For a health and safety consultant, the question about affiliate or referral programmes isn't really โwhat's the commission?โ โ it's โwill recommending software cannibalise the work I'm paid for, or make my clients need me more?โ This guide looks at how software programmes for consultants actually work, the different models available, and how the right one can add recurring income and improve client retention rather than competing with your consultancy.
A consultant's priorities are different from an affiliate marketer's. The first test isn't the headline rate โ it's whether the product complements your paid work or competes with it. Software that stores and maintains the RAMS, COSHH assessments and audits you produce makes your deliverables more valuable and easier to keep live between visits; software that tries to replace expert judgement undermines the service you sell. We rate complementarity above everything.
The second test is whether it fits your whole client book, because a consultant's advantage is a portfolio of business clients, not an audience. And the third is retention: does a client who adopts the tool become easier to support and more likely to renew with you? A programme that improves your own retention is worth far more than a slightly higher one-off referral fee on a product that changes nothing about the engagement.
Consultants are usually offered one of three arrangements, and they are not equivalent โ they differ in effort, control and how the client relationship works:
You recommend the software and are paid commission when a client subscribes through your link; the client buys directly from the vendor. Lowest effort, no billing or support burden on you, and it keeps you as the trusted adviser rather than a software seller.
You buy licences and resell them (sometimes under your own brand) at a margin. Potentially higher margin, but you take on billing, support, pricing and often first-line responsibility โ a different business to run alongside consultancy, and rarely worth it for a practice focused on advice.
A single payment for an introduction. Simple, but it pays once and doesn't reward the ongoing value a client gets โ poorly matched to a consultant's long-term client relationships.
The value of an affiliate model for a consultant is that it adds a second income stream without adding delivery work. Your consultancy fees are unchanged; the commission is incremental, earned on subscriptions your clients would benefit from anyway. Because compliance software is a recurring subscription, an eligible client can generate commission for as long as they stay subscribed within the commission period โ from a recommendation you'd make regardless.
The less obvious economics is retention. A client who keeps their records live in a system you recommended is easier to prepare for audits, needs less firefighting, and sees continuous value between your visits โ which tends to make them renew your consultancy and refer you. So the programme can lift both a new commission line and the lifetime value of the engagements you already have. A reseller margin, by contrast, only pays if you take on the overhead of running a software business, which most consultancies don't want.
Complys is compliance record-keeping software that holds exactly what a consultant produces โ risk assessments, method statements, COSHH assessments, audits and training records โ in one place clients can keep in date between visits. That makes it complementary rather than competitive: it's the maintained home for your deliverables, not a substitute for your expertise, so recommending it tends to make your reviews more valuable, not less.
It's an affiliate/partner model, not a reseller one: your clients subscribe directly through your unique Partner link, so you carry no billing, support or pricing burden and stay the trusted adviser. Commission is recurring โ Founding Partners (first 100) earn 25% from day one; Standard Partners earn 20% up to their first ยฃ20,000 of qualifying referred revenue then 25% above it โ for up to 12 months per referral on qualifying subscription revenue actually received. Run directly by Complys, no network in between, and no joining fee.
Disclosure: this page is published by Complys, which operates the Complys Partner programme described here. We've set out the programme's terms plainly and compared the model against the reseller and introducer alternatives above so you can judge the fit for a consultancy; you should still weigh any arrangement against your own service model and professional obligations before recommending it.
This model fits consultants with a book of retained or repeat business clients who produce documentation the client then has to maintain โ RAMS, COSHH, audits, training records. If your clients struggle to keep your deliverables live between visits, a tool you recommend solves a real problem and the recommendation lands naturally.
It's a weaker fit if you deliver purely one-off training with no ongoing client relationship, or if you'd rather run a software resale business and own billing and support โ in which case a reseller arrangement, not an affiliate one, is what you'd look for. Whatever the model, keep it clearly separate from any advice for which you carry professional responsibility.
Not if the tool complements your work rather than replacing it. Software that stores and maintains the RAMS, COSHH and audits you produce keeps your deliverables live between visits and tends to make your reviews more valuable. It organises records; it doesn't interpret regulations or write competent assessments, which is what clients pay you for.
As an affiliate/referral partner you recommend the software and earn commission when a client subscribes directly with the vendor โ no billing or support burden on you. As a reseller you buy and resell licences at a margin and take on pricing, billing and support. For most consultancies focused on advice, the affiliate model fits better.
Yes. A single Partner referral link works across your clients regardless of their sector, and eligible subscriptions are attributed to you. Because it's recurring, a suitable client can generate commission for the length of the commission period, on top of your consultancy fees.