[{"data":1,"prerenderedAt":1578},["ShallowReactive",2],{"docs:guide:implementer-hub":3,"docs:nav":1416,"seo-settings":1560},{"value":4},{"slug":5,"path":6,"title":7,"introduction":8,"body":19,"sections":1404,"seo":1411,"publishedAt":1414,"updatedAt":1415},"implementer-hub","/docs/guides/implementer-hub","Implementer Hub",{"type":9,"children":10},"root",[11],{"type":12,"tag":13,"props":14,"children":15},"element","p",{},[16],{"type":17,"value":18},"text","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.",{"type":20,"value":21,"toc":1389},"minimark",[22,27,35,45,50,56,102,115,120,123,127,169,176,186,191,198,202,220,227,236,240,251,260,264,290,296,308,312,317,322,331,335,363,371,375,402,410,414,438,445,448,452,459,462,493,496,504,508,511,514,569,576,580,586,590,593,619,623,633,663,666,670,676,679,689,693,698,718,732,735,744,748,755,769,772,777,788,795,805,815,824,827,836,839,848,854,864,870,874,899,908,912,956,965,969,980,988,992,1000,1004,1007,1027,1031,1037,1041,1044,1065,1069,1078,1086,1090,1099,1103,1135,1144,1148,1155,1164,1168,1171,1232,1239,1246,1253,1278,1281,1288,1292,1301,1305,1326,1330,1360,1364,1381],[23,24,26],"h5",{"id":25},"free-implementer-account","Free Implementer Account",[13,28,29,30,34],{},"EOS Implementers get a free Success.co account. All you have to do is sign up with your ",[31,32,33],"strong",{},"eosworldwide.com"," email address and your account will automatically be free.",[13,36,37,38,44],{},"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 ",[39,40,43],"a",{"href":41,"target":42},"mailto:support@success.co","_blank","support"," with your name and the email you wish to be on the free implementer account and we will update this account for you.",[46,47,49],"h2",{"id":48},"implementer-hub-dashboard","Implementer Hub Dashboard",[13,51,52,53,55],{},"When you land on the ",[31,54,7],{},", you’ll see a dashboard with high-level performance metrics and a list of your clients.",[57,58,59,66,72,78,84,90,96],"ul",{},[60,61,62,65],"li",{},[31,63,64],{},"Client Capacity"," – Shows how full your current client load is based on your set capacity.",[60,67,68,71],{},[31,69,70],{},"Average Session Rating"," – Displays the average rating from completed client sessions, with a trend over time.",[60,73,74,77],{},[31,75,76],{},"Rocks On-Track"," – Indicates the percentage of client Rocks that are currently marked as on track.",[60,79,80,83],{},[31,81,82],{},"Measurables Achieved Goal"," – Shows how many measurables across clients are hitting their targets.",[60,85,86,89],{},[31,87,88],{},"Predicted Annual Revenue"," – Provides an estimated annual revenue based on your active clients.",[60,91,92,95],{},[31,93,94],{},"Client List Section"," - Each row represents a client company.",[60,97,98,101],{},[31,99,100],{},"Company Stats"," - Key EOS metrics are shown at a glance for each client.",[103,104],"docs-image",{"asset":105},{"id":106,"publicId":107,"version":108,"format":109,"resourceType":110,"width":111,"height":112,"alt":113,"name":114},"b05b542f3b604b24f616427b691e494d","docs/a_01m3mxST1v6EM747ztnfyA4g91/Screenshot-2026-09-28-at-10-12-28-PM",1791492661,"png","image",3602,2052,"Success.co Implementer hub Dashboard with client capacity, session rating, revenue and Rocks metrics above the client list","Screenshot 2026 09 28 At 10.12.28  P M",[116,117,119],"h4",{"id":118},"filtering-clients-by-status","Filtering Clients by Status",[13,121,122],{},"You can filter the client list based on each client’s current status.",[23,124,126],{"id":125},"available-status-filters","Available Status Filters",[57,128,129,134,139,144,149,154,159,164],{},[60,130,131],{},[31,132,133],{},"Warm Lead",[60,135,136],{},[31,137,138],{},"Active",[60,140,141],{},[31,142,143],{},"Graduated",[60,145,146],{},[31,147,148],{},"Paused",[60,150,151],{},[31,152,153],{},"Inactive",[60,155,156],{},[31,157,158],{},"Self Implementing",[60,160,161],{},[31,162,163],{},"Adhoc",[60,165,166],{},[31,167,168],{},"None",[13,170,171,172,175],{},"Turn on \"",[31,173,174],{},"Choose multiple","\" button to view more than 1 client status, this will update client statuses list automatically.",[103,177],{"asset":178},{"id":179,"publicId":180,"version":181,"format":109,"resourceType":110,"width":182,"height":183,"alt":184,"name":185},"3790c08eeb2aa6fb0294f59406943c71","docs/a_01m3mXw87x6AA9VsQ2nVDeN6PQ/Screenshot-2026-09-28-at-10-13-40-PM",1791492662,3604,2054,"Success.co Implementer hub with the client Status filter open, listing Warm lead, Active, Graduated, Paused and other statuses","Screenshot 2026 09 28 At 10.13.40  P M",[187,188,190],"h3",{"id":189},"edit-settings","Edit Settings",[13,192,193,194,197],{},"This panel appears when you click the ",[31,195,196],{},"settings (gear) icon"," on the Implementer Hub dashboard. It allows you to adjust values used for capacity and revenue calculations.",[116,199,201],{"id":200},"what-youll-see","What You’ll See",[57,203,204,213],{},[60,205,206,209,212],{},[31,207,208],{},"Average Session Fees",[210,211],"br",{},"\nThe typical fee you charge per session. This value is used to calculate your predicted annual revenue.",[60,214,215,217,219],{},[31,216,64],{},[210,218],{},"\nThe maximum number of clients you can actively support at one time. This directly affects your Client Capacity percentage.",[13,221,222,223,226],{},"Click ",[31,224,225],{},"Save settings"," to apply any updates. Changes take effect immediately and update the dashboard metrics.",[103,228],{"asset":229},{"id":230,"publicId":231,"version":181,"format":109,"resourceType":110,"width":232,"height":233,"alt":234,"name":235},"c196ef52e941b1b3155eed3f4c8ab7d8","docs/a_01M3MxY8PZd98gjAFf7G7Hsfvp/Screenshot-2026-09-28-at-10-14-49-PM",3610,2056,"Success.co Implementer hub Edit settings panel with Average session fees and Client capacity fields and a Save settings button","Screenshot 2026 09 28 At 10.14.49  P M",[46,237,239],{"id":238},"add-a-client","Add a Client",[13,241,242,243,246,247,250],{},"In ",[31,244,245],{},"Implementer hub",", click ",[31,248,249],{},"Add client"," (top-right)",[103,252],{"asset":253},{"id":254,"publicId":255,"version":256,"format":109,"resourceType":110,"width":182,"height":257,"alt":258,"name":259},"ad1549e2b498bbe5bd9a787909b381f8","docs/a_01M3my1Xj1Wt45dzJFYcx9WNWR/Screenshot-2026-09-28-at-10-15-46-PM_DSxvGm3e5E",1791492663,2050,"Success.co Implementer hub Dashboard with an arrow pointing to the Add client button in the top right","Screenshot 2026 09 28 At 10.15.46  P M",[116,261,263],{"id":262},"add-the-following","Add the following:",[57,265,266,271,285],{},[60,267,268],{},[31,269,270],{},"Company Name",[60,272,273,276,277,279,280,284],{},[31,274,275],{},"Workspace URL",": Enter the client’s preferred ",[31,278,275],{},". This will appear after ",[281,282,283],"code",{},"success.co/",".",[60,286,287],{},[31,288,289],{},"User Plan",[13,291,292,293,295],{},"Click the ",[31,294,289],{}," dropdown and select one of the following:",[57,297,298,303],{},[60,299,300],{},[31,301,302],{},"All Inclusive Plan",[60,304,305],{},[31,306,307],{},"Free Forever Plan",[116,309,311],{"id":310},"continue","Continue",[13,313,314,315,284],{},"Once all the details have been entered, click ",[31,316,311],{},[13,318,319],{},[31,320,321],{},"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.",[103,323],{"asset":324},{"id":325,"publicId":326,"version":327,"format":109,"resourceType":110,"width":328,"height":112,"alt":329,"name":330},"09bbee32b2dc4c2a8d03c83f06fb285c","docs/a_01m3My4zqjP125S7Tbw57TtJb7/Screenshot-2026-09-28-at-10-18-24-PM",1791492664,3612,"Success.co Implementer hub Add new client form with Company name, Workspace URL, User plan and a Continue button","Screenshot 2026 09 28 At 10.18.24  P M",[116,332,334],{"id":333},"client-setup-details","Client setup details",[57,336,337,343,348,353,359],{},[60,338,339,340,284],{},"Choose a ",[31,341,342],{},"Language",[60,344,339,345],{},[31,346,347],{},"Default Currency",[60,349,339,350,284],{},[31,351,352],{},"Timezone",[60,354,355,356],{},"(Optional) Select the platform under ",[31,357,358],{},"Client moving from another platform?",[60,360,222,361,284],{},[31,362,311],{},[103,364],{"asset":365},{"id":366,"publicId":367,"version":368,"format":109,"resourceType":110,"width":328,"height":112,"alt":369,"name":370},"935f211b1a0e8e56f414cc9c14644a61","docs/a_01m3MYHV6k548TrqqBK198jxjX/Screenshot-2026-09-28-at-10-25-37-PM",1791492665,"Success.co Add new client setup step with Language, Default currency, Timezone and optional previous platform fields","Screenshot 2026 09 28 At 10.25.37  P M",[116,372,374],{"id":373},"add-company-owner","Add company owner",[57,376,377,391,398],{},[60,378,379,380,383,384,387,388,284],{},"Enter the ",[31,381,382],{},"Owner first name",", ",[31,385,386],{},"Owner last name",", and ",[31,389,390],{},"Owner email",[60,392,393,394,397],{},"If you want to invite them right away, check ",[31,395,396],{},"Invite now?"," (otherwise leave unchecked to invite later).",[60,399,222,400,284],{},[31,401,311],{},[103,403],{"asset":404},{"id":405,"publicId":406,"version":407,"format":109,"resourceType":110,"width":328,"height":257,"alt":408,"name":409},"2bc3594bc8be3106f32c5fd7e6161756","docs/a_01m3myS1rfXAZkZ28n1BYtTjHf/Screenshot-2026-09-28-at-10-29-16-PM",1791492666,"Success.co Implementer hub Add company owner step with owner name and email fields, an Invite now checkbox and Continue","Screenshot 2026 09 28 At 10.29.16  P M",[116,411,413],{"id":412},"add-company-info","Add company info",[57,415,416,422,428,433],{},[60,417,418,419,284],{},"(Optional) Select ",[31,420,421],{},"Industry",[60,423,424,425,284],{},"(Optional) Enter ",[31,426,427],{},"Location",[60,429,418,430,284],{},[31,431,432],{},"Company size",[60,434,222,435,284],{},[31,436,437],{},"Create company",[103,439],{"asset":440},{"id":441,"publicId":442,"version":407,"format":109,"resourceType":110,"width":232,"height":183,"alt":443,"name":444},"b0f0376087c968ec367481c1f89c812b","docs/a_01M3myV3T7165fh895V92hWJ7M/Screenshot-2026-09-28-at-10-30-40-PM","Implementer hub Add company info form with optional Industry, Location and Company size fields and the Create company button","Screenshot 2026 09 28 At 10.30.40  P M",[13,446,447],{},"You’ll be redirected into the newly created client company account.",[116,449,451],{"id":450},"complete-the-account-setup","Complete the Account Setup",[13,453,454,455,458],{},"After creating the client account, a ",[31,456,457],{},"Setup To-Do beacon"," will appear on the Dashboard. Follow the checklist to help build and set up the client’s account.",[13,460,461],{},"The setup checklist includes:",[57,463,464,470,476,482],{},[60,465,466,469],{},[31,467,468],{},"Add your data",": Add the client’s EOS data and information.",[60,471,472,475],{},[31,473,474],{},"Invite your team",": Add and invite the client’s team members.",[60,477,478,481],{},[31,479,480],{},"Schedule your first L10",": Set up the client’s first L10 meeting.",[60,483,484,487,488,492],{},[31,485,486],{},"Get the apps",": Access the ",[39,489,491],{"href":490},"/","Success.co"," apps.",[13,494,495],{},"Complete each item in the beacon to guide you through the initial account setup.",[103,497],{"asset":498},{"id":499,"publicId":500,"version":501,"format":109,"resourceType":110,"width":328,"height":112,"alt":502,"name":503},"e6ec92065f99ee91f4e5406f787505be","docs/a_01M3mZ4HQak16dtD2vKPkf5kxb/Screenshot-2026-09-28-at-10-33-47-PM",1791492668,"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","Screenshot 2026 09 28 At 10.33.47  P M",[23,505,507],{"id":506},"client-overview-dashboard","Client Overview Dashboard",[13,509,510],{},"In the Implementer hub dashboard, click on a client company name to view the client overview.",[13,512,513],{},"This gives you a high‑level snapshot of the client’s overall health, engagement, and EOS activity in one place. Here you'll see:",[57,515,516,522,528,533,539,545,551,557,563],{},[60,517,518,521],{},[31,519,520],{},"Client Health"," - Shows the client’s overall EOS health percentage at a glance.",[60,523,524,527],{},[31,525,526],{},"Sessions"," - Displays whether EOS sessions have been completed.",[60,529,530,532],{},[31,531,70],{}," - Shows the average rating from completed sessions.",[60,534,535,538],{},[31,536,537],{},"Next Session"," - Indicates the next scheduled session, if any.",[60,540,541,544],{},[31,542,543],{},"Notes"," - Space for internal notes related to the client.",[60,546,547,550],{},[31,548,549],{},"Revenue"," - Displays tracked revenue for the client.",[60,552,553,556],{},[31,554,555],{},"Profit"," - Displays tracked profit for the client.",[60,558,559,562],{},[31,560,561],{},"Team Stats"," - Summarizes engagement and performance metrics for each team.",[60,564,565,568],{},[31,566,567],{},"Client Profile Panel"," - Shows client status, industry, location, and EOS tools enabled.",[103,570],{"asset":571},{"id":572,"publicId":573,"version":501,"format":109,"resourceType":110,"width":232,"height":183,"alt":574,"name":575},"802d94deebd698e7def29abc8c5c8403","docs/a_01M3mZbr0RX31RYGVc0p1R9Hg9/Screenshot-2026-09-28-at-10-38-57-PM","Implementer hub client overview showing client health, sessions, session rating, revenue, profit, notes, team stats and a profile panel with tools taught","Screenshot 2026 09 28 At 10.38.57  P M",[46,577,579],{"id":578},"partner-program","Partner Program",[13,581,582,583,585],{},"The ",[31,584,579],{}," tab in the Implementer Hub allows you to view and manage your referral benefits, earnings, and participating clients.",[116,587,589],{"id":588},"partner-program-overview","Partner Program Overview",[13,591,592],{},"At the top of the page, you can view a summary of your Partner Program activity, including:",[57,594,595,601,607,613],{},[60,596,597,600],{},[31,598,599],{},"Total Earnings",": Your total earnings from the Partner Program.",[60,602,603,606],{},[31,604,605],{},"This Month",": Your earnings for the current month and next payout date.",[60,608,609,612],{},[31,610,611],{},"Paying Clients",": The number of your clients currently on a paid plan.",[60,614,615,618],{},[31,616,617],{},"Last Payout",": Your most recent payout amount and date.",[116,620,622],{"id":621},"your-referral-links","Your Referral Links",[13,624,625,626,628,629,632],{},"Use your unique referral links when introducing clients to ",[39,627,491],{"href":490},". Click ",[31,630,631],{},"Copy"," beside the appropriate link to share it.",[57,634,635,645,654],{},[60,636,637,640,641,644],{},[31,638,639],{},"Affiliate",": Earn ",[31,642,643],{},"15%"," for non-clients who sign up through your link.",[60,646,647,640,650,653],{},[31,648,649],{},"Free Plan",[31,651,652],{},"25%"," if the referred client later upgrades to a paid plan.",[60,655,656,640,659,662],{},[31,657,658],{},"Paid Plan",[31,660,661],{},"25% from day one"," when the client signs up for a paid plan.",[13,664,665],{},"Clients who sign up using your referral link will also be prompted to add you as their Implementer.",[116,667,669],{"id":668},"your-discount-code","Your Discount Code",[13,671,672,673,284],{},"If you prefer to give the benefit directly to your client instead of receiving revenue share, you can provide them with your ",[31,674,675],{},"15% discount code",[13,677,678],{},"The client can apply the code during checkout.",[103,680],{"asset":681},{"id":682,"publicId":683,"version":684,"format":109,"resourceType":110,"width":685,"height":686,"alt":687,"name":688},"a7d23722245652c940ec93315174bc4e","docs/a_01m3MztBeZtJYBa6HWgHnJZMqr/A-Image-Sep-28--2026--10_46_48-PM",1791492670,1852,849,"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","A Image Sep 28, 2026, 10 46 48 P M",[116,690,692],{"id":691},"your-clients","Your Clients",[13,694,582,695,697],{},[31,696,692],{}," section provides an overview of clients connected to your Implementer account. You can see their:",[57,699,700,703,706,709,712,715],{},[60,701,702],{},"Company",[60,704,705],{},"Current plan",[60,707,708],{},"Subscription amount",[60,710,711],{},"Your revenue share",[60,713,714],{},"Whether a discount has been applied",[60,716,717],{},"Partner Program benefit type",[13,719,720,721,724,725,728,729,284],{},"For eligible clients, use the ",[31,722,723],{},"Partner Program Benefit Type"," dropdown to select between ",[31,726,727],{},"Revenue share"," and ",[31,730,731],{},"Client discount",[13,733,734],{},"Clients on plans that are not eligible for Partner Program benefits will show the benefit as unavailable.",[103,736],{"asset":737},{"id":738,"publicId":739,"version":684,"format":109,"resourceType":110,"width":740,"height":741,"alt":742,"name":743},"64e6e9a8f97d4ba6325583a79e4a9fb9","docs/a_01m3MZZYZE8h6kwFnd7S96HdCb/B-Image-Sep-28--2026--10_49_43-PM",1855,848,"Your clients table in the Partner program tab listing each company's plan, subscription, your share, discount applied and Partner Program benefit type","B Image Sep 28, 2026, 10 49 43 P M",[46,745,747],{"id":746},"partnerstack","PartnerStack",[13,749,750,751,754],{},"PartnerStack is where you’ll manage all your referrals and rewards for the ",[31,752,753],{},"Implementer Program",". It’s easy to use and lets you:",[57,756,757,760,763,766],{},[60,758,759],{},"Find your unique referral link",[60,761,762],{},"See how many clients have signed up through you",[60,764,765],{},"Track your earnings and payouts",[60,767,768],{},"Access helpful marketing materials",[13,770,771],{},"Join our Implementer Program by signing up to PartnerStack using the button below.",[773,774],"docs-button",{"label":775,"url":776},"Join the Implementer Program","https://success.partnerstack.com/?group=affiliates",[103,778],{"asset":779},{"id":780,"publicId":781,"version":782,"format":783,"resourceType":110,"width":784,"height":785,"alt":786,"name":787},"1fe0f4b2fb91d28ab4abd33877ac4a2f","docs/a_01kHX0wwxyQ7EC9Qj29nG0HkpG/PartnerStack-website",1791492586,"webp",985,592,"PartnerStack website homepage with the headline Drive growth with B2B partnerships and a Get started button in the top right","Partner Stack Website",[13,789,790,791,794],{},"You will then be redirected to this page and click the ",[31,792,793],{},"Join now"," button:",[103,796],{"asset":797},{"id":798,"publicId":799,"version":800,"format":783,"resourceType":110,"width":801,"height":802,"alt":803,"name":804},"1648489212ba7f48331f372af9391289","docs/a_01KHx0yVQeY9t660cVKFH387AA/Join-Now",1791492587,1342,584,"Success.co program page on PartnerStack with the Join now button and three steps: join program, share link, earn commissions","Join Now",[13,806,807,808,810,811,814],{},"For the ",[31,809,753],{}," please Sign up using your ",[31,812,813],{},"EOS worldwide"," email address.",[103,816],{"asset":817},{"id":818,"publicId":819,"version":782,"format":783,"resourceType":110,"width":820,"height":821,"alt":822,"name":823},"1a42a0d2e84d8a2e6d9bc4b1070cb94f","docs/a_01KHx101xR7Wvc2dHV7b80a5JD/Implementer-sign-up",1350,589,"PartnerStack sign up page for the Success.co Partner Program asking for a work email address, with Continue and Continue with Google buttons","Implementer Sign Up",[13,825,826],{},"Provide your First and Last name, then create a Password.",[103,828],{"asset":829},{"id":830,"publicId":831,"version":800,"format":783,"resourceType":110,"width":832,"height":833,"alt":834,"name":835},"44fc40c63ed82b551dbc21a73ee241fe","docs/a_01khX11M8j2Afxv6n0e2BFE8N7/Name-and-Password",1352,581,"PartnerStack Create your PartnerStack account form with First name, Last name and password fields, an agreement checkbox and Create account button","Name And Password",[13,837,838],{},"You will be provided an option to add a business profile picture.",[103,840],{"asset":841},{"id":842,"publicId":843,"version":800,"format":783,"resourceType":110,"width":844,"height":845,"alt":846,"name":847},"cd3f51594d35970ce6e20ff031690f09","docs/a_01Khx132k1fs5FzxMKa5ER7MVd/Add-a-profile-pic",1318,582,"PartnerStack Set up your business profile step with a profile picture upload, Business name field and Create business team button","Add A Profile Pic",[13,849,850,851],{},"You will then receive an email to verify your email address > Click ",[31,852,853],{},"Verify email",[103,855],{"asset":856},{"id":857,"publicId":858,"version":859,"format":783,"resourceType":110,"width":860,"height":861,"alt":862,"name":863},"23ab6bef424ec75f564eef4f0b50a94f","docs/a_01Khx14PCJB2a06W5k8TvCw7pG/Email-invite_XQGqJvbHMu",1791492588,1114,461,"PartnerStack Verify your email address email for the Success.co Partner Program with the Verify email button","Email Invite X Q Gq Jvb H Mu",[13,865,866,867,869],{},"You can now navigate the PartnerStack ",[39,868,491],{"href":490}," dashboard to track your referral program performance and access useful tools.",[116,871,873],{"id":872},"overview-tab","Overview Tab",[57,875,876,882,893,896],{},[60,877,878,879,284],{},"Displays a summary of your program activity, focusing on key metrics like ",[31,880,881],{},"Clicks",[60,883,884,885,888,889,892],{},"The graph compares the number of clicks in the ",[31,886,887],{},"Last 30 days"," (blue line) with the ",[31,890,891],{},"Previous 30 days"," (pink line).",[60,894,895],{},"Use the dropdown on the top right to adjust the date range for the stats shown.",[60,897,898],{},"Stats update hourly to give you near real-time data.",[103,900],{"asset":901},{"id":902,"publicId":903,"version":859,"format":783,"resourceType":110,"width":904,"height":905,"alt":906,"name":907},"97061fc32969cadaeb3adee1099fee9f","docs/a_01kHx15t86s575Qq7AY38BppQW/Dashboard",1347,583,"PartnerStack Success.co dashboard Summary page showing the Overview clicks chart with the Last 30 days date range dropdown","Dashboard",[116,909,911],{"id":910},"navigation-menu","Navigation Menu",[57,913,914,920,926,932,938,944,950],{},[60,915,916,919],{},[31,917,918],{},"Summary",": Overview of your referral performance (default landing page).",[60,921,922,925],{},[31,923,924],{},"Performance",": Detailed stats on your referrals, conversions, and commissions.",[60,927,928,931],{},[31,929,930],{},"Links",": Access and manage your unique referral 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