Keelridge design partner programme
Use your agency's own reports in one review of profit, the book and the team. See what changed and why, and tell us what works and what does not.
Set up with you by the founder. By invitation after a short fit call.
Fit calls are open; before you start, we check that your reports can be loaded
See a sample Monthly brief (PDF, fictional agency)
Prefer email? founder@keelridgesoftware.com
From February 2027, Keelridge has a paid plan. Design partners are offered continuation terms before the free period ends. Nothing renews by itself, and continuing needs a new agreement you accept separately.
How an agency joins
You work directly with Keelridge founder John Ranieri, from the first call through setup and feedback.
We walk through the fictional demo agency and talk about your review. No files needed.
First you check your report's column names against our list; nothing is sent. If Keelridge fits and a place is open, you get a code tied to your email address.
The Design Partner Agreement, the Data Processing Addendum and the User Terms, before any upload.
We load your reports, roles and history with you and check the first review together.
What each side brings
On the fit call and during setup we agree which reports you will load, who gets which view, and when we talk. The programme includes setup, configuration and product support. Custom reports, workflows or integrations are not included; they would be agreed separately.
You can leave at any time, and there is no obligation to continue. Your data is returned within 15 business days of a request and then deleted. Taking part does not require a testimonial, public logo, referral or case study.
Extra documents are optional. Commission statements can sharpen commission rates. Ask before sending anything else. The Assistant can also answer from documents your agency approves for it. See how your data is handled →
Design partner questions
Nothing during the programme. There is no fee of any kind, no seat fee or user limit, and no payment details are collected. AI requests run under a monthly spending limit that Keelridge pays; if it is reached, AI features pause until the next month or until Keelridge raises it. From February 2027 Keelridge has a paid plan. Its price is not set yet; you see the continuation terms before February 15 and decide then. Continuing needs a new agreement that you accept separately, and nothing renews by itself. If you do not continue, access ends. You can ask for your data back for 30 days after the end. Then it is deleted.
A usable book-of-business export from your AMS and your profit and loss report, month by month, whether it comes from your AMS or a separate accounting system. Agencies of any size and on any AMS and accounting system can take part: what decides it is whether your reports can be read, and we check that before you join. Thirteen month-end book files give a year of retention; two years show trends. You can add more history at any time.
Yes. After setup, the owner, or a role the owner authorizes, can upload a fresh report whenever you like, and every figure updates. Keelridge checks each file, and a person confirms the update before the figures change. Each figure shows the date of the report behind it.
Customer data is not used to train AI models. Keelridge uses one AI provider, named in the Data Processing Addendum, for a short list of set tasks, such as reading the statements you upload and answering questions in the Assistant from figures each person is allowed to see. The Privacy page lists every task. The Assistant is read-only. It can also answer from documents your agency approves for it, citing the page it used.
Start with your management questions
Book a 20-minute fit call on Google Meet with John Ranieri. We walk through Keelridge using fictional agency data, then talk about your review. Choose a focus when booking so we can prepare; no agency files are needed.
Prefer email? founder@keelridgesoftware.com. Describe the management question without sending confidential agency records.