How it works
Two paths. One marketplace. Outcomes on both sides.
OptGo handles the full lifecycle of field sales: onboarding, AI testing, GPS-verified routes, forced disposition gates, appointment booking, dispute resolution, and automated multi-tier payouts. Here's what each side does.
Brand path
From signup to first lead
10-phase onboarding
Create account, verify email, walk the 10-phase brand wizard: identity & GBP confirm, operations & tech stack, target & service granularity, retail & event footprint, training & vetting, pitch & sales ammunition, campaign defaults, financial & compliance. Most brands finish in 90 minutes.
Admin approval
Submit for review. Six-point checklist: GBP confirmed, background check consent, insurance + license valid, payment funded with minimum balance, AI training docs uploaded + processed, integration test passed. Typical turnaround: 1 business day.
Launch your first campaign
Pick a campaign type (Inventory, Open, Door Hanger, Event/Pop-Up, or Outbound). Set the territory, the payout per outcome, daily/weekly/monthly caps, allowed hours. Upload pitch material. Toggle AI testing. Submit.
Review applicants
Ambassadors apply. Those with AI testing enabled run the 10-minute pitch test before they reach you. You see their score, transcript, work history, star rating. Approve or reject. Approved reps get the route.
Watch the work happen
Real-time campaign dashboard: routes in progress, dispositions logged, GPS-verified knocks, appointments booked. Confirm or dispute outcomes as they come in. Your wallet debits per outcome at the rate you set.
Stripe pays out
Confirmed outcomes trigger Stripe Connect transfers to ambassadors within 24 hours. Recruiter splits, platform fees, $600 1099 thresholds — handled. You'll see every payout reconciled to a specific outcome on your spend dashboard.
Ambassador path
From signup to first paycheck
8-phase onboarding
Sign up free, verify phone. Walk 8 short profile phases: legal name, profile photo, location, experience, gov-ID + W-9, optional pitch video, payout method (Stripe Express, ACH manual, or mailed check).
Browse the job board
Local marketplace of active campaigns sorted by distance, payout, vertical, and your tier. Save the ones you want. NEW pill on campaigns posted in the last 7 days. Apply with one tap.
Pass the AI pitch test
Campaigns with testing enabled run a 10-minute voice conversation: 9 product knowledge questions, a 60-second pitch, and 2 objection-handling turns. Custom GPT-4o grader scores each section. Above the brand's threshold? You're in.
Run the route
Open the campaign, hit Start. GPS-verified address-by-address. Forced disposition gate: log this address before the next loads. Photo proof when required. One-tap appointment booking. Walk-up leads captured at events.
Outcome confirms
Brand confirms door hangs, appointments ran, deals closed. Disputes go to admin review with your GPS log + photo proof. Your earnings ledger updates in real time — no waiting on month-end totals.
Stripe drops the money
Direct deposit within 24 hours of confirmation. Your dashboard shows every payout: Initiated → Processing → Paid. Refer other ambassadors with your link — earn 3 tiers of splits on their campaigns for 6 months.
The infrastructure
What runs underneath both sides.
The platform is built so both brands and ambassadors trust the data, the money, and the rules. Every guarantee is enforced at the protocol level — not just the UI.
Identity & compliance
- Phone-verified accounts
- Government ID upload + admin review
- W-9 collected in-app with TIN validation
- Background check via Checkr (when required)
- DocuSeal-signed IC agreements per engagement
GPS & route verification
- Address-level GPS stamp on every disposition
- Accuracy tiers — VERIFIED, LOW_CONFIDENCE, BLOCKED
- Forced disposition gate (no skip-ahead)
- Photo proof on door-hanger campaigns
- Heartbeat pings during shift sessions
Payments & 1099
- Stripe Connect Express accounts
- Separate-charges-and-transfers model
- Recruiter split fan-out (3 tiers)
- Cumulative $600/year threshold tracking
- Year-end 1099-NEC issued by Stripe
AI testing & vetting
- ElevenLabs Conversational Voice agent
- 9 open-ended product knowledge questions
- Custom GPT-4o grader per training doc
- Pitch coherence + objection handling scored
- Practice mode — 10/day cap, no limits
Disputes & guardrails
- Brand can dispute any outcome
- Admin reviews GPS + photo + ledger
- Repeat disputers flagged on brand record
- Daily / weekly / monthly auto-pause caps
- Allowed hours enforced per campaign
Print & collateral
- Brand uploads print-ready PDF or asks for design help
- Distribution: mailed, pickup, or no kit
- Auto-collect rep shipping address on hire
- Per-Ambassador kit shipment trigger
- Cost +20% billed to campaign wallet
Whichever path you're on, the next step is the same.
Sign up, finish onboarding, and you're live in the marketplace.