Partner management systems
Onboarding, contracts, enablement, targets and performance in one place.
- Engagement
- Fixed-scope build, quarterly governance review optional
- Typical timeline
- 6–8 weeks
- Starts with
- A list of every partner you have ever signed and which agreement each one accepted.
You have a hundred and forty partners. Forty are active, several signed a version of the agreement you no longer use, and two are advertising claims about your product that your legal counsel has never seen.
Partner revenue managed like a real channel.
What we build
Concrete artefacts, handed over and documented.
- 01
Structured onboarding: application, the documents you require, agreement signature and activation, tracked as one path with a visible stage
- 02
A compliance record per partner, identity documents, agreement version, marketing permissions, and expiry dates that raise themselves
- 03
Tiering applied automatically against your criteria, including demotion when activity stops
- 04
An asset library of approved creative and wording, so partners stop inventing claims about your product
- 05
Lifecycle handling: dormancy prompts, suspension, and a clean exit that closes tracking without stranding commission already earned
What changes
Every active partner has a current signed agreement you can produce on request
Onboarding a partner takes a day instead of a fortnight of email
Dormant and non-compliant partners are dealt with deliberately rather than left to accumulate
How it runs
01Take stock
Every partner listed with their agreement version, their activity and their documents. What is missing here usually shapes the rest of the build.
02Onboarding and compliance
The application path, document collection, signature flow, and the compliance record with its expiry alerts.
03Tiers, assets, lifecycle
Automatic tiering, the asset library, and the suspension and exit flows, including what happens to unpaid commission.
Chosen per project. Named here so you can see the shape of it.
- HubSpot
- PartnerStack
- DocuSign
- Postgres
- Airtable
Questions we get asked
Tell us the outcome, not the tooling.
Send us the situation you are in. We will tell you which discipline it belongs to, what we would do first and what it costs, including when the answer is to wait.