Everything you need to run an ASCEND practice.
The partner workspace is a full operating system for certified ASCEND™ partners. Capture leads, run pipeline, send proposals, book meetings, automate outreach, and track commissions, all in one place, all scoped to you.
Pipeline and lead management
A unified lead inbox auto-ingests inbound contacts, partner referrals, and assessment leads. Drag stages on the kanban, filter by source, stage, status, value, and tags, then bulk-update or export to CSV.
- Unified lead inbox with filters and bulk actions
- Kanban pipeline with drag-to-stage updates
- Tags, activity timeline, files, and notes per lead
- Dedupe and merge across your own leads
Proposals and templates
Build proposals from reusable templates, send them, and track opens and acceptance. Clone from a template, customize line items, and ship to a client in minutes.
- Proposal editor with line items and notes
- Per-partner proposal templates
- Send tracking with accept events
- Lead-scoped file uploads attach to any proposal
Scheduling and meetings
Publish public booking links scoped to you, capture meetings against the right lead automatically, and see every upcoming meeting in one place.
- Public booking links per partner
- Meetings list with cancel and reschedule
- Auto-linked to the originating lead
- Activity timeline records every interaction
Sequences and outreach
Build nurture sequences from per-partner email templates, enroll leads, and pause or resume enrollments as conversations evolve.
- Per-partner email templates
- Multi-step nurture sequences
- Enroll leads with one click
- Pause, resume, and unenroll at any time
Analytics, attribution, and commissions
See your own pipeline value, conversion rates, win rate, and source attribution. Commissions roll up by closed deal, with full lineage from referral to payout-ready record.
- Pipeline value and stage conversion
- Source attribution per lead
- Commission rollups by closed deal
- CSV export across analytics and leads
Notifications, activity, and bulk ops
An in-app notifications bell surfaces new leads, accepted proposals, and booked meetings. Log calls, emails, and meetings against any lead. Bulk import prospects from CSV when you arrive with an existing book.
- Real-time partner notifications
- Manual activity logging (call, email, meeting)
- Bulk CSV import of prospects
- Bulk stage updates and tagging
Workspace FAQ
Is the workspace included with partner certification?
Yes. Every certified partner gets the full workspace at no additional cost. There are no per-seat add-ons for proposals, sequences, scheduling, or analytics.
Can I see only my own leads, or the whole network?
Partners see only their own leads, proposals, meetings, templates, sequences, and commissions. Cross-partner visibility is reserved for ASCEND staff.
Do public booking links require my clients to log in?
No. Booking links are public URLs scoped to your partner profile. Anyone with the link can book without an account.
Can I bring an existing pipeline into the workspace?
Yes. Use bulk CSV import to seed prospects, then run dedupe and merge if you have overlap with leads already routed to you.
Are commissions automatically calculated?
Commissions roll up by closed deal and source attribution. Payout processing is handled by ASCEND finance based on those rollups.
The workspace ships the day you certify.
No upgrade paths, no add-ons. Apply, certify, and start running deals.