Good morning, —
Here's your territory at a glance.
Active Clients
Bookings This Week
New Prospects
Avg Conv. Rate
Your Clients
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CRM Top Prospects
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ATLAS Territory Status
ZIP code coverage in your market
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My Clients
All clients in your territory — powered by Pinnacle agents 24/7.
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🎯 My Leads
Prospects in your territory who requested info — reach out within 1 business day.
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Pipeline
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Won
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Response Rate
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Unread Replies
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Overdue Tasks
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Pinnacle Intake
Partner Academy
Your complete training hub
0%
Your Progress
0 of 16 complete
Partner Recruitment
Grow the network. Earn $250 + 5% residuals for every partner you bring in.
Pinnacle Intake — Partner Network
Recruit Partners. Earn Residuals.
Know someone who would thrive running their own Pinnacle territory? Share your personal recruitment link. When they activate their territory — meaning they onboard their first client — you earn real money. Automatically. Every month.
$250
Flat bonus when your
recruit goes live
5%
Of their monthly commissions
for 12 months
No cap
Recruit as many partners
as you can find
Your Recruitment Link
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Link Clicks
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Applications
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Active Recruits
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Total Earned
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Pending Payout
My Recruits
0 partners
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No recruits yet
Share your referral link to start building your downline.
Earnings History
$
Earnings will appear here when recruits activate.
How It Works
1
Share your link
Send your unique recruitment URL to anyone you think would be a great partner — friends, colleagues, local entrepreneurs.
2
They apply & get approved
They fill out the partner application on the partners page. Pinnacle reviews and approves their territory within 48 hours.
3
They land their first client
Once they onboard their first paying client, their territory is officially active — and your $250 bonus is automatically credited.
4
You earn residuals for a year
Every month for 12 months, you earn 5% of whatever they earn in commissions. The more clients they sign, the more you make.
💰 What You Could Earn — Example Scenario
Recruit lands 5 clients
Their monthly commissions: ~$1,196
Your 5% monthly: $59.80
Your 12-month residual: $717.60
Recruit lands 15 clients
Their monthly commissions: ~$3,588
Your 5% monthly: $179.40
Your 12-month residual: $2,152.80
You recruit 3 partners
3 × activation bonuses: $750
Combined residuals/mo: ~$539
12-month total: ~$7,218
* Estimates based on Starter plan ($299/mo) clients. Growth and Scale plan clients produce higher residuals.
My Territory
ATLAS geographic intelligence for your coverage area.
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Coverage Score
Territory penetration—%
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Active Clients
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Pipeline
Top Opportunity ZIPs
Territory data loads once ATLAS runs (Monday mornings). Check back then — or ask your admin to trigger a manual run.
My Profile
Full Name
Mobile Number for Text Alerts
Used for SMS alerts: commission milestones, payout confirmations, and Stripe Connect reminders. Include country code (e.g. +1 for US).
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📋 Tax Information (W-9)
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Your W-9 information is required before any commission can be released. Update it here if your legal name, tax ID, or address changes. All changes are logged and effective on your next payout.
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Tax ID Type *
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SSN *
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Street Address *
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City, State, ZIP *
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\n ⚠️ Updating your tax ID requires re-entering the full number. We store only your last 4 digits for display. Your full tax ID is encrypted and used solely for 1099 filing.\n
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💳 Payout Settings
How would you like to receive your commissions?
Changes take effect on your next payout cycle. Commissions already pending will be paid to your previous method unless changed before the 1st.
📍 Territory Update

Moving or expanding into a new market? Submit a request to update your territory. Your existing clients and any actively engaged CRM prospects stay with you regardless of the change.

New Territory Name
City & State
New ZIP Codes (comma-separated)
Enter the ZIP codes for your new service area. Lead routing will update to these ZIPs immediately upon approval.
Reason for Transfer
Admin reviews all requests. You'll receive an email confirmation once processed.
Change Password
Current Password
New Password
Confirm New Password
Marketing Hub
Pinnacle runs the ads. You close the deals. Everything you need is right here.
📣
Advertising Campaigns
Pinnacle runs paid ads in your territory — here’s what’s active.
Google Ads
Active
Targeting HVAC, plumbing & electrical keywords in your territory ZIP codes.
Facebook & Instagram
Active
Geo-targeted campaigns reaching service business owners in your area.
Industry Directories
Launching Soon
Sponsored listings on trade association and contractor directory sites.
No cost to you. Pinnacle funds all advertising. Leads generated in your territory are delivered directly to your CRM pipeline.
Sales Collateral
Branded, tested, ready to send. Click to download.
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Partner One-Pager
Overview of Pinnacle for prospects. Send before or after a first call.
PDF · 1 page
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Sales Pitch Deck
10-slide presentation covering problem, solution, pricing, and ROI.
PPTX · 10 slides
🧮
ROI Calculator
Editable spreadsheet to show prospects their exact missed revenue numbers.
XLSX · Interactive
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Email Templates Pack
8 proven templates: first outreach, follow-up, re-engage, close, and more.
DOCX · 8 templates
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Client Case Studies
Real results from active clients across plumbing, HVAC, and electrical.
PDF · 3 case studies
💬
Objection Handler Guide
Responses to the top 10 objections you’ll hear. Know exactly what to say.
PDF · Sales Training
Co-Branded Materials
Customized with your name, territory, and contact info. Your prospects see a local partner backed by a national platform.
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Business Card Template
Digital and print-ready. Pre-filled with your partner details.
PDF · Print-Ready
📧
Email Signature
Professional HTML signature with your name, title, and Pinnacle branding.
HTML · Copy & Paste
📋
Branded Flyer
One-page flyer for local networking events, BNI meetings, and trade shows.
PDF · Print-Ready
📝
Proposal Template
Customizable proposal for enterprise prospects needing formal documentation.
DOCX · Editable
Social Media Content
Pre-designed, pre-written, ready to post. Updated monthly so your content stays fresh.
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Monthly Content Calendar
30 days of posts mapped out — what to post, when, and on which platform.
PDF · March 2026
🖼️
Social Media Graphics
Branded graphics for LinkedIn, Facebook, and Instagram. Sized and ready to post.
PNG · 15 graphics
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LinkedIn Outreach Plan
30-day step-by-step strategy: connection requests, messages, and content posting.
PDF · Strategy Guide
#️⃣
Hashtag & Caption Guide
Industry-specific hashtags and caption templates by platform and audience.
PDF · Reference Guide
You’re never on your own.
Pinnacle invests in advertising, builds the sales tools, and keeps your content fresh — so you can focus 100% on relationships and closing deals. New materials are added monthly.
My Signed Agreement
Your independent contractor agreement with Pinnacle Intake — on file and available anytime.
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My Earnings
Commission ledger — your money, your history.
Pending Payout
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Paid All Time
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Current Rate
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Request Early Payout
Minimum $100 pending balance required. Approved within 1 business day.
Commission History
Client Health Scores
At-risk flags, churn signals, and retention alerts across your entire client roster.
❤️
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Commission Forecast
Project future earnings from your active pipeline and current clients.
Commission Tier Progression
Standard
05 clients → Growth (45%)15 clients → Elite (50%)
Active Clients
Currently paying clients
Avg Monthly Revenue / Client ($)
Your typical plan price
Your Commission Rate (%)
Standard partner rate
Hot Prospects (close this mo.)
Warm Prospects (60-day pipeline)
Expected Churn This Month
This Month (Current)
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Next Month (Projected)
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3-Month Projection
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Annual Run Rate
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6-Month Earnings Projection
Goal Tracker
Set monthly targets and watch your progress in real time.
Monthly Revenue Goal
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Current This Month
New Clients This Month
Clients Signed So Far
Prospect Outreach Goal
Contacts Made So Far
Bookings Driven (All Clients)
Bookings So Far
📌 Monthly Notes & Focus
Messages
Direct line to Pinnacle Intake admin — ask questions, flag issues, request support.
Conversations
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My Email
Page 1
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Select a message
Your inbox emails will appear here.
Renewal & Retention Alerts
Never miss a renewal date. Catch at-risk clients before they churn.
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