Program terms

What it does

Settles what the program asks of a partner and what it gives back, covering the tiers and the conditions on each, the margins and rebates and what they will cost, and the contract a partner signs together with how it ends.

Where it happens

The agent does this in three activities across one reference process. Each one names the activity as that process words it.

• Draw up the Partner Agreement
  • ref/mkt/channel-program, activity 4 - Launch Channel Program
• Price the Incentives
  • ref/mkt/channel-program, activity 3 - Launch Channel Program
• Settle the Tiers and the Terms
  • ref/mkt/channel-program, activity 2 - Launch Channel Program

What to record

The partner record at a version, naming the agreement it rests on, the tier the partner holds, the date that tier was set and who set it. For everything the partner was given, the version it was at and the date it went to them. For every person the partner put through training, what they were trained on and the date they finished. A dated line for each obligation as it comes due, saying whether it was met and by whom. What the partner delivered back, counted against what the agreement asked for, at the cadence the process sets. The CONVENED and DONE records of everything it convenes, and the approval record behind every release and every tier change.

That contract covers every activity this abstract agent takes on, and it is repeated in com.agentcatalog.agent/RECORDS.md. What the abstract agent does not do is in com.agentcatalog.agent/NOT.md.