Decision guide · Start here

Choose your first channel incentive program.

Start with the outcome, the people who can influence it, and the evidence you can realistically collect. The best first program is focused enough to launch and useful enough to teach you what to do next.

Before choosing a program

Answer four questions in order.

Technology cannot rescue an unclear program. These answers define the smallest version worth launching.

01

Outcome

What business result needs to move now—not someday?

02

People

Who outside your direct sales team can influence that result?

03

Action

What is the clearest thing you want them to do?

04

Evidence

What can you realistically verify without making the program hard to use?

Five practical starting points

Choose the program that matches the business moment.

01

Build product confidence

Choose this when people recommend or sell the product but have limited firsthand experience with it.

What it can look like

Product sampling, partner employee access, demo units, controlled discounts, or product education.

Who it can serve

Retail associates, beauty advisors, dealers, installers, reseller sellers, and product specialists.

02

Support a launch or priority product

Choose this when a product, feature, season, market, or inventory priority needs attention now.

What it can look like

Launch education, limited-time offers, recommendation incentives, promo codes, or product-specific goals.

Who it can serve

Retail teams, distributor representatives, agencies, resellers, referral partners, and field teams.

03

Reward a verified sale or installation

Choose this when the completed transaction or job is the behavior that matters most.

What it can look like

Sales claims, installation claims, invoice or receipt submission, points, payouts, or product rewards.

Who it can serve

Salespeople, dealers, installers, contractors, distributor teams, and reseller sellers.

04

Turn enablement into a first deal

Choose this when partners complete training but do not consistently take the next revenue-producing step.

What it can look like

Certification milestones, referral registration, first-deal bonuses, launch offers, or role-specific incentives.

Who it can serve

Software resellers, referral partners, agencies, consultants, sales engineers, and implementation partners.

05

Re-engage a partner group

Choose this when the channel already exists but participation, mindshare, or repeat selling has slowed.

What it can look like

Targeted missions, tiered points, limited offers, loyalty recognition, or a focused regional promotion.

Who it can serve

Any defined retail, dealer, distributor, installer, reseller, agency, or referral group.

Keep the first program focused

Make the first decision easier, not smaller.

01

One outcome

Choose the result that matters most. Do not ask the first program to solve every channel problem.

02

One defined group

Start with a group you can identify, reach, support, and measure.

03

One clear action

People should understand what to do without interpreting a long set of program rules.

04

One decision date

Agree in advance when you will scale, adjust, or stop based on what happened.

Turn the choice into a program

Bring the outcome. We will help shape the first program around it.

You do not need finished rules or a complete reward strategy. Start with the business moment, the people who can influence it, and what you need to learn.