Engagement method

A fixed sequence we use for partner performance analytics for channel programs—so your team always knows what arrives next.

Facilitator sketching a partner funnel map on paper beside a laptop

  1. Intake and partner map

    We list partners, tiers, rebate schemes, and the questions leadership keeps repeating. You share extracts; we flag gaps before analysis starts.

  2. Claim and sell-out hygiene

    We reconcile claim windows, baselines, and obvious double counts. Disputes get a short evidence note rather than a buried footnote.

  3. Scorecard and narrative

    Measures become a scorecard your managers can rerun. Charts stay sparse; captions state the decision each view supports.

  4. Briefing and handover

    We facilitate a readout, capture decisions, and leave templates plus a one-page method note for the next cycle.

What you prepare

  • Partner master list with current tiers
  • Rebate rules for the period under review
  • Sell-out or withdrawal extracts
  • Any open dispute correspondence

What stays out of scope

We do not renegotiate commercial terms, build permanent software, or replace your CRM. If you need those, we will say so early and point you elsewhere.

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