How we work with partners. - Charlie Partners

When Charlie is relevant for you.

3 moments where introducing Charlie creates real value for your agency and your clients.

On a Shopify build

You’re scoping or delivering a full Shopify project for a multi-location brand. Adding Charlie to the proposal strengthens your answer on unified commerce — without adding complexity to your delivery.

On a Shopify POS project

You’re helping a client go live on Shopify POS. Charlie significantly increases your chances of closing and cuts time to market — a fast, low-cost OMS answer removes one of the last objections to adopting POS.Shopify POS is a major focus for both Shopify and agencies right now. Charlie makes it easier to sell.

In an ongoing advisory relationship

You manage a client’s Shopify environment on a retainer basis. Introducing Charlie is a low-effort way to bring strategic value to an existing account — without a new complexe IT project that often results as a no go from the client.

Two levels of opportunity for your agency.

Beyond the referral fee, Charlie creates 2 additional commercial opportunities.

1. Consulting on omnichannel and order routing.

Understanding how order routing works, what fulfillment constraints apply, and how to configure Charlie for a specific brand requires expertise. That expertise can and should be sold by your agency.

Charlie does not sell consulting to brands. That’s intentional. The advisory work is yours, with our help.

2. Front-end development.

Charlie’s safety stock feature requires custom front-end development to surface real-time stock data in the right places. Depending on the client’s exact needs, this represents a few days of billable dev work.

A dedicated page in the Technical section explains exactly where this development work sits and what it involves.

How the collaboration works.

There is no fixed process. You choose the mode that works best for your client relationship.

Your agency in the lead

You run the client relationship end to end. Charlie supports you in the background — available for technical questions, demo support, or scoping — but stays out of sight with the client.

Charlie in the lead

Charlie takes the client-facing role — discovery, demo, closing. Your agency stays in the loop at every step and we report back to you throughout.

In both cases: Charlie never sells consulting, never manages the client relationship without you, and never goes around your agency.

Next: Commercial model.

See how referral fees and revenue sharing work.

Documentation Index

​When Charlie is relevant for you.