A clear context passage,
without losing control of the customer.
Agencies, accountants, VAT and 3PL consultants can identify a possible Portuguese trigger without making a regulatory conclusion. The customer authorizes the introduction and receives a written scope directly.
Pilot subject to written terms and approved legal identity · no automatic rewards
✓ Free ✓ Human review ✓ No commitment
The deadline depends on the integrity of the document and independent review of the register and scheme
Secure routing needs limits
The customer expects an immediate response
An initial screening identifies the trigger, but the entity, channel, establishment and catalog still need review.
The customer list is treated as a lead feed
We don't ask for lists. The introduction is individual and consented or part of a link that the customer decides to use.
Responsibilities are implicit
The agreement separates who provides the EPR, who maintains the commercial relationship and what data can be shared.
Everything taken care of.
- Screening form on entity, country, channel and product types
- Consented individual introduction or partner link without customer list
- Scope, exclusions and fees communicated directly to the client
- Aggregated state of the funnel without exposing unnecessary data
- Educational materials that distinguish general information from a decision about the case
- Review of the pilot and closure of access and data when finished
Four controlled steps.
Confirm the collaboration model
We define audience, role of each party, sharing basis, eligible services and communication limits.
Document rules and privacy
Attribution, possible benefits, billing, retention and permissions are written before any introduction.
Make a consented passage
The client only shares what is necessary and receives the evaluation and proposal directly, without automatic submission.
Review the pilot with aggregated metrics
Quality, conversion, cost, complaints and data protection determine whether the journey continues.
FAQ
Do we need to share our customer list?
No. The template uses an individual consent introduction or a link that the customer chooses to open. We do not import contact bases.
Can we tell the customer that they are required to register?
You can flag a possible trigger and forward it for analysis. The conclusion depends on the entity, the establishment, the channel, the contracts and the products.
Is there an automatic commission?
No. Any benefit, discount or remuneration requires written terms, approved legal identity, tax treatment and disclosure rules. Until then, the product does not promise or pay rewards.
Do we receive information about the customer's process?
Only aggregated information or what the client authorizes and is necessary for collaboration. Access to the dossier is not granted by default.
Talk about the subject with an expert.
Free obligation check · human review · no obligation.
✓ Free ✓ Human review ✓ No commitment