Checklist

Score your trade program out of 480.

160 checks for any partner or trade program on products above $2,000 AOV. Go line by line and score your own brand honestly. The total tells you where you stand. What you do next is in the gaps.

0
Absent.
1
Vaguely implied — “competitive pricing”, “we can help”.
2
Stated concretely, with a number.
3
Stated concretely and underwritten — a penalty, credit, refund or guarantee attaches if it fails.

The gap between 2 and 3 is the entire game. Everyone above $2k AOV eventually says “20% off and a dedicated rep.” Almost nobody says “and if we miss, here is what you get.” Score 3s are the only lines that survive a competitor screenshotting your page.

Total0 / 480
Underwritten (3s)0
Scored0 / 160
Start scoring — your band appears here.
Part 00

The gate

Who gets in, how hard it is, and why that difficulty is the offer. A program anyone can join is a discount code. A program with a gate is an asset on the partner's business.

Part 00: 0 / 30
Named, finite capacity
“Capped at 100 studios worldwide”, “40 seats per region.” The number is real and decrements publicly.
Territory or category exclusivity
One partner per postcode, metro or project type. The single most under-used lever in high-ticket B2B.
Verification standard stated
Portfolio, business registration, resale certificate, TIN, association membership — say which. Vagueness reads as “we let anyone in.”
Application-to-approval SLA in hours
“Approved in 1 business day.” Under 24 hours is table stakes now; 4 hours is a differentiator.
Application friction under 2 minutes
Gate the approval, not the form. Long forms filter out busy senior buyers, which is exactly the wrong filter.
Two doors: free tier and paid tier
The free tier removes the “is this worth applying for” objection. The paid tier creates commitment, self-selects serious buyers, and funds the expensive promises.
Explicit rejection criteria
“We decline roughly X% of applications.” Turns a form into a standard.
No obligation imposed on the partner to stay in
No minimum spend, no “one purchase a year or you're deactivated.” Obligations flow from you to them. Anything else signals you need them more than they need you.
Grandfathering
Pricing and terms locked at the tier they joined, forever. Removes the “what if you raise it later” hesitation.
Instant provisional access
Trade pricing live before full verification completes, on a provisional basis. Removes all dead time.
Part 01

The money architecture

Discount alone is commoditised. Structure is not.

Part 01: 0 / 30
A published number, not a floorless range
“Flat 20%” beats “up to 40%.” “Up to” reads as “probably 12% for you.”
Flat floor plus earned ceiling
A guaranteed minimum from order one, plus a stated path upward. Never a floorless “case by case.”
Tier ladder with published thresholds
The partner can see exactly what volume unlocks what. Hidden tiers mean no motivation to consolidate spend with you.
First-order rate equals ongoing rate
No “earn your discount.” At $2k+ AOV the first order is the relationship test.
Discount applies to the whole catalogue
Including new, limited and custom. Carve-outs are where trust dies. If something is excluded, name it on the page.
Stacking policy stated
Does trade net stack on sale pricing? Yes-with-a-cap beats silence.
Price hold / quote validity in days
30 days is standard, 90 days is a weapon. High-ticket projects slip, and a held price means the designer never re-pitches a number to their client.
Beat-any-written-quote clause
“We beat any written quote by 5%.” Converts every competing quote into a closing tool for you.
Retroactive volume rebate
Cross the threshold in month 11 and the better rate applies to everything from month 1, paid as credit or cash. Costs little, reads as enormous.
Landed cost quoted upfront
One number including freight, duties, taxes and surcharges. In high-ticket cross-border, surprise landed cost is the number one relationship killer and the number one unclaimed differentiator.
Part 02

Speed, as a contract

Every SLA below should carry a consequence. An SLA without a consequence is a hope.

Part 02: 0 / 30
Quote turnaround in minutes or hours
“Client-ready quote in 30 minutes.” Most trade suppliers take 2–5 days. This is the single highest-leverage promise available to you.
The quote SLA is underwritten
Miss it and something happens — credit, free expedite, discount bump. This is what moves the line from a 2 to a 3.
Approval SLA
Hours to live pricing, stated as a number.
Message response SLA
“Any message answered within 2 working hours, on WhatsApp, by a human whose name you know.”
Production and lead time by product class
Stated in weeks, with visible per-product indicators rather than one blanket figure.
Guaranteed ship date with automatic credit on miss
“We miss the date, you get credited X%.” No claim form. Automatic. Competitors structurally cannot copy this without fixing their supply chain.
Expedite lane with a published price
A real number for “I need it in 8 days.” Never “contact us.”
Change-order window
“Spec changes free up to X days before production.” Removes the terror of client indecision.
Reorder in one click or one message
Repeat spec, matched batch, no re-quoting.
Emergency replacement lane
Item damaged on site the week before handover: replacement ships within X days, no invoice until fault is determined. Almost nobody offers this. It wins accounts on its own.
Part 03

Risk reversal

Move every fear the buyer has onto your balance sheet, then say so in one sentence each.

Part 03: 0 / 30
Warranty stated in years, escalating with tier
5 years base, lifetime at top tier.
Warranty covers labour and re-install
The part is cheap; sending an electrician back to a finished penthouse is not. Almost no one covers this — enormous perceived value, modest real cost.
Damage in transit replaced with no claim process
No photos-and-wait. You own the freight relationship, not them.
Program fee refund guarantee
“Run it on one real project. Not convinced it paid for itself? Full refund, and you keep every saving you already made.”
Client-rejection protection
Client hates it on site: return, restock or re-make on stated terms, at least once per partner per year. The most feared scenario in high-ticket interiors and the most valuable thing to neutralise.
Spec-error absorption
Wrong voltage, drop, finish or dimension: if it came through your spec process, you fix it free. This converts your team into their QA department.
Custom and made-to-order still covered
Most brands void everything the moment “custom” is involved. Not voiding it is a headline, not a footnote.
Deposit protection
Deposit refundable up to the production-start date, stated in days.
Long-tail parts availability
“Replacement components available for X years.” Speaks directly to the specifier's professional reputation five years out.
Every guarantee written as policy, on its own page
In plain language. A guarantee that lives only in marketing copy is not believed. One linked page with no legalese is worth more than three more bullet points.
Part 04

Done-for-you deliverables

Stop selling product. Start absorbing their labour. This is the part almost every program misses entirely.

Part 04: 0 / 30
Photoreal renders of your product in their space
From their render, photo or moodboard. Turnaround in hours, quantity by tier.
Client-ready presentation deck
Your products laid into a branded, presentable document they hand straight to the client.
White-label spec sheets
Your logo removed, their margin invisible. Non-negotiable at this AOV.
Technical file library
CAD, Revit/BIM, IES photometric, DWG, 3D models, cut sheets — downloadable without asking. Architects filter suppliers on this alone.
Full specification schedule for the project
You build the schedule or BOQ, they review it. You just replaced six hours of their week.
Tearsheets generated on demand
One click, branded, per product.
Physical mockup or prototype before full order
One unit made, shipped, approved, then the rest goes to production. Removes the largest single risk on a 40-unit order.
Free consultation with a specialist per project
Sizing, layout, load, compatibility, quantity. Named and scheduled, not “our team can help.”
Value-engineering pass
“Send us the competitor's spec, we'll match or better it at a lower landed cost, itemised.” You become the second opinion on every project they run.
Installation guidance, installer network or site support
The gap between delivery and a working, installed, signed-off result is where high-ticket relationships are actually won.
Part 05

Their margin, their way

The partner is running a business. Speak to their P&L, not to their taste.

Part 05: 0 / 30
Explicit choice on where the discount goes
Pass it to the client, keep it as commission, or split it — and say the choice is theirs. Most programs never acknowledge that the trade discount is the partner's income.
An interactive earnings calculator
Project value × projects per year × allocation slider, ending in an annual number. Turns an abstract percentage into a personal figure. Highest-converting single element on any trade page.
Payment terms
50/50, 70/30, or net-30/60 at tier. State it. “Payment terms available” is worth nothing.
Tax-exempt and resale checkout supported
Handled at checkout rather than by email.
Split billing
You invoice their client directly at retail while paying them the margin, if they prefer. Solves their cashflow entirely.
Client financing available
Buyer-side instalments on a $15k order raise their close rate, which raises your volume.
Deposit-only production start
They don't fund your factory out of their working capital.
Multi-project consolidated account
One account, projects separated, with per-project quoting, tracking and invoicing.
Referral or commission on introductions
They send another firm, they earn on it. Turns partners into a channel.
No clawback or chargeback on their margin, ever
State it explicitly.
Part 06

Logistics and landed cost

At $2k+ AOV, logistics is not a footnote. It is half the objection.

Part 06: 0 / 30
Free insured shipping at tier, worldwide, stated
Named tiers, named territories.
DDP or duties quoted upfront to the cent
No estimates that move.
Full insurance to the door, claim handled by you
Not by them.
White-glove delivery or inside placement, with a price
A published number, not “on request.”
Free storage or hold for a stated period
Construction slips three months routinely. “We hold it free for 90 days” is worth more than another 3% off.
Staged or phased delivery to site schedule
Floor by floor, unit by unit.
Consolidation
Multiple orders, multiple projects, one shipment, one delivery window.
Live tracking the partner can forward to their client
Branded or neutral.
Site-delivery competence stated
Lift access, delivery windows, proof of delivery, crate removal, packaging disposal.
Named logistics contact for anything in transit
Not the same person as the sales AE.
Part 07

The human layer

“Dedicated support” is the most devalued phrase in B2B. Replace it with specifics.

Part 07: 0 / 30
A named individual, with a photo and a direct line
Not “a member of our team.”
On the channel they actually use
WhatsApp, iMessage, mobile. Not a ticket portal.
Response SLA on that channel, in hours
Published, not implied.
Coverage across their working hours and time zone
Stated explicitly.
A named escalation path
“If your AE can't solve it, here is who does, and here is their contact.” Nobody publishes this. It is trust in one line.
Continuity guarantee
“Your AE does not rotate. If they leave, you get a 30-minute handover call with their replacement.”
Onboarding call within X days of approval
Walk the catalogue, set up the account, run their live project.
Quarterly account review
Spend, rebate position, upcoming pipeline, what to pre-order.
Priority queue, stated as a benefit not a vibe
Front of every line, and say what that means.
Direct access to a technical or engineering person
Not just a salesperson — for load, compliance, certification and custom feasibility.
Part 08

Physical proof

Above $2k AOV nobody specifies from a screen. Whoever puts material in their hand first usually wins the spec.

Part 08: 0 / 30
Free sample or finish kit on approval
The single best-converting trade lead magnet in existence, and the cleanest qualification signal you will ever get: an address plus a request for physical material is a real buyer.
Full swatch library on memo
Every finish, every material, restockable.
Loaner unit or demo fixture for their showroom
At tier. They present with your product permanently in the room.
Custom finish strike-off before production
Approved before the run starts.
Showroom or factory visit, hosted
With a virtual walkthrough option for remote partners.
Trade-show or design-week appointments
Booked in advance, not walk-up.
Physical spec binder or lookbook, posted
A printed catalogue on a designer's desk outlives 400 emails.
Photography rights
High-res product imagery they can use in client decks and their own portfolio, with the licence stated.
Sample kit turnaround SLA
“Dispatched within 24 hours.”
Samples free, including return shipping, no deposit
Charging a designer $40 for samples on a $30k spec is the most expensive $40 you will ever collect.
Part 09

Growth for the partner

Stop being a supplier. Become a source of their revenue. This is the only category where the offer becomes structurally uncopyable.

Part 09: 0 / 30
Inbound client referrals routed to partners by region
The strongest possible line: you make them money before they spend any. If you have any consumer traffic at all, this is the highest-ROI benefit you own.
Referral volume disclosed
“We routed 340 project enquiries to partners last year.” A number makes it real.
Project promotion to your audience
Newsletter, social, blog — with subscriber counts stated and the qualification threshold named.
Case study production, done by you
You commission the photography, write it, publish it, and give them the asset for their own site.
Co-branded PR
Press submissions, awards entries and publication pitches for their completed projects.
Listed in a public partner directory
Searchable, with their contact, on your domain, inheriting your SEO.
Education with a credential
CEU or CPD-accredited sessions. Architects and designers are required to earn these. Deliver them and you own the calendar slot.
A private partner community
The network becomes the switching cost.
Co-marketing budget or asset pack at top tier
Stated, with a value.
Their brand on your site
A “specified by” wall. Free to give, disproportionately valued.
Part 10

Systems and tooling

The offer is also the interface. Friction at 11pm on a deadline loses accounts that discounts won't win back.

Part 10: 0 / 30
Trade pricing visible live when logged in
No “email for pricing.” Every quote request you force is a delay you own.
Project workspaces
Saved boards, per-project carts, versioning.
Self-serve quote builder producing a branded PDF in their name
Their logo, their margin, their document.
Quote-to-order in one click
With their client able to approve via a shared link.
Order status visible without asking
Production, QC, dispatch, transit, delivered.
Full order history, reorder and downloadable invoices
Self-serve.
Multi-seat access
Principal, junior, procurement, bookkeeper — with permissions.
Bulk upload, CSV or API for large schedules
So a 200-line schedule isn't typed twice.
Spec-file library gated behind login
CAD, IES, BIM and cut sheets, all downloadable in one archive.
Mobile-usable end to end
They are on site, not at a desk.
Part 11

Status and exclusivity

High-ticket buyers are buying position as much as product.

Part 11: 0 / 30
Named tiers with meaning
Not Bronze, Silver, Gold.
Public tier criteria
They can see what they'd have to do.
Access to product retail cannot buy
Trade-only lines, limited runs, archive pieces.
Early access window on new collections
Stated in weeks before public launch.
Bespoke development
They design it, you manufacture it, with MOQ and timeline stated.
Their design produced under their own name
You as the invisible manufacturer. The ceiling benefit in every custom category.
Right of first refusal on limited pieces in their territory
Stated as policy.
Input into the roadmap
A partner advisory group, twice a year.
A physical artefact of membership
Certificate, plaque, badge for their site and email signature. Cheap, sticky, and it markets you passively.
Annual event or dinner for top tier
The relationship stops being transactional the moment it exists offline.
Part 12

Proof the claims are real

Every promise above is worthless if the page reads as marketing. This part is what makes the rest believable.

Part 12: 0 / 30
Specific counts, not adjectives
“Trusted by 12,000+ design professionals” beats “trusted by professionals.” A real number beats a big vague one.
Named testimonials with firm, city and project
Generic first-name-plus-city testimonials are visibly synthetic and actively cost you credibility with sophisticated buyers.
Case studies with real numbers
Project value, unit count, timeline, outcome.
Recognisable client or partner logos
With permission, and current.
Third-party review platform, linked and live
Trustpilot, Google, Houzz.
Certifications and compliance shown
UL, CE, ETL, IP ratings, insurance — whatever your category demands.
Real photography of real completed projects
Not renders, not stock, not lifestyle library images.
Founder or team visible with names and faces
Anonymity at $2k+ AOV is a conversion tax.
Every SLA and guarantee mirrored in the terms page
Sophisticated buyers check. When it matches, you win permanently.
Longevity and scale stated
Years trading, projects delivered, countries shipped. If the numbers are small, use the ones that aren't.
Part 13

The page itself

Same offer, different sequencing, three times the applications.

Part 13: 0 / 30
Above the fold: the four hardest numbers you own
Discount, quote SLA, lead time, price to join. Not a hero image and a slogan.
The strongest guarantee in the first screen
Not buried in the FAQ.
Dual CTA: apply now, or talk to a human now
With a real phone number or WhatsApp link.
Segment blocks
Designer, architect, contractor, developer, hospitality. Each buyer must see themselves named.
Side-by-side tier comparison table
With the gaps visible on the free tier. The gaps sell the paid tier.
The earnings calculator, mid-page, interactive
Not a static example.
“How it works” in three steps, with a time attached to each
“2 minutes”, “1 business day”, “30 minutes.”
An FAQ that answers the objections, not the softballs
“What if my client rejects it?”, “What if you miss the date?”, “What's actually excluded?”, “Do I have to buy anything?”
Application form: 2 minutes, progressive, with a trust line
“Free to apply · 1 business day review · No obligation.”
A secondary low-commitment CTA
Free sample kit, spec pack or lookbook — for the 95% not ready to apply. Captures the entire top of funnel the application form loses.
Part 14

After they join

Programs are won on acquisition and lost on the 90 days after. Most of the industry has literally nothing here.

Part 14: 0 / 30
Welcome pack shipped physically within 48 hours
Samples, catalogue, certificate, AE's card.
Onboarding call scheduled automatically at approval
Not “reach out when you're ready.”
First-project white-glove handhold
You actively co-run project one. The first project determines lifetime value more than every other factor.
A 30-day check-in that isn't a sales call
Genuinely isn't.
Quarterly business review
Spend, rebate position and pipeline.
Proactive project prompts
“You spec'd 14 pendants for the Chelsea job in March; the matching sconces just released.”
Anniversary benefit
Tier hold, bonus credit, or a gift.
Dormancy re-engagement that offers something
Rather than asking for something.
Win-back offer for lapsed partners
Defined and automatic.
A published route to the next tier
“You're $18k from Partner tier”, shown in-account.
Part 15

The unreasonable tier

Everything above can eventually be matched. These are the moves that make a competitor's team say “we can't do that.” Pick two or three — not all ten, which reads as desperate and un-underwritable.

Part 15: 0 / 30
We pay you to test us
First project: if you don't win the client, we credit the sample and render cost back. You are buying trial with the cheapest currency you have.
Price protection in both directions
Price drops before delivery, they get a refund. Price rises, their quote holds. Removes timing anxiety entirely.
The mistake is ours by default
Any spec error inside our process, we remake and reship free, with no fault investigation. Published as policy.
Guaranteed date or it ships free and credited
Not “we'll try.” A published percentage, applied automatically, with no claim.
Buy-back or trade-up
Project changes direction, we take it back at a stated percentage within X days. Eliminates the single largest fear in custom manufacturing.
Showroom in a box
A full physical display of your line, in their studio, free at tier. They present with your product for the next four years.
We make it under your name
Their design, your factory, their brand on it, MOQ published.
A free mockup unit on any order above N units
One made, shipped, approved, then production. Removes the risk on the largest orders you'll ever take.
We route you clients
Regional enquiries go to partners first, with last year's referral count published.
Full refund of the program fee, no conditions
No timeline, and they keep every saving. The cleanest sentence available to you. If your program works, redemption runs under 3%.
Your score
0 / 480
Not scored yet
Work through the 160 checks above. Every line is 0, 1, 2 or 3.
0 underwritten promises. This matters more than the total: a program scoring 250 with thirty 3s beats a program scoring 300 with none, every time. Underwritten promises are the only ones a buyer remembers six weeks later when they are comparing you to someone else.
0–128
Not a program — A contact form with a headline. You are competing on price, and losing.
129–235
Standard trade program — Indistinguishable from everyone else in your category.
236–341
Strong — You win against most competitors when the buyer compares carefully.
342–416
Category-defining — Competitors reference you internally.
417–480
Structurally uncopyable — Nobody matches this without rebuilding their operations.
Before you promise anything

Every score-3 item is a real liability. Three questions before it goes on your page. What is the expected redemption rate, and what does it cost at that rate? Can the operation deliver it on a bad week — a 30-minute quote SLA at 12 quotes a day is a person, at 90 a day it is a system that does not exist yet. And is it written in your terms, word for word? If the page says “full refund” and the terms say “at our discretion”, you have built a trap for your own credibility with exactly the buyers you are targeting.

The correct posture: make fewer promises than your competitors, and make every one of them absolute.

Found the gaps. Now close them.

Book a call. Bring your score and we will work through the lines you rated 0 and 1 — and tell you which are worth underwriting and which would cost you more than they return.

Get the 7 Money Models
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