Program model questions
Can the system represent affiliate, referral and reseller motions separately? Can a partner participate in more than one program? Can approval and onboarding differ by program?
Attribution and CRM questions
How are referrals, links and deals captured? Which CRM fields synchronize? How are duplicates, existing accounts and corrections handled? Can the source be audited after a deal closes?
Commission and payment questions
Can the platform model flat rewards, revenue share and recurring commissions? How are reversals and exceptions reviewed? What does the partner see? What does finance reconcile each month?
Partner experience questions
Can partners see onboarding steps, resources, training, deal or referral status and earnings? Can experiences be segmented by partner type?
Enablement questions
Does the platform support training, certification, gated content, communication and co-marketing? Which pieces are native and which require other tools?
Implementation questions
What data must migrate? Who owns integrations? How long does a realistic rollout take? What support is available? What is the current total commercial cost?
Book a PartnerStack demo
Use this checklist during a current product evaluation.
Book a PartnerStack demo →Source basis
This page was synthesized from the supplied approved/public PartnerStack source library. Product capabilities can change; verify current details with the vendor.
- Feature Use Case Map
- All approved PartnerStack one-pagers