Partners lose deals to confusion: which form to use, who to call and how long a registration lasts. This playbook puts the rules on six pages, starting with a cover and a six-step onboarding plan, then deal registration, a contact schedule, a marketing support call script and a guide for adapting the sample.

The sample follows Vesperly Distribution, a fictional distributor with a 90-day deal registration window, a 50% co-op match capped at $5,000 a quarter and one-business-day replies. Replace the rules, owners, dates and dollar amounts with your own program, then delete the guide page before sending it to partners.