Use case / Agencies

Run referral and delivery agencies in one program

Agencies work with software vendors three ways: they refer clients, they deliver the work, and they resell under their own brand. PartnersWatch runs all three: referral fees and revenue share, a shared project pipeline, and white-label resale with provisioning into your product. Referral in. Delivery out. Paid accurately.

Referrals · Delivery partners · Consultancies · White-label resale · Revenue share

partnerswatch.com/admin/deals
Deals /Deal pipeline
N
BoardTableForecast
Pipeline: Channel ▾Filter8 deals · $359k
Registered3
Acme Corp
$40,000AC
Vertex
$22,000VX
Lumen
$31,000LM
Qualified2
Meridian
$75,000MR
Orbit
$54,000OB
Proposal2
Helio
$48,000HE
Cobalt
$29,000CB
Won1
Northwind
$60,000NW
How agency partners work

Four kinds of agency partner, one program

Some agencies only refer, some only deliver, and consultancies do both. PartnersWatch handles every shape without a forked build.

Referral agencies

Send you qualified leads and earn a finder's fee or a share of the revenue they source. They never touch delivery.

Delivery & implementation partners

Take signed deals and deliver the work — onboarding, build-out, integration — on a shared project pipeline.

Solution consultancies

Both refer and deliver: they scope the engagement, sign the SOW, and share revenue on what they close.

Reselling & white-label agencies

Buy your software from a price book and sell it to their clients under their own brand, on their own domain. What they sell is provisioned straight into your product.

Agency vocabulary

The same core, in agency words

PartnersWatch ships a small set of generic objects. Rename them to how your agencies actually talk — no bespoke build, no forked codebase.

Generic in, agency words out
PartnerAgency or consultancyAny referral or delivery firm in your network.
DealReferral or projectA sourced lead, or a signed engagement to deliver.
CommissionReferral fee + revenue shareA flat finder's fee, a percentage of revenue, or both.
PortalAgency portalEach agency's branded home for referrals, docs, and payouts.
DocumentsSOW & partner agreementsStatements of work, MSAs, and referral terms.
Hierarchy

Lead agencies over sub-contractors and associates

Agencies rarely work alone. Nest a lead agency over delivery partners, then over the sub-contractors, associates, and freelancers who do the work — volume rolls up, the lead earns an override, and each level sees only its own subtree.

  • ✓Lead agency → delivery partner → sub-contractor / freelancer
  • ✓Override and revenue-share splits down the chain
  • ✓Subtree scoping enforced server-side, not in the UI
How multi-level models work
agencies / hierarchy
Agency hierarchyreferral + delivery
3
Agencies
9
Contractors
$4.8M
Sourced
20%
Avg rev-share
Meridian PartnersLead agencymaster
Bright DigitalDelivery partner · Gold22%
A. OkaforAssociatehourly
Studio RueSub-contractorper SOW
M. SatoAssociatehourly
Atlas AdvisoryConsultancy · Silver18%
Field AssociatesFreelancerday rate
Northlight StudioSub-contractorper SOW
Vertex CreativeAffiliate · Bronze12%
Creator poolAffiliaterev-share
Lead agency earns an override on every sub-contractor's delivered project.
Payout

Referral fees and revenue share, accrued to a ledger

Pay agencies however the deal is structured. Every rule accrues to an append-only ledger the instant its event fires, recurring shares advance on their own, and a payout worker settles the transfer — every cent traceable.

  • ✓Flat referral fee — a fixed amount per qualified referral
  • ✓Revenue share — a percentage of every deal an agency sources
  • ✓Tiered by delivered projects — the rate climbs with delivery volume
  • ✓Retainer + success fee — a monthly retainer plus an on-close bonus
Pricing & commission models
partnerswatch.com/admin/commissions
Commissions /Commission ledger
N
LedgerSchedulesPayouts
Balance
$12,840
Pending
$3,230
Paid · YTD
$214k
DatePartnerTypeAmount
Jun 21Acmeaccrual+$4,000.00
Jun 20Meridianaccrual+$1,250.00
Jun 18Vertexaccrual+$2,600.00
Jun 15—adjust−$180.00
Jun 12Acmepayout−$5,070.00
Jun 08Lumenaccrual+$980.00
approved · provider transfer executed · appended to audit ledger
In the product

See it in the agency workflow

The same surfaces your team already runs, mapped to referrals, delivery, and the agencies behind them.

White-label resale

Agencies that sell your product as their own

A reselling agency buys from a price book, sells to its clients under its own brand and domain, and every account it sells is provisioned into your product with a signed event. A provision policy limits what an agency can grant, and wholesale or white-label pricing sits next to commission models.

  • ✓Wholesale and white-label models beside referral commission
  • ✓Signed provisioning events into your product
  • ✓The agency's brand, on the agency's domain
Vendor integration
partnerswatch.com/admin/integrations/provisions
Integrations /Provisioning
N
DeliveriesConnectionsPolicyManifest
Delivered · 24h
1,28499.6%
Retrying
3
Blocked by policy
1
EnvEventAccountStatus
liveaccount.createdKeystone · plan pro200
livecredits.grantedVertex Labs · 5,000200
testplan.changedSandbox Co · growth200
livefeature.changedMeridian · sso onretrying
liveunits.grantedAcme · 40 seats409 policy
testaccount.suspendedSandbox Co200
signature: t=1727712000,v1=9f2c…e41a · HMAC-SHA256(timestamp.body)
Deliverables

SOWs and partner agreements in one library

Every engagement carries paperwork. Send statements of work, MSAs, and referral terms for signature, foldered by agency and status — and watch what is signed, awaiting signature, or expiring, without a shared drive.

  • ✓SOWs, MSAs, and referral terms, sent for e-signature
  • ✓Foldered by agency, with signed / expiring status
  • ✓Money never appears in a legal document — only in the ledger
Documents & legal OS
partnerswatch.com/admin/documents
Library /Legal library
N
LibraryBundlesTemplates
Agreements
Active
Expiring
Enablement
Templates
DocumentPartnerStatus
Master Service AgreementAcmesigned
Reseller AgreementAcmeawaiting signature
NDAMeridiansigned
Data Processing AddendumVertexexpiring · 14d
Referral TermsLumensigned
Sourced revenue

Track what every agency actually sources

Connect the systems where deals land and turn the event stream into insight. Define custom metrics for referrals submitted, projects delivered, and revenue influenced — rendered per agency, each scoped to its own data.

  • ✓Operator-defined metrics over any event
  • ✓Referrals, delivered projects, and sourced revenue
  • ✓Rendered per agency, isolated by construction
Custom metrics & dashboards
partnerswatch.com/admin/dashboards
Dashboards /Acme Corp · custom
N
DashboardMetricsWidgets
Activations
1,204+18%
Revenue events
$84.2k+11%
Active users
3,918+6%
Uptime
99.9%
Unique active users · 30dmetric: unique
Activations · count
Revenue · sum
Recent events
feature_usedexport
checkout$1,240
feature_usedapi_call
signupseat +1
feature_usedreport
Agency portal

Give every agency a branded portal

Each agency gets its own theme, logo, and custom domain — a single home to register referrals, run their delivery pipeline, grab materials, and track payouts. Same platform, their front door.

White-label portals
acme.partners.yourbrand.com
Acme Partner Hub
DealsMaterialsPayoutsSupportverified domain
12
Open deals
$12.8k
Commissions
34
Materials
Your deals
Northwind renewal$60,000Won
Helio expansion$48,000Proposal
Cobalt new$29,000Qualified
Own theme · own domain · own data — nothing else.
At a glance

What you configure

4
commercial models: commission, resale, white-label, agency
2
ways to pay: referral fee and revenue share
1
branded portal per agency
1
library for SOWs and agreements

Ready to run your partner program in one place?

Book a walkthrough and see recruitment, PRM, automation, payouts, CX, and dashboards working together — on one platform.