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.