Signing up
The path from the form on the partners page to an open portal: your sign-up, your Referral Agreement in DocuSign, and your first sign-in.
On this page
The steps
| Step | Who | What happens |
|---|---|---|
| 1. Fill in the form | You | On the partners page. It takes about two minutes and costs nothing. |
| 2. Get your receipt | Colby | An email titled Your Colby partner sign-up. Reply to it with any questions. |
| 3. Agreement goes out | Colby | Colby prepares your Referral Agreement, sends it through DocuSign and signs first. |
| 4. You sign | You | DocuSign emails you once Colby has signed. Open the email and sign. |
| 5. Portal opens | Colby | Once your signature is in, Colby opens your partner portal. |
| 6. First sign-in | You | Sign in at colby.ing/portal with the same email. Colby emails you a 6-digit code. |
The form, field by field
| Field | Required | Tip |
|---|---|---|
| First name, last name | Yes | Use the name you want on your agreement. Owners see your name on your invite page. |
| Yes | Your agreement and your portal sign-in codes go here. Use one you check every day. | |
| Mobile phone | Yes | At least 10 digits. |
| City and state | Yes | Where you live and work. |
| Your company | No | Fill it in if you own or work for one. |
| Which kinds of companies do you know? | No | Pick up to 8 from the accepted tasks list. |
| How many business owners could you introduce in the next 3 months? | No | 1 to 2, 3 to 5, 6 to 10, or more than 10. An honest guess is fine. |
| Do you run a crew yourself? | No | Yes or no. |
| Preferred language | Yes | English or Español. |
| How did you hear about Colby? | No | A person, a post or a video. |
| The consent box | Yes | Lets Colby email and text you about building your business. |
Sending the form twice with the same email does not create a second sign-up.
If the form shows an error
| What you see | What to do |
|---|---|
| Check these and try again, with a list of fields | Fix the fields it names. A phone number needs at least 10 digits, and the consent box must be checked. |
| Too many sign-ups from this connection | Wait an hour and try again. |
| We couldn't save your sign-up | Your details are still on the page. Try again in a minute. |
| We couldn't read that sign-up | Reload the page and try again. |
| Sign up from colby.ing/partners | Open the partners page directly and sign up there. |
Your Referral Agreement
It is your agreement with Colby. It sets your fee and the rules between you and Colby. It is not a contract with any company.
It goes out through DocuSign. Colby signs first, then DocuSign emails you a link to review and sign. Read it before you sign. After you sign, Colby shares your signed copy in Documents in your portal.
While you wait
If you sign in at colby.ing/portal before your agreement is signed, you see a page titled Sign your Referral Agreement to open your portal. It shows where your agreement stands:
| What the page shows | What it means | What to do |
|---|---|---|
| Your agreement is being prepared | Colby has your sign-up and is getting your agreement ready. | Nothing yet. Watch for an email from DocuSign. |
| Your agreement is in DocuSign | It has gone out, and Colby signs first. | Watch for the email from DocuSign. |
| Colby signed, with a date | It is your turn. | Open the email from DocuSign and sign. Check spam if you can't find it. |
| This agreement was cancelled | It will not be signed as it is. | Reply to your sign-up email to sort it out. |
Check again looks up the status fresh. Email me about it tells Colby you are waiting. After you sign in DocuSign, Colby records your signature and opens your portal. Use Check again to see when it has.
Signing in for the first time
- Go to colby.ing/portal.
- Enter the email you used on the form.
- Colby emails you a 6-digit code. Enter it on the page.
- No email after a few minutes? Check spam for a message from noreply@forms.getcolby.com, or email support@getcolby.com.
On a phone, you can add the portal to your home screen so it opens like an app.
Your first three stops:
- Documents: open your signed agreement and keep a copy.
- Share: copy your invite link and save it where you can paste it from your phone.
- People: add the first owners on your list, each with a next step and a follow-up date.
If Colby already knows you
If your email matches someone Colby already works with, for example the owner of a company that records, Colby checks your sign-up by hand before sending an agreement. Your existing record is not changed.
Questions
Does signing up cost anything?
No. Signing up and using the portal are free.
How long does it take?
The form takes about two minutes. After that, the fastest part you control is signing as soon as the email from DocuSign arrives.
I didn't get the receipt email.
Check spam. Colby sends at most two receipts a day to one inbox, so sending the form again won't always send another one.
Do I sign anything for a company?
No. You sign only your own Referral Agreement. Each company signs its own contract with Colby.
Can I see the portal before I sign?
You can sign in and see where your agreement stands. Your views and your invite link open once it is signed.