1. Start From One Approved Channel Asset
Use this page only after one proof line, payout result,
case-study angle, or partner win already exists and is cleared
for use. If the evidence is still weak, keep it out of family
routing for now.
Open Partner Proof
Open Case Study Board
2. Decide Which Family The Asset Should Strengthen
Some assets should still help the broader partner-channel family
most, while others should now help a satisfied buyer introduce
one more fit account. Make that family choice before choosing
the narrower board or payout path.
Open Partner Board
Open Referral Board
Open Partner Public Family
Open Referral Family
3. Use The Partner Family When The Original Channel Still Owns The Deal
If the asset should mainly support partner acquisition,
collaboration, or repeatable channel work, keep it inside the
partner family and choose the narrower board, payout path, or
white-label route there.
Open Partner Board
Open Partner Public Family
Open White Label
Open Channel Repeat
4. Use The Referral Family When The Best Next Move Is One Client Intro
If the asset should mainly help a delivered buyer introduce one
more aligned account, keep it inside the referral family and
choose the narrower referral board, upsell route, or proof step there.
Open Referral Board
Open Referral Public Family
Open Upsell Router
Open Case Converter
5. Keep Ownership, Margins, And Proof Attached To One Family
Relationship source, margin logic, payout timing, client
ownership, and private screenshots stay attached to the family
that created them even when one asset looks portable.
Open Partner Payout
Open White Label
Open Proof Board
6. Keep The Next Payment Step Inside The Chosen Family
Once the family is clear, keep the next ask, payment route, and
commercial follow-through attached to that same family instead of
reopening the routing choice each time the asset gets reused.
Open Partner Payout
Open Payment Page
Open Renewal Board