A partner channel needs a clear proposition, registration rules and result tracking. Distinguish referrals, commercial agreements and technical attribution. A platform can organise information, but terms should be reviewed before launching the programme. Start with a small pilot and compare recorded contacts with real opportunities.
What you will solve
A referral register with verifiable attribution
Practical workflow
- Prepare a real project example and a working copy. Specify the audience, format, limits and person responsible for reviewing the result.
- Create partner, referral identifier, date and opportunity-status fields. Define duplicate detection and retain the record source without inventing conversions.
- Review the draft against the original material. Correct it and save an identifiable version before sharing.
AI working prompt
Work with this material: [example]. Task: [task defined in the workflow]. Separate suggestions from verified facts. Flag missing information and return an editable draft, explaining the changes.
How to check the result
Test a duplicate referral and one without an identifier. Reconcile records with the CRM before calculating partner results. Record preparation time and necessary corrections. Compare with the previous process before rolling it out to the whole team.