Skill Hub
Lesson 3 — The handoff
Lesson 3 of 4
Learn
The handoff is a demonstration, not a pitch — and the difference decides everything.
Sit with them, in person or on a call, and let them drive. Have them ask the agent their own questions. Say little. The first minute where the agent answers *their* real question with *their* real facts does more than any explanation of what AI is. You built it around their pain on purpose; let the recognition land.
Then make it theirs to try: send them your referral link so they open their own account, and set the agent up with them — you know the configuration by heart, you built it. Opening an account is free, and the agent is already theirs in every way that matters: it knows their business, and what users build belongs to them. No lock-in is part of why they can trust the try.
And here is why your hour was an investment. When they subscribe to keep it, your referral stays attached to their account. You earn 50% of what your referrals pay. What that becomes in your own account — when an accrual qualifies, what we verify before a first payout, and when a balance is payable — is set out on your referral screen. Read it there rather than here: that screen stays in step with your actual balance, and it is what you should quote when a client asks you how this works.
⚡ Do
Do the handoff this week: the sit-down, the demo in their hands, your referral link, their account, the agent live in it. This is the course's finish line — and the platform's whole idea in one motion.