Driving the cart completion to secure transaction.
Your role as an independent sales rep focuses completely on closing the sale. You do not handle client onboarding or project intake paperwork; your workflow is successfully completed the moment the customer checks out on our store page.
Your job ends at checkout.Everything after is handled by the Overlap team.
The 5-Step Checkout Loop
Follow every step exactly to guarantee transaction processing and commission attribution.
01 — Navigate the Customer to the Store
Open the purchase dashboard directly on Overlap.pro with the customer.
02 — Add the Target Plan to Cart
Select the required monthly or annual small business package.
03 — CRITICAL TRACKING STEP — The Salesperson Name Field
CRITICAL TRACKING STEP
On the secure billing information panel, look for the text block explicitly labeled 'Salesperson Name.' Input your full legal name or assigned affiliate identifier code directly into this field.If this input is left blank, our system cannot match the transaction to your account, and the commission payout cannot be verified.
04 — Execute Agreement Approvals
Guide the client to review the Terms and Conditions, Privacy Policies, and Refund Guidelines, checking the formal validation box to confirm consent.
05 — Complete Secure Checkout
Process the transactional payment to finalize the purchase.
System Notification: What Happens Next
The platform takes over the moment payment clears — you go back to the next sale.
AUTO-TRIGGER:The exact moment payment processing clears, our platform automatically shoots an intake welcome form to the client's email.
CLIENT ACTION:This electronic form lets the client input company specifics, select preferences, and upload logo variations entirely on their own — immediately launching our 10-day site development process.
AFFILIATE STATUS:Your sales task is finished, freeing you up to return to the next sale.
Each completed checkout is a verified commission. Ensure your name is on the checkout fork every time, and build your personal cash flow.
