BELGRAVIA

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BELGRAVIA
OPERATIONS PLATFORM

Sales Programs

Manage the approved programs, pricing, terms, touch capacity, and commercial rules available to the sales team.

Sales Programs
Find client+ New agreement

Sales program administration

Only administrators can change approved package pricing, terms, touch capacity, and ZIP capacity.

Approved sales programs

Manage the built-in programs below or add a new approved program. Saved programs automatically appear for salespeople; ZIP capacity remains internal.

Add reusable approved programs here. Custom one-off scopes still belong in the Custom Agreement Builder.

Direct AIO Storefront Configuration

Commercial quantities and prices are revisioned configuration, never application constants. Saving creates a draft revision. Activating freezes the revision used for future standard orders; existing accepted orders never change.

Additional audience, messaging, territory & location pricing

Team members

Open one person when you need to review or edit their account.

Add team memberCreate a profile and sign-in

Sales program rules

Saved package settings become locked approved choices for salespeople. Included services remain fixed for each approved program, while administrators retain separate custom-agreement flexibility in Agreements.
Agreement Registry View, update, export, or delete existing agreements. +
Export CSV
B

Welcome to Belgravia

Choose an approved program and we’ll build the correct agreement around it.

Agreement Platform
1. Choose PackageSelect the approved program and pricing.
2. Client & AgreementConfirm who the agreement is for and the territory.
3. Review & CreateVerify delivery choices, then generate and send.
2. Authorized ProgramsChoose exactly what this Partner may sell. These choices feed the Portal and Exhibit A of the Master Agreement.Not started+
One source of truthApprove programs here once. Belgravia uses the same authorization for the Partner Portal and the Master Agreement.
Choose the Current Partner above.
Advanced: additional service permissions
3. Master AgreementCreate the governing Belgravia Partner agreement before approving End-Client programs.Not started+
Structure: one Master Partner & Fulfillment Agreement per partner. Specific services, pricing, territories, and campaign terms belong in later End-Client Agreements or orders.
+ New Master Partner AgreementAdmin only
Use the Partner's actual legal entity type and state of formation.
Legal review: this creates the operational draft framework. The final production template should be approved by qualified counsel before it is designated as the standard partner agreement.
PartnerStatusEffectiveCreatedPDF
No master agreements yet.

Belgravia Partners

Onboard and manage companies that sell approved programs while Belgravia provides fulfillment behind the scenes.

Partner workspace: create a Partner once, then work through its Portal, Agreement, and End-Client deals without choosing the Partner again in every section.
CURRENT PARTNER
Choose the Partner once. Portal Setup, Master Agreement, and Deals will follow this selection automatically.
Partner Onboarding Workflow
Set up each Partner in five clear steps
Choose the Current Partner once. The status below shows what is finished and what Belgravia should do next.
1
Partner DetailsChoose or create a Partner
2
Authorized ProgramsApprove what the Partner may sell
3
Master AgreementGenerate, sign, and activate
4
Partner PortalActivate and send saved access link
5
End-Client DealsPartner submits clients for approval
Choose a Partner to beginOnce selected, Belgravia will show the first unfinished setup step.
+ Add Belgravia PartnerCreate company record
Start with the Partner website and let Belgravia fill the company fields.
Manage Existing PartnersView records and shortcuts
PartnerPortalMaster AgreementEnd Clients / DealsActions
No Belgravia Partners yet.
4. Partner PortalConfigure the Partner's white-label branding, then activate its saved Portal access after the Master Agreement is signed.Not started+
White-label workflow: Configure the Partner once, approve its branding and allowed bundle components, then issue a secure link. The Partner creates End-Client deals in its own branded portal; Belgravia still approves fulfillment before the Partner can finalize a client agreement.
+ Configure Partner PortalAdmin only
Partner record
Choose a Belgravia Partner
Website / contact
Company information is inherited from the Partner record above.
Location / industry
—
Company, website, contact, industry, and address are maintained once in the Belgravia Partner record. This section only configures the Partner's white-label Portal.
Download Logo
PNG, JPG, WEBP, or GIF · max 2 MB
Crawler result or manual selection
Crawler result or manual selection

Step 4 — Activate Partner Portal

Partner access stays locked until the Master Agreement is signed and active. Once created, the Partner link is saved and reused until Belgravia explicitly resets it.

Complete Step 3 first.
BELGRAVIA ADMIN ONLY · PORTAL BUILDER

Website Look & Imagery

Set the Partner's reusable portal and client-agreement imagery here. Each saved image has one specific location.

Used only in the large Partner Portal hero. Recommended: 1600 × 1100 px.

Used only in the “YOUR BRAND. THEIR SUCCESS.” card. Recommended: 1200 × 750 px.

Static Partner-owned image used on the marketing first page of every client agreement. It does not change by client. Recommended: 1600 × 1100 px; keep the subject centered so the PDF can crop safely.

PRODUCTION SAFEGUARD ON
Portal and agreement images are saved to this Partner.
Partner Pricing Guardrails
These are Partner-only minimums. The Partner may sell above the minimum and keeps the markup. Client agreements never show Belgravia's minimum.
Retainer Programs use the same Partner minimum and 10,000-Touch capacity, and expire after 90 days or when the Touch balance is exhausted, whichever comes first.
Belgravia Service Authorization
Check the services this Partner is authorized to sell. This controls the Partner's menu only — the Partner can combine any authorized services for each End Client and set its own retail setup fee, monthly price, term, locations, and client-facing terms.

Approve services this Partner may sell

These are fulfillment capabilities, not separately priced line items. Checking a service does not set the Partner's retail price.

Select one or more services, then approve them for this Partner.
PartnerBrandPortalAllowed servicesStatus
No Partner Portals configured yet.
4. End-Client DealsReview and approve the Partner programs sold to individual End Clients.Not started+
END-CLIENT DEAL — WHAT THIS SECTION DOES: Use this only after the Partner setup and Master Agreement have been created. This is one specific customer the Partner has sold. The information below defines what that End Client buys, what the Partner charges that End Client, and the internal Belgravia/Partner economics for fulfilling that sale.
Deal economics: Master Partner Agreements do not lock pricing. Each Partner Deal can use fully custom economics or a revenue-share structure such as 50/50 after Belgravia hard costs. Client-facing agreements show only the approved retail bundle price.
+ Create End-Client Deal ManuallyAdmin only · optional
The business buying the program from this Partner.
Primary contact at the Partner's customer.

Services included in this End Client's bundle

Select only the services included in this specific sale. These should come from the services Belgravia authorized the Partner to sell in Step 2. Fulfillment owner shows who delivers each service; no component-level pricing is exposed to the End Client.

What the Partner charges this End Client

These are the retail terms shown to the End Client. They are separate from Belgravia's Partner minimums and from the internal Belgravia/Partner revenue-share or hard-cost arrangement.

End-Client Agreement Registry: every Partner Deal appears here. Once both approvals are complete, its client-facing agreement can be generated and viewed from the final column.
Partner / End ClientProgramRetailApprovalsClient Agreement
No Partner Deals yet.

Approved package

Select the program the Client approved. Its agreement, services, capacity, pricing, and term come directly from the admin settings.

Client and agreement

The identifying details that will appear in the agreement and signature block.

Selecting an existing client files the agreement in that client’s account and fills the saved details.

Review and create

Confirm delivery, then generate the approved agreement for the client.

✓
Admin settings stay in control.
The server applies the current approved agreement type, services, touch capacity, pricing, payment split, and term when the PDF is generated.

The PDF will be attached and sent to the client email entered above. Uncheck this only when creating an internal draft.

Client delivery selected
Ready to generate a draft agreement. Download PDF