Inviting an Agent
Other agents live in the same vendor coordination chaos you do. Lead with the workflow win and the sphere-retention angle. Affiliate income is a thank-you mechanism, not the reason to invite.
When to use this invite
Use this when there's an agent in your network who's juggling listings, buyer transactions, and a sphere that constantly texts them for vendor recommendations. The pitch lands hardest with agents who feel the pain of trying to stay top-of-mind with past clients — Tally is free retention marketing built into how they already work.
Don't use this for cold outreach, mass invites, or list buying. The Affiliate Program Agreement requires that you actually know the people you're inviting.
The line that lands
"You know how past clients always text you asking for a [painter / cleaner / handyman / whatever]? With Tally you place the order, the vendor bills them direct, and you stay the person who solved it. No PDF, no forwarded phone number, no ‘let me ask around.’ You become the go-to-for-anything person."
This is the line that gets agents to sit up. Use it verbally, use it in writing, use it in your subject line if you want.
Subject line options
- "How I stay top-of-mind with every past client"
- "Quick one — the tool that's changed how I serve sphere clients"
- "[Your Name] — software that's actually changed how I serve clients"
Email template
Tokens like [Agent First Name] and [Your Name] are placeholders. Replace them after you paste.
Hey [Agent First Name], I've been using Tally for the last few months and it's genuinely changed how I serve clients across the board — listings, buyers, and past clients alike. Short version: one dashboard for every real estate service. Photography and staging for listings, inspections and contractor work for buyers, painting and cleaning for past clients, anything in between. Agents place orders, vendors fulfill, Stripe handles the money. Why I'm sharing this with you specifically: 1. The bigger unlock: when a past client texts "do you know a good [painter / cleaner / handyman]?", you place the order in Tally and the vendor bills your client direct. You stay the person who solved it. No PDF lists, no forwarded phone numbers, no "let me ask around." You become the answer to every real-estate question your sphere ever asks — and you stay top-of-mind for free. 2. For listings specifically, it collapses the texting + chasing + spreadsheet work into one screen. Templates, scheduling, deliverables, real-time status. Your assistant can drive it; you just approve. 3. Pricing and timelines are transparent across all of it. Vendors are vetted, Stripe handles the money, and you're never the middleman on a payment that goes wrong. If you end up sharing it with vendors and agents you already recommend, there's an affiliate program that pays 10% of Tally's commission on people you refer. Worth mentioning. But the real reason I'm sharing this is what it does for client retention. Marketing site: tallyre.info Demo with the builder (Chris): [Chris Calendar Link] Happy to walk you through it myself too. — [Your Name]
What to personalize
- [Agent First Name] — always.
- The past-client example — swap "painter / cleaner / handyman" for the service this specific agent gets asked about most. If they do a lot of investor clients, maybe it's "property manager" or "contractor."
- The listing-coordination angle — if they're a high-volume listing agent, lean harder on bullet 2. If they're more of a buyer's agent or past-client cultivator, lean harder on bullet 1.
- The walkthrough offer — optional, but powerful for closer relationships. If you offer it, mean it.
Conversational talking points
Coffee, phone, hallway conversation. Don't script it. Keep these in your pocket:
- "When a past client texts you for a vendor recommendation, you place the order in Tally — vendor bills them direct, you stay top-of-mind without effort." This is the line that gets agents to sit up. Lead with it.
- "It's one dashboard for everything you coordinate — listings, buyer transactions, sphere requests." Reframes Tally from "listing tool" to "every-phase tool."
- "Your assistant can run it. You just approve." Big unlock for anyone with a TC or admin.
- "Pricing and timelines are transparent. Vendors are vetted, ratings are real." No more "let me check with my photographer."
- "Stripe handles the money. You're never the middleman." Removes liability and admin work.
- "If you end up sharing it with vendors and agents you already recommend, there's an affiliate program. 10% of Tally's commission, ongoing." Mention as a thank-you mechanism, not the reason to use Tally. Lead with the workflow win, not the money — otherwise you sound like you're recruiting them into something.
- "Chris does demos — I'll intro you." Close on the handoff.
Common objections
"Is this an MLM?"
No. Single tier. You earn on people you directly invite — there's no downline. If your referral invites someone, that someone belongs to them, not to you. The affiliate program is a thank-you mechanism for sharing a tool you use, not a recruitment ladder. (And if you're leading the pitch with the workflow win, this question shouldn't come up much.)
"Do I have to disclose this to clients?"
Once you're enrolled in the program — earning or not — you should disclose. Enrollment creates the financial interest. Best practice is a blanket affiliate disclosure in your standard client packet. The Playbook has a downloadable single-page form you can upload to your e-sign platform, plus paste-in language for existing forms. Run either past your broker or legal counsel before using with clients.
"What about RESPA / inspections?"
Inspector orders are explicitly excluded from affiliate commission — they happen during an active transaction so they create RESPA exposure. Pre-listing work (photography, staging, cleaning, contractor) is fine.
"What if my brokerage has rules about outside income?"
Check first. Some brokerages require disclosure through their own forms regardless of how Tally handles it. Better to ask upfront than apologize later.
Bring an agent you trust on board
The agents who get the most out of Tally are the ones whose past clients already text them for vendor recommendations. You probably know exactly who that is.