R
Revenue Ratchet
Partner Gift Program

Partner Application

One Gift. Zero Effort.
They Never Forget You.

Complete this form and Carl's system will generate your personalized gift page — ready to share with your best clients in minutes.

1 Your Identity

How you'll appear on your personalized gift page.

Helps generate better personalized copy
Used to research your services
Optional. Link to a professional photo. Leave blank if none available.

2 Your Role Type

Helps calibrate the tone and messaging for your gift page.

3 Generate Your Page Copy

Carl's AI researches you and your firm to write personalized messaging. Review and edit anything before submitting.

✦ AI-Powered Copy Generation

Fill in your identity above, then click Generate. The system researches your background and writes headlines, bio, and offer language in your voice — tailored to what CPAs, bankers, and advisors actually say to clients.

This is the main headline on your gift page. Edit freely.
A 1-2 sentence message from you shown on the gift page. Should sound like you.
Optional section on your gift page. Leave blank to hide.
Appears in page footer. E.g. "Strategic AI Intelligence Hub access made possible by Jane Smith at First National Bank."

Creates your contact in Carl's system and triggers your onboarding sequence.

✦

You're In.

Your partner profile has been created. Carl's team will follow up within 24 hours with your personalized gift link, QR code, and enablement kit.