The most important thing to understand
You are not selling anything.
You are adding a step to your process.
You are adding a step to your process.
Every client you work with — whether they are buying or selling a business — goes through a predictable sequence. They want to know what a business is worth. They need to prepare for due diligence. They need to understand what a buyer is going to ask for. You are not introducing a new product. You are prescribing a step that should already be in every deal you touch. The same way you tell a client they need an attorney or an accountant — you tell them they need this. One sentence. Then you move on. The sponsor and Prymo handle everything after that.
Your one sentence — memorize this, use it in every intake conversation
"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 position before due diligence starts. My team will connect you with them and they handle everything."
That is the full ask. You do not explain it further. You do not sell it. You prescribe it and move on. If they have questions, Prymo's team handles the explanation.
What Prymo needs from you today
✓
Your calendar booking link Required
Prymo delivers confirmed appointments directly to your calendar. We need your booking link — Calendly, Acuity, or any scheduling tool you use — before we can start working your list. Without this we cannot deliver appointments. Send it to your rep today: your rep's contact.
✓
Your preferred contact number for appointment notifications Required
When a confirmed appointment is booked, Prymo's caller will text you immediately with the contact's name, business type, and the time they confirmed. Make sure we have the right number. Reply to your rep with: "Appointment notifications → [your number]."
✓
Your business description — one sentence about who you work with Required
Prymo's callers introduce you to prospective clients. They need to know how to describe you accurately. Send your rep: "I work with [describe your clients — e.g. business owners in the $1M–$10M revenue range who are preparing to sell or acquire]." One sentence. We write the rest of the script around it.
✓
Geographic or industry preferences for your lead list Helps Prymo
Our contact list is national and spans all industries. If you prefer leads from a specific region, revenue range, or industry, tell your rep now so we can prioritize the right contacts from your 1,000-contact monthly list. No preference means we optimize for deal-readiness.
✓
Your preferred NAICS code(s) for target sellers and buyers Required
Prymo uses NAICS codes to filter and qualify your contact list to the specific industries where you do your best work. Send your rep up to three preferred NAICS codes — for example, 522110 (Commercial Banking), 531210 (Real Estate Offices), or 621111 (Medical Practices). Not sure of your codes? Look them up at census.gov/naics → or ask your rep to help you identify the right ones based on your client description. Without a NAICS preference, Prymo defaults to deal-ready contacts across all industries — providing a code sharpens the quality of your list immediately.
✓
Review and sign your plain-English contract summary Required
Your rep has a plain-English summary of your Channel Partner Sponsorship Agreement — what you pay, how Phase 1 breakpoints work, what happens if you cancel, and what Prymo delivers. If you have not received it, ask your rep for the CP Plain-English Summary document. Read it. Reply with any questions before your first appointment is booked.
✓
Complete your free ValuMate valuation — for your own reference Recommended
Before you introduce ValuMate to any client, run through it yourself. It takes about 15 minutes and gives you firsthand experience of what your client will see. This makes your one-sentence introduction authentic rather than scripted. valumateai.com →
✓
Memorize the one-liner above — practice it once out loud Recommended
The one sentence in the insight box above is your only tool. You do not need to understand the full platform. You do not need to explain the data it captures. You just need to say one sentence with the same confidence you say "you'll need an attorney for this." Practice it once out loud. That is the preparation.
✓
Confirm your first month entry payment has processed Required
Prymo does not begin working your contact list until your first month's contribution has cleared. If you are on Phase 1 Option 1 ($1,500/month pre-beta), confirm your first month payment has processed. If you are on Phase 1 Option 2 ($2,000 one-time reserve), confirm that payment has cleared. No payment means no list work — this is structural, not punitive. No payment means no list work — this is structural, not punitive.
What happens after you submit your information
1
Day 1–2 · Account Activation
Prymo builds your account and loads your list.
Once Prymo has your calendar link, contact number, and client description, your account is activated. Your 1,000-contact list is loaded and assigned to your dedicated caller. Nothing moves until these three things are confirmed. This is the most common delay — don't let it be yours.
2
Day 3–7 · Outbound Begins
Your caller starts working the list. You do nothing.
Prymo's caller begins outbound contact on your behalf. They introduce you as a broker or advisor who specializes in your described client type and book interested contacts directly onto your calendar. You will receive a text notification for every confirmed appointment — name, business type, and time confirmed.
3
Week 1–2 · First Appointments
Your first confirmed appointments arrive. Here is what to do.
When a contact books on your calendar, they have already expressed interest in speaking with someone in your field — they are not a cold contact when they sit down with you. In that first meeting, your only job regarding the sponsor platform is one sentence. At the point in the conversation where you are describing your deal preparation process, you say your one-liner. Prymo's team follows up with the client directly after you make the introduction.
4
Month 1 Milestone · Your First Breakpoint
Your first enrolled client moves you to BP1. Your cost drops immediately.
When a client you introduced enrolls onto the sponsor platform and makes their first payment, you move from BP0 to BP1. Your monthly contribution drops from $5,000 to $3,000 — immediately, that same billing cycle. Every additional enrollment drops your cost further. At 6 enrolled clients, your cost hits zero and you start earning monthly revenue share instead.
Your first appointment — what to expect
What Prymo delivers to your calendar
The contact arrives pre-qualified.
They have expressed interest in speaking with a broker or advisor in your field
They have downloaded or been introduced to ValuMate
They have confirmed a specific date and time with the Prymo caller
You will receive their name, business type, and confirmed time via text
They are not guaranteed to be ready to sell — they are guaranteed to be interested in the conversation
Your job in that first meeting
Run your normal intake. Add one sentence.
Conduct your standard first meeting — discovery, relationship, qualification
At the point where you describe your process, say your one-liner
Do not explain the platform further — Prymo's team follows up directly
Do not try to close the enrollment — that is not your job in this meeting
Text your rep after the meeting: "Introduction made — [client name]"
Your breakpoint schedule — Phase 1
The more clients you enroll, the less you pay. At 6, you pay nothing.
Total marketing budget is always $5,000/month. The allocation between you and the sponsor changes with every enrolled client. BP1 is locked once achieved — even if that client later churns, you stay at BP1 pricing for the rest of your Sponsorship Window. Phase 1 pre-beta rates apply for the full 12-month Sponsorship Window.
| Stage | Enrolled Clients | You Pay | Sponsor Covers | You Earn |
|---|---|---|---|---|
| BP0 — Entry | 0 | $5,000/mo | $0 | — |
| BP1 (locked) | 1 client | $3,000/mo | $2,000/mo | — |
| BP2 | 2 clients | $2,000/mo | $3,000/mo | — |
| BP3 | 3 clients | $1,250/mo | $3,750/mo | — |
| BP4 | 4 clients | $500/mo | $4,500/mo | — |
| BP5 — FREE TIER ✓ | 5 clients | $0 / month | $5,000/mo | Revenue share begins |
| BP6 | 6 clients | $0 / month | $5,000/mo | 5% rev share per enrollee |
| BP7 | 7 clients | $0 / month | $5,000/mo | 5% rev share per enrollee |
| BP8 | 8 clients | $0 / month | $5,000/mo | 10% rev share per enrollee |
| BP9 | 9 clients | $0 / month | $5,000/mo | 10% rev share per enrollee |
| BP10+ (cap) | 10+ clients | $0 / month | $5,000/mo | 15% rev share — capped |
Your Month 1 goal: One enrolled client. That single introduction moves you from $5,000/month to $3,000/month and locks your BP1 rate for the rest of your 12-month Phase 1 Sponsorship Window — regardless of what happens to that client later. At 5 enrolled clients you reach the Free Tier and pay nothing. One conversation. One introduction. One sentence.
Never do this · Always do this
Never
Try to explain or sell the platform yourself — that is Prymo's job after you make the introduction
Promise specific outcomes to a client (guaranteed valuation, guaranteed buyer, guaranteed timeline)
Skip the introduction because you "don't think this client is ready" — let the client decide
Wait until a deal is in motion to introduce the platform — introduce it at first contact
Share program economics, breakpoint structure, or Prymo fees with clients or competitors
Contact the sponsor directly to negotiate or change program terms — all changes go through Prymo
Always
Use the one-liner in every intake conversation — before you know if the client will enroll
Text your rep after every introduction: "Introduction made — [client name]"
Keep your calendar link current — if it breaks, your appointments stop
Pay your monthly contribution on time — no payment means no list work that month
Tell your rep if a client enrolls — this is how your breakpoint progression is tracked
Ask questions before signing anything — after the contract is executed, terms apply as written
Your key contacts
Your Prymo Rep
Your Rep Name
First point of contact for all program questions, calendar issues, and appointment notifications.
support@humandasolutions.com
support@humandasolutions.com
Program Support
Humanda Operations
For contract questions, billing, and account issues.
support@humandasolutions.com
support@humandasolutions.com
Program Director
Prymo LLC · Support Team
For escalations and program-level questions only. Text preferred.
support@humandasolutions.com
support@humandasolutions.com