# Affiliate Launch Readiness — PropMine

_Last updated: 2026-06-12_

## Current Program Terms

- Customer promo: **30% off first purchase only**
- Affiliate commission: **20% of net collected subscription revenue after Stripe/payment fees**
- Eligible billing cycles: first **two** successfully collected billing cycles per referred customer
- Eligible plans:
  - Monthly: **$12.99**
  - 3 Months: **$37.50**
  - 6 Months: **$75.00**
  - Yearly: **$150.00**
- Payout threshold: **$25 accrued payable commission**
- Codes are promo-code based, not referral-link based
- No commission on failed/refunded/disputed/chargeback payments
- Affiliates receive free access and may not use their own code for their own subscription

## Estimated Commission Table

Assumption: Stripe domestic card fee 2.9% + $0.30. Actual payout should use Stripe records.

| Plan | Cycle 1 Charge After 30% Off | Cycle 1 Est. Commission | Cycle 2 Full-Price Charge | Cycle 2 Est. Commission | Total Est. |
|---|---:|---:|---:|---:|---:|
| Monthly | $9.09 | $1.71 | $12.99 | $2.46 | $4.17 |
| 3 Months | $26.25 | $5.04 | $37.50 | $7.22 | $12.26 |
| 6 Months | $52.50 | $10.14 | $75.00 | $14.50 | $24.64 |
| Yearly | $105.00 | $20.33 | $150.00 | $29.07 | $49.40 |

## Current Built / Validated State

### Done per Jared / confirmed in implementation

- Stripe reports expose fees/net per invoice/payment
- Test promo code exists
- All four plans tested: Monthly, 3 Months, 6 Months, Yearly
- First purchase gets 30% off
- Renewal is full price
- Cycle 1 / cycle 2 payout math confirmed
- Tally affiliate application is connected on `/affiliate`
- Affiliate dashboard is live behind Clerk sign-in / affiliate approval state
- First affiliate test run has been completed
- Approved affiliates can see promo code, account status, payout progress, referral summary area, and resource links
- Payout request endpoint exists and is approval/threshold gated

### Created in this packet

- `AFFILIATE_TERMS_V1_DRAFT.md`
- `AFFILIATE_ONBOARDING_FORM_FIELDS.md`
- `AFFILIATE_MASTER_TRACKER_TEMPLATE.csv`
- `AFFILIATE_PAYOUT_LEDGER_TEMPLATE.csv`
- `AFFILIATE_PROMO_COPY_AND_CLAIMS.md`
- `AFFILIATE_SUPPORT_PROCESS.md`

## Not Remaining / Do Not Re-List as Open

These were stale checklist items and should not be treated as unbuilt work:

- Build/connect the affiliate application form
- Prove the affiliate dashboard can unlock from Clerk metadata
- Create/test a promo code
- Validate the four paid plan prices with the 30% first-purchase discount
- Validate renewal returning to full price
- First affiliate test flow is complete

## Remaining Before First Real Affiliate Batch

1. Finalize terms wording for v1 launch use.
   - The current draft is usable operationally but still labeled draft.
   - Recommended: keep it practical/manual for batch one; legal/CPA review can happen before broad rollout.
2. Lock operating defaults unless Jared changes them:
   - Payout review cadence: **monthly by the 15th** recommended.
   - Payout methods: **manual PayPal/Venmo/manual ACH** recorded per affiliate; no automated payouts yet.
   - Tax forms: require before first payout, not before approval.
   - Coupon/deal sites: banned unless written approval.
   - Affiliate approvals: manual one-by-one for the first batch.
3. Create/maintain the live working tracker and payout ledger from the templates.
   - Templates exist; the live tracker/ledger should become the operating source of truth.
4. Harden customer attribution.
   - Stripe checkout promo-code usage must reliably write the affiliate code to Clerk/customer metadata as `affiliateCodeUsed`.
   - Dashboard referral counts should not depend on manual metadata cleanup after real purchases.
5. Harden payout accounting.
   - Build or document the Stripe-backed payout ledger process using actual invoice/payment/fee/refund/dispute data.
   - Commission should remain 20% of net collected revenue after Stripe/payment fees, first two successful billing cycles only.
6. Prepare the first real affiliate approval packet.
   - Approval message
   - Assigned code
   - Required disclosure
   - Approved promo copy
   - Marketing assets link
   - Support/contact process

## Recommended Lean Launch Path From Here

Free/low-cost path:

1. Keep Tally as the intake form already connected on `/affiliate`.
2. Keep approval manual for batch one.
3. Use Clerk metadata to unlock approved affiliate dashboards.
4. Use a live master tracker/sheet and payout ledger for operations.
5. Before scale, prioritize automated attribution + Stripe-ledger payout proof over more dashboard polish.
6. Pay manually after monthly review once tax info and the $25 threshold are satisfied.

Do not overbuild a partner admin portal before the first batch. The highest-risk remaining items are accurate attribution, Stripe-backed ledgering, tax/payout handling, and approved promo language.