Partner Marketing OS · Incentives
Fund and motivate partner marketing with accountable ROI. Commercial commissions and rebates live in the Sales OS; this module covers marketing incentives.
Discretionary or earned funds for partner-run marketing. Require a plan and expected outcome, approve against it, reimburse on proof of execution and results, and track ROI per partner.
Accrued as a percent of partner revenue and spent on approved marketing. More formulaic than MDF.
Short-term boosts to drive a specific action — run this campaign, hit this lead target — within a defined window.
Performance payouts for referral and affiliate partners, managed via the portal or affiliate platform.
Tier status, leads, co-sell access, event slots, certification, and exposure are often more motivating than cash for capacity-constrained partners.
Tie every fund to a plan and measure it. Publish eligibility and the request→approval→claim flow in the portal, cap and forecast spend, and audit claims.
MDF policy plus request/approval/claim forms, a co-op accrual model, an incentive calendar, and an ROI tracker.