Partner programs only work when expectations are clear — and consistently met.
Our tier evaluation system gives you a simple, shared view of:
What’s promised at your tier
What’s currently delivered
What needs attention
How healthy the relationship is overall
No guesswork. No hidden rules.
1. Your Tier = Your Agreement
Each partner tier (Select, Plus, Premier, etc.) includes a defined set of:
Requirements (what you commit to)
Benefits (what you receive)
Policies (how the partnership operates)
For example:
Category | Example |
Requirement | $3,000 in referred MRR |
Benefit | Dedicated Partner Manager |
Benefit | Quarterly Business Review |
Policy | 10% commission for 12 months |
This forms the foundation of your tier.
2. Real-Time Evaluation
For every requirement or benefit included in your tier, we track whether it is:
✅ Met
⚠️ Not Met
⏳ Pending / Awaiting confirmation
This creates a transparent, item-by-item view of how the partnership is performing.
Instead of vague assumptions like:
“I think we’re in good standing?”
You can see:
“All requirements met. Partner Manager assigned. QBR overdue.”
Clear. Objective. Shared.
3. Issues = Accountability
If something isn’t delivered, it doesn’t just disappear.
It becomes a trackable Issue.
Issues include:
Severity (Blocker, Warning, Informational)
Ownership
Notes and context
Resolution tracking
For example:
“Partner Manager not assigned” (Warning)
“Commission discrepancy on Deal #4421” (Blocker)
“QBR overdue by 45 days” (Warning)
This turns friction into clarity and follow-through.
4. Health Score: At-a-Glance Clarity
Each tier assignment receives a Health indicator:
🟢 Green – On track
🟡 Yellow – Needs attention
🔴 Red – Action required
Health is based on:
What is currently met vs not met
Any open high-severity issues
It’s not based on missing data — only confirmed reality.
5. Confidence Score: How Reliable Is the Health?
Alongside Health, you’ll see a Confidence percentage.
Example:
🟢 Health: Green — 82% Confidence
Confidence reflects:
How many items are confirmed vs pending
Whether evaluations are recent
Whether there are unresolved issues
This prevents false confidence. A “Green” with low confidence tells you:
“Looks good — but we haven’t validated everything yet.”
6. What This Unlocks
1. Fewer Missed Benefits
Agencies don’t quietly miss out on things like:
Dedicated Slack channels
MDF eligibility
Bonuses
Incentives (SPIFFs)
Quarterly reviews
Executive access
etc.
If it’s promised, it’s visible.
2. Faster Issue Resolution
Instead of email threads and memory:
Problems are documented
Severity is clear
Resolution is trackable
Less ambiguity. Less escalation.
3. Stronger Revenue Alignment
You can clearly see:
Whether commission structures are honored
Whether revenue targets are met
Whether both sides are fulfilling their obligations
This reduces “silent erosion” of partner trust.
4. Executive-Ready Reporting
At any time, you can answer:
Are our top partners healthy?
Where are we exposed?
What’s putting revenue at risk?
Which tier promises aren’t being delivered?
Without manual audits.
7. Designed for Fairness
This system is neutral.
It doesn’t assume one side is right.
It simply tracks:
What was agreed
What is currently true
What requires attention
It protects both agencies and partner teams by replacing ambiguity with transparency.