Channel Wedge™ · Prymo LLC · Sales Qualification Tool
Sponsor Qualification Scorecard
Work through every section on the first call. Score as you go. The verdict updates in real time. Print or save for your records.
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of 100 pts
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1
Product Economics
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/ 25 pts
What is your approximate gross margin on the product you want to run through the program?
Probe: "When a client pays you $X/month, what percentage of that is actual margin after your direct costs?" — if they hesitate, ask about COGS and support costs separately.
⚠ Knockout Criterion
The self-funding mechanism requires sufficient margin to fund the Marketing Budget while maintaining unit economics. Below 40% gross margin, the Sponsor cannot absorb the subsidy cost without going margin-negative. Do not proceed to consultation without clarifying this number with their CFO.
How does your pricing work — is it a recurring subscription or one-time / project-based?
Probe: "If a business owner signs up today, are they paying you every month, or is it a one-time fee?" — the Enrollment Revenue Share mechanism only works with predictable monthly recurring revenue.
⚠ Knockout Criterion
The Channel Wedge self-funding loop requires that enrolled clients generate predictable monthly license fees. Without recurring revenue, the breakpoint offset mechanism cannot function and the Sponsor cannot sustain the Marketing Budget as it shifts from CP to Sponsor.
What is your monthly license fee per client — or your average contract value per month?
Probe: "If we enroll five of a broker's clients onto your platform, what does that generate for you per month?" — This tells you whether the self-funding formula works: 5 × PLF ≥ $5,000.
2
Channel Partner Fit
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/ 20 pts
Do business brokers, M&A advisors, or financial consultants currently refer clients to you — or is that a channel you have tried to develop?
Probe: "Have you ever had a broker introduce a client to you? What happened?" — Existing channel relationships mean faster ramp time. Zero channel experience means the CP has to trust the process entirely.
Why would a business broker or M&A advisor introduce your product to their client — what is in it for the broker specifically?
Probe: "When a broker introduces you to a business owner, does it make the broker look better, make their job easier, or help them close more deals?" — The broker needs a reason beyond the revenue share. The product has to add value to the broker's relationship with their client.
⚠ Knockout Criterion
The Channel Wedge only works if the Sponsor's product creates genuine value for the channel partner's clients. Without that, the broker has no credible reason to make the introduction and the program will not generate enrollments regardless of the marketing budget. This is the single most important qualitative criterion.
3
Sales Cycle & Market Readiness
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/ 20 pts
How long does it typically take from a business owner first hearing about your product to signing up as a paying client?
Probe: "Think about your last five clients — what was the shortest and longest time from first contact to signed contract?" — The Channel Wedge is designed for products where trust and relationship precede the sale. Fast-close products don't need channel partners.
Is your product fully built and actively being sold to paying clients today?
Probe: "How many paying clients do you currently have? How long have you been generating revenue?" — The program needs a proven product. Pre-revenue companies cannot sustain a Marketing Budget or demonstrate product value to brokers.
⚠ Knockout Criterion
The Channel Wedge program requires a product that a broker can credibly introduce to their clients today. A pre-revenue product has no proof of value, no client testimonials, and no basis for the broker to stake their reputation on the introduction. Come back when the product is live and generating revenue.
4
Commitment & Budget Reality
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/ 20 pts
If the program costs $5,000 per month per Channel Partner enrolled, are you in a position to fund that for 10–20 Channel Partners over the next 6 months?
Probe: "We're talking about a potential $50,000–$100,000 marketing commitment over the first six months, declining as enrollees come on. Is that within your budget, or is that a conversation we need to have with your CFO?" — Do not let them vague-answer this. Get a real number.
⚠ Knockout Criterion
The Channel Wedge requires real marketing spend before it becomes self-funding. A sponsor without budget to sustain the Marketing Budget for at least 3–6 months cannot complete the program. Revisit when they have budget authority or when their financial position changes.
Who is the actual decision-maker for a marketing commitment of this size — are you that person, or does someone else need to be involved?
Probe: "If we design a program that looks great on paper, can you sign off on it — or does this go to a board, a CFO, or a partner?" — You need the decision-maker on the consultation call. Never spend hours designing a program for someone who cannot approve it.
5
Strategic Alignment & Red Flags
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/ 15 pts
What is your primary goal for the next 12 months — client acquisition, market expansion, or something else?
Probe: "If this program works exactly as designed, what does success look like for you at the 12-month mark?" — A sponsor who wants fast revenue NOW is the wrong fit. The program builds over months. The sponsor needs patience and a long-term orientation.
Have you tried to build a channel partner program before? What happened?
Probe: "Did you try to get brokers or advisors to refer clients to you before? What did you do and why didn't it work?" — Prior failed attempts are actually a positive — they understand the problem. But understanding WHY it failed tells you whether the Channel Wedge solves it or whether there is a deeper product-market problem.
Are there any legal, regulatory, or contractual restrictions on how you can market your product or pay referral fees?
Probe: "Are you in a regulated industry — financial services, healthcare, legal — where there are rules about how you can compensate channel partners for referrals?" — Some industries prohibit or restrict referral fees. This is a legal issue, not a program issue, but it needs to surface before consultation.
⚠ Knockout Criterion
Some regulated industries (broker-dealer, investment advisory, certain healthcare) have specific rules that prohibit or severely restrict third-party referral arrangements. This is not something Prymo can structure around — it must be resolved by their legal counsel before any program design begins.
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