📋 Phase 1
Day 1 — Setup
Three things to complete on Day 1. Nothing starts — no calls, no appointments, no leads — until your calendar link and NAICS codes are submitted. This takes 20 minutes. Do it today.
Day 1 Checklist — Complete before anything else
Submit your calendar booking link — a publicly accessible link where Prymo can book appointments directly. Email it to support@humandasolutions.com with your name.
Submit your NAICS codes — your primary industry codes for list targeting. Broker = 522310. M&A advisor = 523999. Text these with your calendar link.
Complete your own ValuMate valuation — go through it yourself before introducing it to clients. You cannot credibly introduce something you have not experienced.
Memorize the one-liner — read the block below. Say it out loud three times. This is the entire introduction. Do not improvise.
Read the Definitions Guide — 84 program terms. You don't need to memorize it — just know where it lives so you can look things up.
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Your One-Liner — Memorize This. Say It. Stop.
"As part of how I prepare every client for a transaction, I bring in a platform that captures the data buyers ask for in every deal — it protects their valuation before due diligence starts. My team will connect you with them and they handle everything."
That is the entire introduction. Do not explain the platform. Do not pitch it. Do not answer questions about it — tell the client that Humanda's team handles all questions and your rep will follow up directly. After you say it, text your rep: "Introduction made — [client name]." Humanda's team takes it from there.
Your Breakpoint Schedule — Cost Drops With Every Enrolled Client
BP0
0 clients
$5,000/mo
BP1
1 client
$3,000/mo
BP2
2 clients
$2,000/mo
BP3
3 clients
$1,250/mo
BP4
4 clients
$500/mo
BP5 — FREE
5 clients
$0/mo ✓
Once you hit a breakpoint, that rate is locked — even if a client churns. Enroll 5 clients and your marketing runs free permanently. Revenue share begins at the Free Tier.
Your official onboarding document. It contains the Day 1 submission instructions, the one-liner script, the breakpoint schedule, and the first 30-day expectations. Read it fully on Day 1.
What to submit and where: Your calendar link and NAICS codes go directly to support@humandasolutions.com. Subject line: "[Your Name] — Day 1 Setup." Include both pieces in one text.
ValuMate is the free business valuation tool your clients complete before meeting with the Humanda team. You must go through it yourself before introducing it to anyone. You need to know what it asks, how long it takes, and what the output looks like so you can answer the question "what is this?" with confidence.
How to introduce it: After saying the one-liner, if a client asks what the platform does — say: "It's a free valuation tool. Takes about 10 minutes. My team sends you the link." Then text your rep. That's it.
Do not send the ValuMate link yourself. Your rep or Humanda's team sends it through the proper attribution flow so you get enrollment credit. If you send it directly, the enrollment may not be tracked to you.
Every term used in the program is defined here — Breakpoint, Enrollee, Sponsorship Window, Free Tier, Commission Base, and 79 others. You don't need to memorize it. Bookmark it and look things up as they come up. If you hear a term in a conversation with your rep that you don't understand, this is the first place to check.
🗣 Phase 2
Managing Calls
Appointments are appearing on your calendar. This phase covers what to do with them — how to handle the first meeting, how to introduce Humanda naturally, and how to handle objections without going off-script.
The Broker Conversation Guide identifies the four natural moments in a broker-client relationship where the Humanda introduction fits without feeling like a sales pitch. Each moment has a specific one-liner and a specific reason why it works at that point.
The four moments:
1. First listing consultation — when you are explaining how you prepare clients for the deal process
2. Pre-market preparation — when you are talking about what buyers ask for in due diligence
3. Active listing — when a buyer requests data and the seller doesn't have it
4. Post-deal follow-up — for clients whose deal fell through or who want to rebuild before relisting
Read this guide before your first appointment. Keep it open on your second screen during early calls until the timing is natural.
1. First listing consultation — when you are explaining how you prepare clients for the deal process
2. Pre-market preparation — when you are talking about what buyers ask for in due diligence
3. Active listing — when a buyer requests data and the seller doesn't have it
4. Post-deal follow-up — for clients whose deal fell through or who want to rebuild before relisting
21 objections organized into 7 categories covering every response you will encounter from clients — cost concerns, timing pushback, competitor comparisons, trust questions, and more. The CarFax analogy is the most effective framing for explaining why a buyer would want behavioral data before a deal.
Most important rule: When a client objects, your job is not to convince them. Your job is to say one of the responses in this guide and then redirect to Humanda's team. "That's a great question — let me have our platform specialist reach out to you directly." You handle the relationship. Humanda handles the technical questions.
A one-page overview of the Humanda platform written for business owners — not for brokers, not for buyers. It explains what the B-VDR captures, why it protects valuation, and what the onboarding process looks like.
When to use it: If a client asks "can you send me something to read?" — send this. Do not send a link to the full Channel Wedge site. This document is the right depth for a business owner at the introduction stage.
🔗 Phase 3
Enrolling Clients
A client has agreed to move forward with the Humanda platform. This is where your breakpoint progress happens. Submit the enrollment correctly — if it is not in the system, it does not count toward your breakpoint.
This is the most important tool in the program. Every client you enroll must be submitted through this system for your breakpoint credit to be recorded. An introduction that is not submitted here does not count — even if the client signs up directly with Humanda.
The three tools inside:
Tool 1 — Log Enrollment: Submit a new enrolled client. Fill in client name, email, and your broker details. Submit within 48 hours of the client completing their first payment to Humanda.
Tool 2 — CP Dashboard: Generate your current breakpoint statement. Shows your enrolled client count, current cost tier, savings to date, and revenue share status.
Tool 3 — Ops Aggregator: Internal ops tool. You do not need to use this directly.
Tool 1 — Log Enrollment: Submit a new enrolled client. Fill in client name, email, and your broker details. Submit within 48 hours of the client completing their first payment to Humanda.
Tool 2 — CP Dashboard: Generate your current breakpoint statement. Shows your enrolled client count, current cost tier, savings to date, and revenue share status.
Tool 3 — Ops Aggregator: Internal ops tool. You do not need to use this directly.
48-hour rule: Submit within 48 hours of each enrolled client's first cleared payment. Late submissions may not be credited. When in doubt — submit early and let ops sort out the timing.
Your real-time program dashboard. Shows your current breakpoint level, number of active enrolled clients, your current monthly marketing cost, total savings accumulated, and when you are eligible for revenue share. Check this at the start of each month.
What to look for: If your enrolled client count and your breakpoint level don't match what you expect, flag it to support immediately. Breakpoints are locked once achieved — if one isn't showing correctly, it needs to be corrected before the next billing cycle.
Once you understand the program, you may know other brokers who would benefit from it. This one-pager is the approved document for referring another broker to the Channel Wedge program. Do not create your own materials to describe the program. Use this document — it has the correct framing, economics, and attribution language.
Attribution note: If you refer another broker and they enroll, make sure they list you as the referrer in their CPSA. This is handled in the "Source Attribution" section of the signup form — they need to fill in your name and email.
📁 Phase 4
Reference & Support
You are up and running. This phase covers the ongoing reference tools — the phase comparison chart, the full resources page, and how to book a program review when you have questions or want to strategize on enrollment.
If you enrolled as a Phase 1 Channel Partner, your breakpoint thresholds and revenue share rates are locked to Phase 1 for the entire duration of your Sponsorship Window. This chart shows you exactly how Phase 1 and Phase 2 differ — useful context when other brokers ask you about the program and for understanding what your early enrollment advantage actually means in dollar terms.
The canonical home for all Channel Partner resources on the Humanda site. Bookmarks, supplemental materials, and updated documents get posted here first. If something in this playbook links somewhere that is no longer working, check the Resources Page — the current version is always there.
A 30-minute call with a team member to review your program performance, answer questions, and strategize on your path to the next breakpoint. Use this call when you have an active client who is considering enrolling and you want to talk through how to handle the conversation. Also useful at the 30 and 60 day marks to review your call data and adjust targeting if needed.
What to bring to the call: How many appointments have appeared on your calendar. How many you've converted to introductions. How many introductions have progressed to ValuMate completion. Any objections you've encountered that aren't in the guide.
You're set up and running.
You've been through all four phases of the playbook. Your calendar link is submitted, you know the one-liner, you know what to do when an appointment appears, and you know how to submit enrollments. Everything else is in the reference tools. The only thing left is to make the introductions.