What is a Preferred Partner Program?
A Preferred Partner Program (PPP) is a curated network of businesses you or your team recommend when your clients need a service.
Instead of casually suggesting vendors, you build intentional relationships with professionals you trust so your team knows exactly who to introduce when a homeowner needs help.
Partners often include services like:
Partners often include services like:
Moving
Plumbing
HVAC
Electrical
Landscaping
Cleaning services
Roofing
Handyman
General Contractor
Painting
Etc.
Why teams build Preferred Partner Programs
Why teams build Preferred Partner Programs
Many agents already recommend vendors informally.
A PPP simply organizes those relationships into a consistent system so the whole team knows who to recommend and how leads are handled.
Preferred partners often offer perks like priority scheduling, discounts, or free inspections; helping keep deals on track and improving the client experience.
With comarketing.com, these partnerships become structured and trackable.
When a client needs a service, the lead is sent through the platform so both sides can track and measure the partnership.
Step 1: Identify potential partners
Start with the vendors your team already trusts.
Ask your agents who they recommend when clients need help. Many agents already have go-to vendors - you'd simply be expanding on their existing relationships.
Formalizing the partnership often means:
clearer expectations
more consistent (and trackable) lead flow
access to additional agents on the team
If your team already has reliable vendors they work with, those relationships are a natural place to start.
If you’re still building out your network, Partner Finder is a tool inside comarketing that helps simplify onboarding partners and uncover new opportunities. It can follow up with vendors your team submits or source businesses for your program directly.
Step 2: Reach out to potential partners
Once you’ve identified a few potential partners, the next step is starting the conversation.
The goal of your first message isn’t to explain the entire program. It’s simply to introduce the opportunity and schedule a quick conversation.
An intro message might look like this:
Hi! We’re building a Preferred Partner Program for [Team Name].
When homeowners need [service], we send those clients directly to a preferred provider.
Would you have a few minutes this week to talk about getting you added?
During that conversation, you’ll typically explain:
how your team generates homeowner leads
how vendors receive those leads
how pricing per lead works
How to Pitch Vendors to Join Your Preferred Partner Program
This video walks through how to introduce the partnership opportunity and explain the program when reaching out to vendors.
Step 3: Send the partner invitation
Once a vendor agrees to join your program, you can send them an invitation through comarketing.
After receiving the invitation, the vendor will:
Review (and accept) the partnership terms
Create their partner profile in comarketing.com
Set up billing
Once complete, they’ll officially become part of your Preferred Partner Program and can begin receiving leads from your team.
Step 4: Add your Network Page to your website
Each partnership you activate in comarketing automatically appears on your Network Page: a live directory of your preferred partners.
Locating your Network Page:
From your dashboard, click View Network Page.
Sample Network Page:
This page allows clients to browse your vendors and submit service requests directly to them. When a client fills out a partner’s form, the lead is sent to that business and tracked inside comarketing.
⚠️ Most teams add their Network Page to their website so clients always know where to find recommended service providers.
You can do this by:
embedding the page on your website using an iframe
adding a link to it in your navigation menu (ex: “Preferred Partners” or “Trusted Vendors”)
Step 5: Launch the program with your team
Once your partners and Network Page are set up, introduce the program to your team so everyone knows how to use it.
Show agents:
where to find the Network Page
how to send clients to the page when they need a service
how leads are submitted and tracked through comarketing
how to follow up after submitting a lead (if they have questions for the vendor)
How to Introduce Your Preferred Partner Program to Your Team
This video walks through how to introduce the program internally and help agents understand how to use it in their day-to-day conversations with clients.
Tips for a successful Preferred Partner Program
Once your program is live, the goal is simply to make it part of how your team already helps clients.
Encourage agents to send clients to your Network Page whenever they need a service, or submit the lead on the client’s behalf if they’ve already discussed it.
You can also bring partners into the client journey in natural ways:
Closings: Include movers and other key vendors as part of your closing process
Open Houses: Add a QR code + list of partner deals to open house folders
Emails: Send emails to your database when partners run seasonal promos, discounts, or helpful services
Social Media: Create content with partners to share socially
Team Culture: Highlight the program in team meetings and invite partners to networking events with agents
Just make sure you include the partner’s lead form link in any materials so requests flow through your program.
Over time, this positions your team as the go-to resource for anything home-related, while creating additional revenue opportunities even after the sale.
Additional resources
These resources can help you pitch partners, introduce the program to your team, and follow up with vendors.
Video - Pitching Vendors: Watch how to introduce the partnership opportunity when reaching out to potential partners
Video - Introducing PPP to Your Team: Learn how to present the program internally so agents know how to use it
Canva - Pitch Deck Template: Customize this Canva presentation when explaining your Preferred Partner Program to vendors
Email and text outreach templates are attached below to help you start conversations with potential partners. ⬇️ 📲