Affiliate Enablement

Purpose

Provide affiliates with approved messaging and referral workflows without unauthorized claims.

Use when

• Onboarding a new affiliate/referral partner.
• Refreshing partner messaging and handoff flow.

Required inputs

• Approved offer and brand claims.
• Referral qualification criteria.
• Partner channel and audience profile.

Safety/authority

• Draft-only by default; no automated outreach or system writes.
• No unapproved claims, guarantees, or fabricated proof.
• Include brand do/don’t rules and escalation path.

Workflow

1. Summarize partner role and referral journey.
2. Draft approved positioning and talk tracks.
3. Define lead handoff criteria and SLA expectations.
4. Create compliance checklist for partner use.

Output format

- Partner quickstart
- Approved messaging
- Referral process
- Compliance checklist
- Escalation contacts

Quality checks

• Messaging uses approved claim set only.
• Referral criteria are explicit and actionable.

Related skills

outreach-sequence-draft, lead-qualification, agency-router