What is the SideHustleDBL Partner Program?

The SideHustleDBL Partner Program enables coaching organizations, career centers, outplacement firms, and advisory practices to sponsor client access to the SideHustleDBL platform. As a Partner, you purchase a block of client seats and invite your clients to use the platform's assessment, business discovery, planning, and launch tools — all under your organization's guidance.

SideHustleDBL provides the platform, structure, and tools. You provide the coaching, advisory guidance, and program support that helps your clients succeed.

Who This Guide Is For

This guide is written for approved SideHustleDBL Partners and their staff, including:

• Career coaches and career coaching firms
• Entrepreneur coaches and business-building advisors
• Outplacement consultants and transition firms
• University career centers and workforce-development organizations
• HR consultants and employee-development programs
• Advisory firms offering income-diversification or side-business guidance

You do not need a technical background to use the Partner Portal. All instructions are written in plain business language.

The Public Website, the Partner Portal, and the Client Workspace

SideHustleDBL has three distinct areas. Understanding the difference is essential:

What SideHustleDBL Provides vs. What the Partner Provides

Value Proposition

The Partner Program lets you offer your clients a structured, self-paced platform for discovering, building, and launching a side business or income stream — without you having to build or maintain that tooling yourself. You sponsor their access, they get the full platform, and you automatically receive read-only visibility into the side hustles they select and the progress they record, to inform your coaching or program delivery. The client may revoke this access at any time.

Active Sponsored-Client Seats

A sponsored-client seat is one paid client access slot on your organization's plan. When you invite a client and they accept, one seat becomes active. When a sponsorship ends, that seat can be released and reassigned to a new client. Your plan determines how many seats you have.

Partner Roles

Your organization can assign different roles to your staff. Each role has different permissions:

• Owner — Full control of the organization, billing, team, and clients. One per organization.
• Advisor — Can invite and manage assigned clients, view authorized client progress, and contact support.

The Client Relationship and Sponsored Access

When you sponsor a client, you are paying for their access to the platform. The client receives an invitation, creates their own account, and works independently in the Client Workspace. You may assign a coach from your team to that client. The sponsorship continues until you release the seat or your subscription ends.

Clients Own Their Accounts and Work

Automatic Read-Only Visibility for Sponsored Clients

When a sponsored client accepts your invitation and the sponsorship is active, authorized partner users automatically receive read-only visibility into the side hustles the client selects and the work the client completes across Discover, Build, and Launch. The client does not need to share each side hustle separately. Access is read-only — partners cannot edit client work, see unrelated private account information or billing information, or view clients they do not sponsor. The client may revoke this access at any time. See Section 10 for a full explanation of how visibility works.

Co-Branding Your Client Experience

SideHustleDBL supports co-branding so your clients see your organization's identity alongside the SideHustleDBL brand — across emails, invitation pages, and inside the platform itself. There is only one version of the platform; your branding is rendered dynamically for your sponsored clients based on your organization profile. You do not manage a separate deployment.

Once your Partner Program application is approved, you will receive an email invitation to complete onboarding. The onboarding wizard walks you through setting up your organization, accepting the Partner Agreement, choosing a plan, completing billing, and activating your account.

1. 1
   Receive the Partner invitation

   After approval, an onboarding invitation email is sent to the email address on your application. Click the secure link to begin.

2. 2
   Create or access your Partner account

   If you are new to SideHustleDBL, you will create an account. If you already have an account, you will log in and the invitation will link to your organization.

3. 3
   Review and accept the Partner Program Agreement

   Read the agreement carefully. The organization owner must accept it before the account can be activated. Your acceptance is recorded with a version number and timestamp.

4. 4
   Complete organization setup and co-branding

   Enter your organization name, contact information, and description. Upload your logo and optionally add a welcome message — these appear on client invitation emails, the invitation acceptance page, and as a 'Sponsored by' badge in the platform header your clients see when logged in. SideHustleDBL branding always appears alongside yours.

5. 5
   Select or confirm your Partner plan

   Choose the seat tier that fits your practice. Plans are based on the number of client seats you need. You can upgrade later as your practice grows.

6. 6
   Complete billing

   Enter your payment information through the secure Stripe checkout. You can choose monthly or annual billing. Your subscription begins once checkout is complete.

7. 7
   Complete training

   A short training module confirms you understand how to use the Partner Portal, manage seats, and respect client consent boundaries.

8. 8
   Activate the organization

   Once all steps are complete, your organization is activated and you can access the Partner Portal and begin inviting clients.

Onboarding Checklist

• Invitation email received and link clicked
• Account created or existing account linked
• Partner Agreement reviewed and accepted
• Organization profile completed (name, logo, welcome message, contact info)
• Plan selected and seat quantity confirmed
• Billing completed via secure checkout
• Training module completed
• Organization activated — Partner Portal accessible

The dashboard is your home base in the Partner Portal. It gives you a real-time snapshot of your organization's status, seat usage, client activity, and anything that needs your attention.

Organization Summary

At the top of the dashboard you will see your organization name, current status (active, past due, suspended, etc.), and your plan tier. This tells you at a glance whether your account is in good standing.

Seat Capacity

The capacity section shows how many seats your plan includes, how many are active, how many are pending (invitations sent but not yet accepted), and how many are available. A visual bar shows utilization at a glance.

Active Sponsored Clients

This stat shows the number of clients currently using the platform under your sponsorship. These are clients who have accepted your invitation and have an active seat.

Pending Invitations

If you have sent invitations that have not been accepted, they appear here. You can resend or revoke pending invitations from the Clients page.

Client Progress Indicators

The dashboard shows how many of your active clients currently have read-only visibility active, and how many have a coach assigned. These indicators help you identify where clients may need a nudge or where your team has gaps.

Notifications

The notification bell in the top navigation alerts you to important events: sharing revocations or restorations, seat status changes, billing events, and support ticket updates.

Recommended Next Steps

The dashboard surfaces a recommended next action based on your current state — for example, "Invite your first client" or "Assign an advisor." This helps new Partners get oriented quickly.

Needs Attention

If there are items that require action — such as a past-due payment, unaccepted invitations, or clients without an assigned coach — they appear in the Needs Attention strip at the top of the dashboard.

Getting Started Checklist

A collapsible checklist at the top of the dashboard tracks your setup progress: completing your profile, confirming billing, inviting your team, and inviting your first client. You can expand or collapse this card, and it remembers your preference.

Seats are the core unit of the Partner Program. Understanding how they work is essential to managing your sponsorship effectively.

Navigating the Clients Section

Client management is accessed through Clients in the main navigation. The Clients section contains two secondary tabs:

• All Clients — The default view. Shows your full client roster with search, filters, seat summaries, and individual invitation tools.
• Batches — Upload and manage groups of clients in bulk, send batch invitations, and track batch status.

Understanding Active Seat Capacity

Your plan includes a set number of seats. When a client accepts your invitation, one seat moves from "available" to "active." When a sponsorship ends, the seat returns to "available" (after any grace period) and can be reused. You can view your current capacity on the dashboard and on the Clients page.

Seat Statuses

Adding Seats

If you need more seats than your current plan allows, you can upgrade to a higher tier. Go to Billing → Upgrade Plan to see available options. The change takes effect immediately, and billing is prorated for the remaining cycle.

Reassigning Seats After Sponsorship Ends

1. 1
   Release the client seat from the Clients page (choose a release reason and optional date)
2. 2
   The seat enters a grace period if applicable, then becomes available
3. 3
   Invite a new client — the newly available seat is automatically used

Handling Capacity Limits

If you reach your seat capacity, you cannot invite additional clients until seats are released or you upgrade your plan. The system will notify you when capacity is exceeded and guide you to the Billing page to add capacity.

Monthly vs. Annual Seat Considerations

Annual billing offers a discount compared to monthly billing. If your practice has a stable client base, annual billing reduces per-seat cost. Monthly billing offers flexibility if your client roster fluctuates.

Inviting clients is how you connect people to your sponsored platform access. The invitation process is designed to be simple for both you and your client.

Inviting a Client

1. 1
   Go to the Clients page

   Navigate to Partner Portal → Clients.

2. 2
   Click Invite a Client

   This opens the invitation form.

3. 3
   Enter the client's name and email

   Double-check the email — this is where the invitation is sent.

4. 4
   Assign a coach (optional)

   Select a coach from your team to be assigned to this client. You can change this later.

5. 5
   Set an expected end date (optional)

   If your program has a defined duration, set the expected sponsorship end date.

6. 6
   Add a personal message (optional)

   A brief welcome message makes the invitation feel personal.

7. 7
   Send the invitation

   The client receives an email with a secure link to accept.

Required Client Information

• Client email — required; this becomes their account email
• Client name — recommended for personalization
• Assigned coach, expected end date, and personal message are all optional

Invitation Email Behavior

The invitation email is sent immediately and contains a secure, time-limited link. The link expires after 14 days. The email explains that your organization is sponsoring their access and includes your personal message if you provided one.

Pending Invitations

Invitations that have been sent but not yet accepted appear on the Clients page. You can see when each was sent, resend if needed, or revoke if the invitation is no longer relevant.

Resending Invitations

If a client says they did not receive the email, or it expired, use the Resend action. The client receives a fresh invitation with a new link. Resending is rate-limited to prevent spam.

Canceling Invitations

If you sent an invitation in error or no longer want to sponsor that client, use the Revoke action. This cancels the invitation and releases any reserved seat.

What the Client Sees After Accepting

When the client clicks the invitation link and accepts, they create their SideHustleDBL account (or log in if they already have one). They are then taken to the Client Workspace, where they begin with the onboarding assessment. Their seat status changes to Active.

Troubleshooting Invitation Issues

• Client says they did not receive the email — check spam, then resend
• Client cannot click the link — copy the full URL from the email manually
• Link expired — resend to generate a fresh 14-day link
• Wrong email entered — revoke and send a new invitation to the correct address
• Client already has an account — they log in with existing credentials and accept from there

The All Clients View

The All Clients tab (Clients → All Clients) is your primary client management workspace. From here, authorized partner users can:

• View and search the client roster — Browse all clients or filter by name, email, status, assigned coach, or cohort.
• Review client, seat, and invitation statuses — Each client row shows their current seat status (Active, Invitation Pending, Suspended, etc.) and email delivery status.
• Invite an individual client — Click Invite a Client to open the single-client invitation form.
• Resend an eligible invitation — If a client's invitation was not received or expired, use the Resend action to send a fresh invitation.
• Revoke or cancel an invitation — If an invitation is no longer needed, use the Revoke action to cancel it and release the reserved seat.
• Monitor assigned and available seats — The seat summary bar at the top shows total capacity, active clients, pending invitations, and available spots.
• Review client-authorized progress — Click any client row to open their read-only profile (see Section 11 for details).
• Use filters, summaries, and exports — Filter by status, sharing, or coach; export the filtered roster to CSV.

Managing Client Batches

The Batches tab (Clients → Batches) lets you upload and manage groups of clients in bulk. This is ideal for onboarding cohorts, program intakes, or any situation where you need to invite multiple clients at once.

1. 1
   Open Clients → Batches

   Navigate to the Batches tab from the Clients section.

2. 2
   Create or import a batch

   Click Upload CSV to select a file, or start a new batch manually. The CSV template includes columns for first name, last name, email, cohort, program, and optional advisor name.

3. 3
   Validate uploaded client information

   The system validates each row for required fields, email format, and duplicates. You'll see a summary of valid, invalid, and duplicate records before proceeding.

4. 4
   Review the batch before sending

   Check the validation results. Invalid rows are flagged so you can correct them. Only valid records are imported.

5. 5
   Send batch invitations

   Click Send Invitations to send invitations to all valid, imported clients. Each client receives an individual invitation email with a unique secure link.

6. 6
   Open batch details

   Click any batch to see detailed statistics: total uploaded, valid, invalid, duplicate, imported, and invitation status breakdown.

Reviewing Batch Outcomes

After sending batch invitations, the batch detail view shows the status of each invitation:

Batch Actions: Retry, Resend, and Cancel

From the batch detail view, you can take the following actions on eligible clients:

Sponsorship Pays for Access, Not Ownership

When you sponsor a client, you are purchasing a seat that grants the client access to the platform's tools. The client's assessment results, business plans, financial models, marketing materials, and all other work product remain the client's intellectual property.

The Partner Cannot Impersonate the Client

There is no "log in as client" feature. The Partner Portal provides a separate, read-only view of authorized client progress — it does not give you access to the client's workspace, credentials, or editing tools.

The Partner Cannot Edit Client Work

Partners cannot edit, generate, or modify any client data. Even with Data Sharing enabled, the partner view is strictly read-only. If a client needs help with their work, they must make the changes themselves in their own workspace.

What Happens When Sponsorship Ends

When you release a client seat, the client enters a grace period with limited access, then their sponsored entitlement ends. At that point, the client can:

• Continue independently by purchasing their own direct subscription (their work is preserved)
• Revert to the free Explorer tier (limited access, but their account and past work remain)
• Leave the platform entirely — their account data is retained per the privacy policy

How a Former Sponsored Client May Continue Independently

If a client wants to continue after your sponsorship ends, SideHustleDBL may offer them a direct subscription at their current tier. Their assessment, matches, and business plans carry over seamlessly. You are not charged for their direct subscription, and they remain in control.

Data Sharing is the mechanism that allows Partners to view client progress. When a client accepts a sponsored invitation, sharing begins automatically — the client does not need to locate a sharing control, select categories, or affirmatively turn sharing on. The client may revoke access at any time.

What Information Is Shared by Default

When sharing is active, the Partner can view these areas in read-only mode:

What Is Not Shared

• Passwords or security information
• Payment or billing information
• Private support communications
• Account administration information
• Data outside the shared categories listed above

When Sharing Begins

1. 1
   The Partner sends a sponsorship invitation to the client's email
2. 2
   The client accepts the invitation and creates or signs into their SideHustleDBL account
3. 3
   The client completes their SideHustleDBL assessment
4. 4
   Sharing activates automatically — no separate action is required from the client
5. 5
   The Partner can immediately view the shared areas from the Clients page

Data Sharing Status in the Clients Table

The Data Sharing column on the Clients page shows each client's current sharing status.

How a Client Revokes Sharing

The client can revoke sharing at any time from their Partner Permissions page. The revocation confirmation explains which organization will lose access, which areas are affected, that revocation takes effect immediately, and that previously viewed or downloaded information cannot be recalled. After confirmation, the Partner's access to all shared categories is removed immediately — no previews, summaries, or last-known values are shown. The client's sponsored platform access is not terminated by revoking sharing.

How a Client Restores Sharing

If a client previously revoked sharing, they can restore it at any time from their Partner Permissions page. Only the client can restore sharing — the Partner cannot request or force restoration.

What the Partner Can See

With sharing active, the Partner opens the client's read-only profile from the Clients page. Each shared area appears as a tab with summary data. The Partner can refresh the data at any time. All views are server-gated — sharing status and seat status are re-verified on every data request.

What the Partner Cannot See

• The client's login credentials or account settings
• The client's payment or billing information
• The client's private support communications
• Any data outside the shared categories
• Real-time screen viewing or activity logging

Relationship Termination

Partner access to shared data is automatically terminated when the client revokes sharing, the sponsored-client relationship ends, the client is removed from the partner organization, sponsored access is canceled or revoked, or the partner organization loses authorization. Historical data is not left accessible through cached pages, exports, reports, or direct URLs.

How Data Sharing Supports Coaching

Data Sharing turns the platform into a coaching tool. You can see if a client has completed their assessment, whether they've selected a side hustle, how far their business plan has progressed, and whether they've been inactive. This lets you prepare for sessions, identify stuck clients, and tailor your guidance — all without the client having to manually report status.

Privacy and Trust Considerations

Once a client has accepted their sponsorship invitation and data sharing is active, you can review their progress from the Partner Portal. This section explains how to interpret what you see and use it in your coaching practice.

Viewing Client Status

1. 1
   Go to the Clients page in the Partner Portal
2. 2
   Find the client and click to open their read-only profile
3. 3
   The profile opens with the Overview tab by default
4. 4
   Switch between tabs (Overview, Assessment, Matches, Business Plan) to see each authorized category

Understanding Progress Indicators

Identifying Where a Client May Be Stuck

• High days inactive — the client may have disengaged; reach out personally
• Assessment not completed — they may be stuck on onboarding; offer to walk through it
• Matches explored but none pinned — they may be overwhelmed by options; help them narrow
• Business plan started but stalled — they may hit a difficult section; offer guidance
• No active side hustle selected — they haven't committed; discuss their hesitations

Reviewing Completed Sections

The Business Plan tab shows which plan sections are complete and which are outstanding. Use this to structure your coaching sessions — celebrate completed sections and focus your guidance on the next outstanding area.

Using Progress in Coaching Check-ins

Respecting Client Privacy and Consent Boundaries

Only reference data the client has authorized. If a client has not granted consent for a category, do not ask them to justify why — simply work with what they share verbally. If consent is revoked mid-engagement, stop referencing that data immediately.

Reports and Analytics

The Reports section (available from the main navigation) provides comprehensive analytics for owners and coaches (advisors).

Key Performance Indicators

• Total Capacity, Active Clients, Available Spots, Pending Invitations
• Sharing On / Sharing Off, Assessment Completed, Business Plan Started, Business Plan Completed
• Need Follow-Up — clients who may need attention

Charts and Visual Analytics

• Activation Funnel — invitations sent, accepted, and active
• Client Stage — where clients are in their journey
• Business Plan Progress — started, in progress, and completed
• Data Sharing — sharing on vs. off
• Inactivity — clients grouped by days inactive
• Advisor Load — clients per advisor

Batch-Status Information

From the Batches tab, each batch shows its current status (Draft, Validating, Ready, Processing, Partially Completed, Completed, Completed with Errors, or Canceled) along with invitation statistics (sent, delivered, failed, pending, accepted, expired). Click any batch to see per-client details.

Exports

• CSV export — Download the currently filtered client table (owners and coaches).
• Roster export — Full client roster (owners only).
• Capacity export — Aggregate seat report (owners only).
• Progress report export — Per-client progress summary for clients who have enabled sharing.
• Metrics export — Organization-level metrics snapshot (owners only).

If your organization has multiple staff members, you can invite them to join your Partner Portal with role-based access. This lets advisors manage their own assigned clients — all under one organization.

Inviting Team Members

1. 1
   Go to the Team page in the Partner Portal
2. 2
   Click Invite Team Member
3. 3
   Enter the person's name and email — they will join as an Advisor
4. 4
   The invitee receives an email with a secure link to accept
5. 5
   Once accepted, the member appears on your Team page with Active status

Assigning Roles

Invited team members join as Advisors. See Section 13 for the full permissions table.

Removing Team Members

If a staff member leaves your organization, deactivate them from the Team page. This immediately revokes their Partner Portal access. If they were an assigned coach, their clients are flagged for reassignment.

Managing Departed Staff

Maintaining Account Security

• Each staff member has their own account — never share login credentials
• Assign the minimum role needed for each person's responsibilities
• Deactivate staff promptly when they leave your organization
• Review your team roster periodically for inactive or outdated members
• Only the organization owner can transfer ownership or delete the organization

Avoiding Shared Logins

The following table shows what each Partner role can do. Use this to decide which role to assign each staff member. When in doubt, assign the minimum role needed.

* Coaches can invite clients only if the organization has enabled coach-initiated invitations. By default, only owners can invite clients.

This section explains how Partner billing works, how to manage your plan, and what to expect around payments, invoices, and cancellations.

Partner Pricing Model

Partner pricing is based on seat tiers — the more seats you purchase, the lower the per-seat cost. Plans are organized in tiers (e.g., 1–9 seats, 10–24, 25–49, 50–99, 100+). You pay for the tier, not individual seats, and can use any number of seats up to your tier's maximum.

Active Sponsored-Client Seats

You are billed for your plan tier, not per active client. Whether you have 3 or 15 active clients within a 25-seat tier, the monthly cost is the same. This lets you scale usage without per-client billing surprises.

Monthly Billing

Monthly billing charges your payment method each month on the same date. You can cancel or change plans at any time, with changes taking effect at the next billing cycle (or immediately for upgrades).

Annual Billing

Annual billing charges one upfront payment for 12 months and offers a discount compared to monthly. Annual plans provide cost savings for stable practices and reduce administrative overhead.

Adding Capacity

1. 1
   Go to Billing → Upgrade Plan
2. 2
   Select the tier that fits your growth
3. 3
   Review the prorated charge for the remaining billing period
4. 4
   Confirm — the new capacity is available immediately

Proration

When you upgrade mid-cycle, you are charged a prorated amount for the difference between your current and new plan for the remaining days in the billing period. Downgrades take effect at the next cycle to avoid disrupting active client seats.

Payment Methods

Payment methods are managed securely through Stripe. You can add or update cards from the Billing page using the Stripe customer portal. SideHustleDBL does not store your card details directly.

Invoices and Receipts

Invoices are generated automatically each billing period and are available on the Billing page. You can download or print them for your records. Past invoices remain accessible for the life of your account.

Failed Payments

Cancellations

You can cancel your subscription from the Billing page. Cancellation can be scheduled for the end of the current billing period (allowing clients to finish their cycle) or, in cases of nonpayment, may take effect immediately. Cancellations can be reversed if done before the effective date.

Renewal Terms

Subscriptions renew automatically at the end of each billing period (monthly or annually) until canceled. You will receive a renewal notification before each annual renewal.

Who Can Manage Billing

Only the organization Owner can access billing management. Coaches cannot view or modify billing information.

Institutional Pricing or Custom Order Forms

For large organizations (100+ seats) or custom arrangements, contact SideHustleDBL support to discuss institutional pricing. Custom plans may involve a separate order form, custom Stripe pricing, and dedicated support tier.

Where to Find the Partner Program Agreement

The current Partner Program Agreement is available in the Partner Portal. During onboarding, you review and accept it as a required step. After acceptance, you can revisit the agreement text at any time from the Partner Guide or Settings page.

Who Is Authorized to Accept It

Only the organization Owner can accept the Partner Agreement. This ensures that the person with full organizational authority has reviewed and agreed to the terms on behalf of the organization.

Why Acceptance Is Required Before Activation

The agreement defines the rights and responsibilities of both SideHustleDBL and the Partner. It covers client ownership, data privacy, billing terms, acceptable use, and professional conduct. Activation cannot proceed until the agreement is accepted — this protects both parties and ensures clear expectations.

How Agreement Versions Are Recorded

Each agreement version has a unique version code (e.g., v1.0, v2.0). When you accept, the system records:

• The version code and ID
• The timestamp of acceptance
• The user ID of the person who accepted

This creates an audit trail that can be referenced if questions arise about what terms were in effect.

New Agreement Versions

Key Responsibilities Partners Should Understand

• You are responsible for coaching, advisory, and client-facing services — SideHustleDBL does not provide coaching to your clients
• You must respect client consent and privacy boundaries at all times
• You must not share login credentials or allow unauthorized access
• You must not export or misuse client data
• You must not promise guaranteed income or business results
• You must not present SideHustleDBL outputs as legal, tax, accounting, or investment advice
• You are responsible for timely payment of your subscription
• You must maintain accurate organization and contact information

This section provides practical guidance on incorporating SideHustleDBL into your coaching, advisory, or educational programs. The platform is flexible — it can serve as a pre-session assignment, a between-session accountability tool, a cohort resource, or a standalone program pathway.

Career Coaching Programs

Use the assessment and match engine to help clients identify side businesses that fit their skills, experience, and time constraints. The platform's Discover phase gives career-transition clients a structured way to explore options while you focus on decision-making support and accountability.

Entrepreneur Coaching Programs

The Build and Launch phases provide a structured business plan builder, financial modeling, legal compliance guidance, and launch tracking. Use these as the "homework" between coaching sessions, then review authorized progress to ground your sessions in what the client has actually done.

Outplacement Services

For clients in career transition, SideHustleDBL offers a productive parallel track — building an income stream while seeking full-time employment. The platform keeps them engaged, productive, and optimistic during what can be a stressful period.

University Career Programs

Assign SideHustleDBL as a semester-long project or capstone resource. Students complete the assessment, explore matches, build a plan, and present their launch-readiness at the end of the term. Data Sharing lets faculty monitor engagement without manual check-ins.

Workforce-Development Programs

For workforce-development participants, SideHustleDBL provides a structured pathway from self-assessment to income generation. Program managers can use the dashboard to track cohort engagement and identify participants who need additional support.

Employee-Development Programs

Offer SideHustleDBL as an employee benefit or professional-development resource. Employees build income-diversification skills that enhance their financial wellness and entrepreneurial thinking — valuable even if they never launch the side business.

Financial-Wellness or Income-Diversification Programs

Financial advisors and wellness programs can use SideHustleDBL to help clients create supplementary income streams. The financial modeling tools help clients understand startup costs, break-even timelines, and revenue projections before committing.

Suggested Usage Models

This is a practical operating workflow you can follow for each client or cohort. Adapt it to your practice style and program structure.

1. 1
   Step 1: Identify the client or cohort

   Determine who will receive sponsored access and what program goals they have.

2. 2
   Step 2: Sponsor access

   Confirm you have an available seat. If not, upgrade your plan or release an inactive seat.

3. 3
   Step 3: Invite the client

   Send an invitation from the Clients page (Clients → All Clients) with their name, email, assigned coach, and optional personal message. For multiple clients, use Clients → Batches to upload a CSV and send invitations in bulk.

4. 4
   Step 4: Client completes onboarding and assessment

   The client accepts the invitation, creates their account, and completes the initial assessment. Monitor for stuck clients.

5. 5
   Step 5: Client reviews matches

   The platform generates personalized side hustle matches. The client explores and pins options that interest them.

6. 6
   Step 6: Partner discusses fit and decision criteria

   In your coaching session, discuss the matches (if consent granted). Help the client evaluate options against their goals and constraints.

7. 7
   Step 7: Client works through Discover, Build, and Launch

   The client selects a side hustle and progresses through the platform's phases at their own pace.

8. 8
   Step 8: Partner reviews authorized progress

   Check the client's read-only profile for activity, completion status, and stuck points. Prepare for sessions accordingly.

9. 9
   Step 9: Partner provides coaching or program support

   Deliver your coaching sessions, group check-ins, or program milestones informed by the client's platform activity.

10. 10
    Step 10: Partner manages seat continuation, reassignment, or completion

    When the engagement ends, release the seat (with appropriate timing and grace period) or continue sponsorship. Reassign the seat to the next client.

How you introduce SideHustleDBL to your clients shapes their engagement. Use these templates as starting points and adapt them to your voice and program context.

Initial Client Introduction

Invitation Follow-Up

Progress Check-In

Reminder to Complete the Assessment

Mentioning Automatic Visibility

Sponsorship-Ending Notice

This section covers common issues and how to resolve them. For anything not covered here, use the Support page in the Partner Portal to submit a support request.

Invitation Not Received

• Check spam and junk folders
• Verify the email address is correct on the Clients page
• Use the Resend action to generate a fresh invitation
• If still not received, submit a support request

Client Cannot Log In

• Have the client use the password reset link on the login page
• Verify they are using the same email address as the invitation
• Check for CAPTCHA verification prompts — complete them to proceed
• If the issue persists, submit a support request with the client's email

Client Did Not Complete Onboarding

Clients may stall during onboarding if they find the assessment long or are unsure what to expect. Reach out personally, explain that the assessment takes about 15 minutes, and emphasize that it powers their personalized recommendations. You can see their last activity date (with consent) to gauge engagement.

hCaptcha or Verification Issues

The platform uses hCaptcha to prevent automated abuse. If a client cannot pass verification, ensure they are using a modern browser, have JavaScript enabled, and are not behind a restrictive corporate firewall. If problems persist, contact support.

Seat Limit Reached

If you try to invite a client and get a capacity error, either release an inactive client seat or upgrade your plan from the Billing page. See Section 7 for seat management details.

Batch Invitation Issues

• Some invitations failed to send — open the batch detail and use Retry to resend failed invitations
• Client did not receive a batch invitation — check spam, then use Resend from the batch detail
• Need to cancel a batch — open the batch detail and use Cancel to revoke all pending invitations and release reserved seats
• Batch shows 'Completed with Errors' — some invitations succeeded and some failed; use Retry on the failed invitations
• CSV upload rejected — ensure your file follows the template format (first name, last name, email, cohort, program, advisor)

Client Progress Not Visible

• Confirm the client has accepted the invitation — visibility begins only after acceptance
• Confirm the client's sponsorship is active (not suspended, released, or in a past-due state)
• Check whether the client has revoked access from their Partner Permissions page — if so, only the client can restore it
• If the client revoked access, respect the decision — do not pressure the client

Team Member Cannot Access Organization

• Verify the invitation was sent to the correct email
• Check if the invitation expired — resend if needed
• Confirm the member's status is Active on the Team page
• If they had an existing SideHustleDBL account, ensure they log in with those credentials

Billing Issue

For payment failures, update your payment method from the Billing page via the Stripe portal. For invoice discrepancies or billing questions, submit a support request with the invoice number.

Partner Agreement Not Accepted

Only the organization Owner can accept the Partner Agreement. If the agreement step is blocking activation, ensure the Owner has logged in and completed the acceptance step. If the agreement has been updated, the Owner must accept the new version.

Client Wants to Continue After Sponsorship Ends

Clients can continue independently by purchasing a direct subscription. Their assessment, matches, and business plans carry over. Direct them to the Pricing page within their workspace, or contact support for assistance with the transition.

Do Not Share Login Credentials

Every person who accesses the Partner Portal must have their own account. Never share your username or password with anyone, including colleagues or clients. Shared logins make actions unattributable and create security vulnerabilities.

Use Only Authorized Client Information

Only access client data that has been explicitly shared through the Data Sharing consent mechanism. Do not attempt to circumvent consent, ask clients to share screenshots of unauthorized data, or use any back-channel methods to view client work.

Respect Client Consent

If a client declines or revokes Data Sharing, respect that decision. Do not pressure them, penalize them, or make consent a condition of your coaching relationship. Consent is the client's right, not a privilege you grant.

Do Not Export or Misuse Client Data

Data Sharing data is for your internal coaching use only. Do not export it to external systems, share it with third parties, use it for marketing, or include it in publicly shared case studies without the client's explicit written permission.

Do Not Promise Guaranteed Income or Business Results

Do Not Present Outputs as Professional Advice

SideHustleDBL outputs — including business plans, financial projections, legal compliance checklists, and market validations — are educational tools, not professional advice. They are not a substitute for:

• Legal counsel from a licensed attorney
• Tax advice from a qualified CPA or tax professional
• Accounting services from a certified accountant
• Investment advice from a licensed financial advisor
• Insurance guidance from a licensed agent
• Employment law counsel from a qualified attorney

Always advise clients to consult licensed professionals for these matters. Use SideHustleDBL outputs as discussion starters, not as definitive guidance.

Use Professional Judgment When Advising Clients

The platform provides data and structure. You provide judgment, experience, and professional guidance. Do not simply relay platform outputs to clients — interpret them, contextualize them, and help clients apply them to their specific situation with your expertise.

Quick-Start Checklist for New Partners

• Accept the Partner invitation email
• Create your account and log in
• Accept the Partner Agreement
• Complete your organization profile
• Select your plan and complete billing
• Complete the training module
• Access the Partner Portal dashboard

Partner Onboarding Checklist

• Organization name, logo, and description entered
• Contact email, phone, and address entered
• Plan tier and billing cycle selected
• Payment method added via Stripe
• Training completed
• Organization activated

Client Invitation Checklist

• Available seat confirmed
• Client name and email verified
• Coach assigned (if applicable)
• Expected end date set (if applicable)
• Personal message added (optional)
• Invitation sent and client notified
• Client acceptance monitored

Client Visibility Checklist

• Client has accepted the invitation and the sponsorship is active
• Read-only client profile accessible from the Clients page
• Progress data reviewed before coaching session
• If the client revoked access, respect the decision — only the client can restore it

Seat-Management Checklist

• Seat capacity reviewed on dashboard
• Inactive clients identified for potential release
• Released seats confirmed available
• Reassignment limit checked before reuse
• Upgrade plan if capacity consistently exceeded

Support Contact Information

Document Version History