Partner Program activity, including:

- **Total Earnings**: Your total earnings from the Partner Program.
- **This Month**: Your earnings for the current month and next payout date.
- **Paying Clients**: The number of your clients currently on a paid plan.
- **Last Payout**: Your most recent payout amount and date.

#### Your Referral Links

Use your unique referral links when introducing clients to [Success.co](https://www.success.co/). Click **Copy** beside the appropriate link to share it.

- **Affiliate**: Earn **15%** for non-clients who sign up through your link.
- **Free Plan**: Earn **25%** if the referred client later upgrades to a paid plan.
- **Paid Plan**: Earn **25% from day one** when the client signs up for a paid plan.

Clients who sign up using your referral link will also be prompted to add you as their Implementer.

#### Your Discount Code

If you prefer to give the benefit directly to your client instead of receiving revenue share, you can provide them with your **15% discount code**.

The client can apply the code during checkout.

![Implementer hub Partner program tab with earnings totals, Affiliate, Free plan and Paid plan referral links, and the 15% discount code with a Copy code button](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01m3MztBeZtJYBa6HWgHnJZMqr/A-Image-Sep-28--2026--10_46_48-PM)

#### Your Clients

The **Your Clients** section provides an overview of clients connected to your Implementer account. You can see their:

- Company
- Current plan
- Subscription amount
- Your revenue share
- Whether a discount has been applied
- Partner Program benefit type

For eligible clients, use the **Partner Program Benefit Type** dropdown to select between **Revenue share** and **Client discount**.

Clients on plans that are not eligible for Partner Program benefits will show the benefit as unavailable.

![Your clients table in the Partner program tab listing each company's plan, subscription, your share, discount applied and Partner Program benefit type](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01m3MZZYZE8h6kwFnd7S96HdCb/B-Image-Sep-28--2026--10_49_43-PM)

## PartnerStack

PartnerStack is where you’ll manage all your referrals and rewards for the **Implementer Program**. It’s easy to use and lets you:

- Find your unique referral link
- See how many clients have signed up through you
- Track your earnings and payouts
- Access helpful marketing materials

Join our Implementer Program by signing up to PartnerStack using the button below.

[Join the Implementer Program](https://success.partnerstack.com/?group=affiliates)

![PartnerStack website homepage with the headline Drive growth with B2B partnerships and a Get started button in the top right](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01kHX0wwxyQ7EC9Qj29nG0HkpG/PartnerStack-website)

You will then be redirected to this page and click the **Join now** button:

![Success.co program page on PartnerStack with the Join now button and three steps: join program, share link, earn commissions](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KHx0yVQeY9t660cVKFH387AA/Join-Now)

For the **Implementer Program** please Sign up using your **EOS worldwide** email address.

![PartnerStack sign up page for the Success.co Partner Program asking for a work email address, with Continue and Continue with Google buttons](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KHx101xR7Wvc2dHV7b80a5JD/Implementer-sign-up)

Provide your First and Last name, then create a Password.

![PartnerStack Create your PartnerStack account form with First name, Last name and password fields, an agreement checkbox and Create account button](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01khX11M8j2Afxv6n0e2BFE8N7/Name-and-Password)

You will be provided an option to add a business profile picture.

![PartnerStack Set up your business profile step with a profile picture upload, Business name field and Create business team button](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01Khx132k1fs5FzxMKa5ER7MVd/Add-a-profile-pic)

You will then receive an email to verify your email address > Click **Verify email**

![PartnerStack Verify your email address email for the Success.co Partner Program with the Verify email button](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01Khx14PCJB2a06W5k8TvCw7pG/Email-invite_XQGqJvbHMu)

You can now navigate the PartnerStack [Success.co](https://www.success.co/) dashboard to track your referral program performance and access useful tools.

#### Overview Tab

- Displays a summary of your program activity, focusing on key metrics like **Clicks**.
- The graph compares the number of clicks in the **Last 30 days** (blue line) with the **Previous 30 days** (pink line).
- Use the dropdown on the top right to adjust the date range for the stats shown.
- Stats update hourly to give you near real-time data.

![PartnerStack Success.co dashboard Summary page showing the Overview clicks chart with the Last 30 days date range dropdown](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01kHx15t86s575Qq7AY38BppQW/Dashboard)

#### Navigation Menu

- **Summary**: Overview of your referral performance (default landing page).
- **Performance**: Detailed stats on your referrals, conversions, and commissions.
- **Links**: Access and manage your unique referral links.
- **Customers**: View clients who signed up through your referrals.
- **Resources**: Download marketing materials, templates, and helpful content.
- **Messages**: Communicate with the program administrators or partners.
- **Program Settings**: Manage your account settings related to the referral program.

![PartnerStack Success.co Summary page with the left navigation menu, clicks overview, 25% commission offer and your referral link with a Copy button](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01Khx16zkFAXDyt3gSRSQnp5aR/Navigation)

#### Referring Clients

- Share your unique referral link via email, social media, or directly with clients.
- Anyone who signs up through your link will be tracked automatically.
- For accurate tracking, always ensure the client clicks your link before signing up.

![PartnerStack Links page listing default referral links for Paid Plan Signup, Free Plan Signup and the general website link, plus a Custom links section](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01khX18gg3VPV6ZCsWZR5cp5gh/Links)

## Roadmap

The **Roadmap** tab in the Implementer Hub lets you see what the [Success.co](https://www.success.co/) team is currently working on, what is being investigated, and what has already been released.

#### Roadmap Status

Roadmap items are organized into three stages:

- **Investigating**: Ideas and improvements currently being explored.
- **Building & Testing**: Features currently in development or testing.
- **Completed**: Features that have been completed and released.

#### Featured Updates

The **Featured** section highlights important or recently released features and improvements. Each item may include a description, release date, and current status.

#### Search and Filter

Use the options at the top of the Roadmap to quickly find updates:

- **Featured**
- **Launched**
- **Blog Post**
- **Search Roadmap Items**

#### Give Feedback

Click **Give feedback** to share suggestions or feedback directly with the [Success.co](https://www.success.co/) team.

![Implementer hub Roadmap tab showing featured roadmap items, status filters, a search box and the Give feedback button in the top right](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01M3N06Z1s27gB7Gp9YttpPW3X/Screenshot-2026-09-28-at-10-52-59-PM)

## Extras Section

The **Extras** section allows Implementers to customize the [Success.co](https://www.success.co/) experience for their clients by adding tailored help content.

#### Open Add Content

1. Go to the **Implementer Hub [in the clients company]{.underline}**
2. Click **Extras** in the top navigation
3. Select **Help content**
4. Click the **+ Add content** button

![Implementer hub Extras tab on the Help content page, showing the Custom help content list and the Add content button in the top right](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01m3N0s091KR6Q9AgxfDcY6VYh/Screenshot-2026-09-28-at-11-04-10-PM)

#### Select the Product Area

In the **Product Area** dropdown, choose where this help content will appear. This determines which section of the platform the help content is tied to.

![Add new help content dialog with the Product area dropdown open, listing areas such as Accountability chart, Issues, Meetings, Rocks, Scorecard and V/TO](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01M3n0x3JFt6Dp3C2ZHCx6G7YC/Screenshot-2026-09-28-at-11-05-12-PM)

#### Fill in the Help Content Details

After selecting a product area, complete the following fields:

- **Use with all my clients**\
  Toggle this on if the content should be visible to all clients
- **Published**\
  Toggle on to make the content live immediately
- **Title**\
  The name of the help content shown to users
- **Description**\
  Add written guidance, instructions, or context\
  (A description, video, or tip is required)
- **Videos** (optional)\
  Click **Add Video** to include a video walkthrough or explanation
- **Tips** (optional)\
  Click **Add Tip** to add short, actionable tips for users

On the right side, you’ll see a **Preview** showing how the help content will appear.

![Add new help content dialog with Product area, Visibility, Published, Title, Description, Videos and Tips fields and a Preview panel on the right](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01M3n108J3758cbj6E7XMknmCA/Screenshot-2026-09-28-at-11-07-40-PM)

After saving, you’ll be returned to the **Custom help content** list, where you can see:

- Product area
- Title
- Visibility (All clients or specific)
- Description summary
- Number of tips
- Number of videos
- Published status
- Last updated date

From here, you can manage or remove help content as needed.

![Implementer hub Custom help content list showing product area, title, visibility, description, tips, videos, published status and last updated date](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01m3N138jJ86YeCN10g7qs2EsY/Screenshot-2026-09-28-at-11-09-50-PM)

### About Section

The **About** section explains what [Success.co](https://www.success.co/) is, who it’s built for, and how it supports EOS Implementers.

#### What you’ll see

- **Platform overview**\
  A brief explanation of how [Success.co](https://www.success.co/) helps implementers support their clients and run EOS more effectively.
- **Welcome video**\
  A short intro video to the Implementer Hub and its purpose.

#### How it works

- **Add a client**\
  Add and manage client companies inside [Success.co](https://www.success.co/).
- **Help them have success**\
  Use the platform to track metrics, prepare for meetings, and support EOS execution.
- **25% revenue share**\
  Earn a lifetime revenue share for every client you bring to [Success.co](https://www.success.co/).

#### Resources and support

- **Roadmap**\
  View upcoming features and product updates.
- **FAQ**\
  Quick answers to common questions about payments, clients, and the platform.

![Implementer hub About tab with the heading The platform for helping your clients thrive on EOS and a Welcome to the implementer hub video](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01M3N17Mwt9EwE51s5QTyyD72F/Screenshot-2026-09-28-at-11-11-03-PM)