Affiliate management

Template

The purpose of an Affiliate is to generate business opportunities for your company or store.
Manage your Affiliates by training and rating them based on their performance.
The process begins with the initial registration of the future Affiliate.
The terms are then negotiated.
After the terms have been agreed upon, the Affiliate’s training is carried out so the work can start.
The Affiliate will remain a Regular Affiliate until the first opportunity is generated. If the products/services are not recommended by the Affiliate by the agreed date, the removal from the program should occur.
After recommending the products for the first time, the person will become 1 ⭐ Affiliate.
After 5 recommendations the person will become a 2 ⭐⭐ Affiliate.
After 10 recommendations the person will become 3 ⭐⭐⭐ Affiliate.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. Name

  • 2. Email

  • 3. Phone

  • 4. Team member in contact

New affiliate opp

  • 1. Person responsible for the affiliate-company relation

  • 2. Chosen program

    • Commissioned
    • Saving/discounts
    • Custom advantage from deals
  • 3. Agreed terms

  • 4. First deal deadline

Training

  • 1. Training date and time

  • 2. Comments

Regular affiliate

  • 1. Generated opps

  • 2. Total amount in pipeline

⭐ Affiliate

  • 1. Generated opps as a 1-Star Affiliate

  • 2. Total amount in pipeline

  • 3. Total amount closed so far

⭐⭐ Affiliate

  • 1. Generated opps as a 2-Star Affiliate

  • 2. Total amount in pipeline

  • 3. Total amount closed so far

⭐⭐⭐Affiliate

  • 1. Generated opps as a 3-Star Affiliate

  • 2. Total amount in pipeline

  • 3. Total amount closed so far

No longer affiliate

Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

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