Chatbot access: The Store Assistant chatbot is available with any Surflocal Marketing Ad to answer questions and capture leads 24/7. A basic stand-alone coupon does not include chatbot access, but you can choose a Coupon + Marketing Ad package that includes the chatbot for that offer.

How the Surflocal Platform Works

One master view of the roles, tools, and access levels across the Surflocal platform.

Surflocal is a local marketing platform designed to power agencies, sales teams, creators, community ambassadors, and local businesses from one shared system. Surflocal Media is the founding marketing agency that built and operates the platform, and other agencies and partners can use the same tools to run their own local marketing programs.

Questions or partnership inquiries? Text 806-340-6761.
Surflocal Business Engine Surflocal Marketing Cloud
Advertising Partners
Agencies, media groups & strategic resellers
Group A

Purpose: Turn agencies into local marketing powerhouses without building new tech.

Core tools:
  • Bulk email & bulk text engines
  • Full coupon & deal generator tied to QR and landing pages
  • Advertising ad builder templates (static, slideshow, video)
  • Client dashboards & reporting views
  • Video chat & screen share for remote reviews
  • Referral & lead capture tools
View Advertising Partner Program ↗
White-label access for agencies and media partners.
Sales Team
Internal or independent community marketing reps
Group B

Purpose: Give reps fast communication tools and live demos to close local business accounts.

Core tools:
  • Single email & single text tools for one-to-one outreach
  • Limited bulk email & text for follow-up campaigns
  • Simple CRM-style lead & account tracker
  • Video chat & screen share for demos
  • Demo access to ad, coupon, and QR tools
  • Scripts, pricing sheets, and presentations
View Surflocal Sales Program ↗
Hourly plus commission with full demo stack.
Creators & Licensees
Freelancers, influencers, mini-agencies
Group C

Purpose: Let creators run their own local marketing business using your platform.

Core tools:
  • Full ad builder system for local offers & campaigns
  • Full coupon & deal generator with tracking
  • QR code studio and landing page tools
  • Reporting & activity views to prove results
  • Single email & text plus limited bulk options
  • Video chat, screen share & basic HR-style templates
View Creator Licensing Program ↗
Licensing model: your clients, your pricing, our engine.
Community Ambassadors
Locals, influencers, networkers, “feet on the street”
Group D

Purpose: Help locals share offers, support businesses, and feed referrals into your system.

Core tools:
  • Referral tools & simple ambassador link or code
  • QR code generator & share-ready graphics
  • Simple coupon share and message templates
  • Optional group chat or channel
  • Lightweight ambassador dashboard (leads, activity, rewards)
  • Optional video check-ins & briefings
  • Local business discovery and spotlight sharing
  • Community event promotion and neighborhood outreach
View Community Ambassador Program ↗
For people who love their city and like connecting others.
Local Business Services
Tools and programs designed for local businesses
Business

Purpose: Help local businesses promote their services, reach customers, and manage marketing activity through the Surflocal platform.

Typical tools and features:
  • Ad builder with selected templates for local advertising
  • Coupon creator for promotions, deals, and gift certificates
  • Email and text tools for customer outreach
  • Business profile management and posting tools
  • QR code manager and customer review request tools
  • Optional appointment scheduling and booking features
  • Store Assistant chatbot when a Surflocal page and offer are combined
Compare Services ↗
Review Surflocal service options and marketing packages designed for local businesses.
Guided Service Selection
A starting point for businesses, organizations, charities, and local groups
Guide

Purpose: If you are not yet sure which Surflocal service, program, or support path fits your needs, Guided Intake helps identify the right starting point.

Helpful for:
  • Businesses comparing advertising, marketing, and platform support options
  • Organizations and charities looking for the right service path
  • New clients who want help selecting the best starting point
  • Groups that need Surflocal to recommend the correct next step
  • Anyone who wants a more guided way to begin
  • Connecting visitors with the correct Surflocal service or program
Start Guided Intake ↗
Use Guided Intake if you would like help choosing the right Surflocal service or entry path.
Next step Tell David who you are & how many clients you touch today.
Surflocal Business Engine logo
Built for agencies, sales teams, and local partners who want predictable local marketing wins.

You win with Surflocal when every role knows exactly what they own. This map keeps agencies, sales reps, creators, ambassadors, and local businesses in their lane, while your Marketing Cloud does the heavy lifting.

  • Agencies: plug your existing book of business into a ready-made engine—bulk email, text, QR, coupons, dashboards.
  • Sales reps & closers: walk in with demos, close deals, and hand off to a system that keeps working after the meeting.
  • Local businesses & partners: run offers, track results, and stay visible in your community without learning new tech.
Tell me who you are & who you serve
This comes straight to David at Surflocal. The more specific you are about your role and client count, the better I can match you to the right tools and programs.