10 places available - one on one with our Founders.See founding partner details
Partner Compass⁠® · Strategy
Preview

Preview - not generally available.

Vendor Strategy as a Service.
Delivered personally.

Start with the free Health Check

Watch the Partner Compass overview - chapters and summary

How it works

Four phases. Twelve weeks. One vendor strategy.

Phase 1Weeks 1-2
Diagnose

Health Check across six domains. Vendor portfolio audit. Existing programme scorecard. Output: a single, scored view of where you sit on the Lighthouse Ladder per vendor.

Phase 2Weeks 3-4
Classify

4P scoring on every vendor and distributor relationship. Four-quadrant placement: True North, Strong West, East Reach, Heading South. Output: portfolio map with strategic intent per vendor.

Phase 3Weeks 5-6
Roadmap

12-month execution plan. MDF claim calendar. Deal registration cadence. Tier-advancement targets per priority vendor. Output: signed-off vendor strategy.

Phase 4Weeks 7-12
Activate

Quarterly business reviews. Vendor relationship orchestration. Optional Cotillion onboarding for the vendors where automation moves the needle. Output: measurable tier movement.

Six domains

We score what most partners never measure.

Each domain has three weighted questions, each scored against industry benchmarks from ZINFI, Channelnomics, Canalys, and Omdia. The output is a single 4P score per vendor - and a quadrant placement that tells you what to do about it.

  • Vendor portfolio composition
  • MDF utilisation and rebate stacking
  • Deal registration discipline
  • Programme tier positioning
  • Co-marketing and case study velocity
  • Distributor relationship leverage
The framework

The framework behind every vendor decision.

Stop running 60 vendors on hope. Plot them on Stack Fit × Market Fit, score them against the same rubric every quarter, and trigger a disposition pathway: Invest, Sustain, Bridge, or Retire. This is the playbook we run inside Partner Compass engagements - explore each artefact below.

Vendor Classification Framework

Plot every vendor on two axes.

Select a vendor on the matrix to view its classification, scores, and the disposition pathway it triggers.

Swipe to see the full matrix →

00112233445566778899MF = 6SF = 6STRONG WEST→ SustainTRUE NORTH↑ InvestHEADING SOUTH↓ RetireEAST REACH→ BridgeMARKET FIT →STACK FIT →OKTACrowdStrikeDattoPalo AltoVeeamWebrootSonicWallLegacy BDRCoreviewFreshdeskBigPandaOld BackupDepr. MonitorEOL FirewallLegacy AV
True North - InvestStrong West - SustainEast Reach - BridgeHeading South - Retire Inherited / Legacy
Fractional vendor alliance

Two halves of a job most partners never fill.

The operations half covers registration, claims, credentials and deadlines across the vendors you carry. Partner Compass tracks them manually, by people. Where Cotillion CORE supports the vendor portal (AWS Partner Central and Microsoft Partner Center today), it registers deals and tracks their approval status, so the work is a hybrid of the two. The judgment half is a named person who runs the reviews, the negotiations and the portfolio calls. Built for VARs, SIs and MSPs carrying more vendors than headcount.

The operations half
Manual tracking, automated registration

Registration, claims, credentials and deadlines tracked manually, per vendor, as part of the Partner Compass engagement. Cotillion CORE, an MVP, registers deals and tracks their approval status. MDF and rebates are on the roadmap.

The judgment half
Fractional alliance manager

A named human who runs your vendor reviews, negotiates the exceptions and signs off the portfolio calls. Every vendor-facing artefact is human-signed.

Lead offers
Deal registration discipline

Every qualified deal registered with the right vendor, with approval tracking and protection-window management.

27 → <2 min
Deal-reg admin: ~27 min to under 2 min.
Money left on the table

Rebate thresholds monitored, MDF surfaced and claimed, proof-of-performance packaged, deadlines consolidated into one calendar.

Sized in Phase 1
We put a number on the MDF, deal-registration margin and rebates being left on the table across your vendors. 
Compliance and credential assurance

Certification expiry, programme requirements, key-person risk and programme changes - in plain English, before they bite.

Silent failure
Programme-tier demotion, lapsed protection, clawed-back funding.
Relationship offers
Vendor business reviews, delivered

QBRs with your top 3-5 vendors: pipeline contribution, registration velocity, cert coverage, campaign ROI.

Vendor portfolio strategy

Quarterly review against the framework above - 4P scoring, Stack Fit × Market Fit placement, and a disposition call per vendor.

Negotiation and escalation

Margin and rebate bands, MDF exceptions, programme concessions, and rejection disputes are handled by your team using current data.

Growth offersAttach later: Co-sell activation · MDF campaign execution · Enablement coordination. Once registration discipline is running.
By the size of your business
$1-20M revenue
The whole missing function

The job doesn't exist today; the owner absorbs the admin and the strategy never happens.

$20-100M revenue
Portfolio extension and ops relief

Your alliance manager covers one vendor well - we cover the rest, and give them their week back.

500+ staff
Ops-layer replacement

Your partner managers shouldn't be reconciling deal registrations. Cotillion CORE registers each deal from one record, a person approves every submission, and status syncs back from AWS Partner Central and Microsoft Partner Center.

FAQ

Common questions about Partner Compass

What's actually included in Partner Compass?
A four-phase engagement: a Health Check across six domains, 4P scoring and four-quadrant classification of every vendor and distributor relationship, a 12-month execution roadmap with an MDF claim calendar and deal-registration cadence, and quarterly business reviews through activation.
Who is it for?
Value Added Resellers, Systems Integrators, and MSPs carrying meaningful vendor portfolios - typically organisations with at least 8-10 active vendor relationships where MDF, deal registration, and programme positioning materially affect margin.
How long does the engagement take?
Diagnose runs weeks 1-2, Classify weeks 3-4, Roadmap weeks 5-6, and Activate from week 7 through month 12. The first scored vendor portfolio lands inside the first month.
How is it priced - and what does the Founding Partner programme change?
Partner Compass is a fixed-fee engagement with an ongoing activation retainer. The first 10 Founding Partners get the diagnostic and classification work delivered one on one with our Founders at preferential terms, in exchange for case-study participation.
What happens after Phase 4?
You're either running the roadmap with your own team using the methodology, or you've onboarded Cotillion CORE for the vendors where automation moves the needle. Cotillion CORE is an MVP. Today it registers deals and tracks their approval status, which syncs back from AWS Partner Central and Microsoft Partner Center. MDF and rebates are on the roadmap, depending on each programme's portal and APIs. Partner Compass stays the strategy engagement, with manual tracking.
Founding Partners

10 places. One on one with our Founders.

Founding Partners get the engagement at the inaugural rate - and a permanent seat on the methodology advisory group as it evolves. After the first ten, Partner Compass moves to the standard pricing tier and is delivered by certified practitioners.

  • Delivered by the Founders
    Not certified practitioners — the people who built the methodology.
  • Locked-in Founding rate
    Preferential pricing across every future Partner Compass engagement.
  • Advisory group seat
    Permanent input on how the methodology evolves.