Partner program
Agency and Operator Kit
For partners who already touch a client’s operations: Amazon and Shopify agencies, 3PLs and prep centers, inventory and supply-chain consultants, fractional operators, and sourcing partners. The angles below assume you have an existing client relationship and a standing reason to talk about restocking.
The core play
Do not pitch software. Offer to run the free Shopify Inventory Health Report on the client’s account and review the output together. It is a five-minute connect, it needs no credit card, and it produces a graded snapshot of their stockout risk, overstock, and reorder timing that you can walk through on your next call.
This works better for operators than a straight recommendation for one reason: it makes your service visibly sharper. You are not selling them a tool, you are bringing better information to a decision you already advise on.
Show it before you ask them to connect anything
There is a public demo store, open to anyone with no signup. Use it when a client wants to see what they are agreeing to before they connect their own account, or when you want to get familiar with the product before you recommend it.
Open the demo store
It drops you into a seeded demo organization with a full catalog and sales history. Share your screen on a call and walk the replenishment view and reorder suggestions. It answers “what am I actually signing up for” faster than any explanation.
The figures in the demo are sample data. Present it as the product working, never as a specific seller’s results or a projection of your client’s.
Your angle by segment
Find yourself below. The opener is written to be said out loud on a call, not sent as a pitch.
Amazon account-management and full-service agencies
You are judged on sales velocity and Buy Box health, and both collapse when a hero ASIN goes out of stock. Restock timing is usually the one lever you influence but do not control, because the brand owns the purchase order and the FBA shipment.
“Your ads and listings are doing their job. The thing that undoes a good month is running out of the SKU that was working. Want me to run a free inventory health check so we can see which ASINs are at risk before the next shipment?”
When to raise it: Raise it after a strong ad month, when velocity is climbing and the restock gap is about to become obvious.
Shopify and DTC operations agencies
Your clients ask you to grow revenue, then blame the site when a bestseller shows as sold out. Inventory is upstream of everything you are being measured on, and most DTC brands are still planning it in a spreadsheet one person maintains.
“We can drive all the traffic in the world and it does not matter if the top three products are out of stock in six weeks. There is a free Shopify report that shows exactly which SKUs are trending toward that. Worth ten minutes?”
When to raise it: Raise it during planning for a promo, launch, or peak season, when a stockout would be most expensive.
3PLs, prep centers, and fulfillment partners
Erratic inbound is your operational problem. Clients who order reactively send you rushed, uneven volume, and you absorb the labor spikes. Clients who plan ahead are cheaper and calmer to serve, and they stay longer.
“Most of the chaos on our side comes from restocks that get decided late. There is a free Shopify report that flags which products are trending toward a stockout before it becomes a rush order. It makes both our jobs easier.”
When to raise it: Raise it during onboarding or right after a rush shipment, when the cost of reactive ordering is fresh.
Inventory, supply-chain, and fractional operations consultants
You get hired to fix exactly this. The hard part is not the math, it is keeping the model current after you leave. A tool that maintains reorder points off live sales data is how your engagement keeps paying off in month six.
“The reorder logic we built together only works if someone keeps feeding it. Rather than hand you a spreadsheet to maintain, let me show you a free Shopify report that keeps this live off your actual sales data.”
When to raise it: Raise it at handoff, when the question of who maintains the model is already on the table.
Sourcing agents and freight forwarders
Your clients place orders late, then pay for air freight to fix it. Better demand visibility upstream means bigger, better-planned orders booked on sea freight, which is a better order for you and a cheaper landed cost for them.
“Every time we end up expediting, it traces back to the order being placed too late. There is a free Shopify report that flags which products are heading for a stockout, which is exactly the list we should be booking against instead of reacting. It would save us both the fire drills.”
When to raise it: Raise it right after an expedited shipment, when the cost of late ordering is a real number they just paid.
Where it fits in your existing rhythm
You do not need a new meeting. Three moments you already have work better than a cold mention.
The quarterly or monthly review
You are already presenting performance. Add one slide: here is what our inventory position looks like going forward. Run the report beforehand, screenshot the urgency table, and put the at-risk SKUs on screen. The conversation writes itself, because the client is looking at their own data.
The onboarding audit
Most operators audit ads, listings, or the site during onboarding and skip inventory because it is tedious to assess by hand. Making an inventory baseline part of your standard audit differentiates your onboarding and surfaces urgent problems in week one, which is the best possible time to look useful.
The stockout post-mortem
The single easiest moment to raise this is the week after something ran out. The cost is concrete and recent, nobody has to be convinced the problem is real, and you are offering a fix rather than a product. Wait for the restock to land so the conversation is forward-looking, not blame-shaped.
Objection handling for service providers
These are the objections you get because you are the operator, not a stranger. The general-purpose set is on the main resources page.
“Does this replace what I do for them?”
No, and that is the point of leading with it. The report tells them what is at risk; you are the one who decides what to do about it. Sellers who can see stockout risk clearly tend to ask their operator more questions, not fewer. If anything it moves your conversations from pulling numbers to making decisions.
“My client will not pay for another tool.”
You are not asking them to. The Inventory Health Report is free and does not need a credit card. Run it, review it with them, and let the findings make the case. If there is nothing urgent in it, you have lost ten minutes and gained a clean baseline.
“We already build them a reorder sheet.”
Then you already own this problem and know how much upkeep it is. The question is what happens to that sheet between your check-ins. Use the report as a second opinion against your own numbers. If it agrees, that is a useful thing to show a client. If it disagrees, you want to know why before the next buy.
“I do not want to look like I am selling something.”
Lead with the free Shopify report and disclose the partner relationship plainly. Something like: I may earn a commission if you sign up, and I am recommending it because I use it on accounts like yours. Advisors who disclose early tend to get more trust, not less. Disclosure is also required by the program terms.
“They are mid-contract with another forecasting tool.”
Fine. The report runs against a Shopify client's live data without changing anything they currently use, so it is a no-switch second opinion for that path. If their existing tool is doing the job, the report confirms it. Send them the relevant comparison page and let them judge.
Client email templates
Written for someone who already has the relationship. Replace the bracketed parts, cut anything that does not sound like you, and keep the disclosure line.
Email 1 - Existing client, before a buying cycle
Subject: Quick inventory check before your next order
Hi [Name], Before you place the next [supplier/FBA] order, I want to run something by you. There is a free Shopify Inventory Health Report I have started using on accounts like yours. It connects to Shopify and grades the account on: - Which products are trending toward a stockout - Dead stock that is sitting on cash - Where reorder priorities are, and which products are missing the data to plan against It takes about five minutes to connect, no credit card for the free report. I would rather look at this together before the order than after. Here is the link: [Your partner link] Disclosure: I may earn a commission if you end up subscribing. I am suggesting it because it makes the inventory side of what I do for you sharper. [Your name]
Email 2 - New client, as part of your onboarding audit
Subject: Adding an inventory baseline to your audit
Hi [Name], As part of getting up to speed on [Brand], I want to establish an inventory baseline alongside the [ads/site/ops] review. I use a free Shopify Inventory Health Report for this. It pulls your live Shopify data and grades the account on stockout risk, capital tied up in overstock, and data completeness. It gives us a shared starting point instead of me guessing at your reorder logic. Connect here when you have five minutes: [Your partner link] I will walk through the output with you on our next call. Disclosure: I may earn a commission if you subscribe to a paid plan. I use it because it saves us both time. [Your name]
Email 3 - Right after a client stocks out
Subject: So this does not happen again on [SKU]
Hi [Name], Now that [SKU] is back in stock, I want to close the loop on why we did not see it coming. The honest answer is that we were tracking it manually and the lead time moved. That is fixable. There is a free Shopify report that grades stockout risk off real sales data, so we are looking at a current list instead of finding out the day the listing goes quiet. Worth setting up before we hit [next peak/promo]: [Your partner link] Disclosure: I may earn a commission if you subscribe. [Your name]
Email 4 - Follow-up after a quarterly or monthly review
Subject: The inventory piece from our review
Hi [Name], Following up on the inventory question from our review. Rather than me rebuilding the reorder sheet every quarter, here is the report I mentioned: [Your partner link] It keeps the same math live between our check-ins, which means the number you are looking at in week seven is still right. Free report to run, no credit card. Happy to go through the output together next time. Disclosure: I may earn a commission if you subscribe. [Your name]
When they already use something else
Do not argue the competitor down. The report runs against live data without replacing anything, so it costs the client nothing to get a second opinion. If they want the detail, send the relevant comparison page and let them decide.
Also in the toolkit
- Partner resources (general templates, talking points, objection handling)
- Creator kit (video and podcast scripts, hooks, on-screen rules)
- Sell sheet (one-page product overview to share with a client)
- Brand kit (logos, colors, approved screenshots)
Questions? [email protected]