Partner Advisory Council
Bring channel leaders into structured advisory discussions and follow-through.
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Franchise Advisory Council
Give franchisees a voice in your brand's direction
Use a franchise advisory council to coordinate franchisee councils across locations with clear participation workflows.
Invite franchisees across your system
Select owners from different regions and business sizes, so every franchisee perspective gets represented fairly.
Make meetings productive
Save time by collecting agenda topics and feedback from franchisees before each council meeting begins.
Recognize franchisee contributions
Share how council input shaped decisions to build trust and goodwill across your entire franchise system.
✓ SOC 2 Type IITrusted by 300+ brands
The team has helped us scale the referral program to multiple markets including US, Japan, Australia, Singapore.
As a trusted partner, the Nextbee team has consistently delivered reliable and responsive service in support of Just Energy's digital gift card program.
NextBee delivered the right platform and the right partnership. Their comprehensive solution and collaborative approach helped us grow participation from an original goal of 10% to 35% of our customer base.
If you're looking for a powerful platform to run your loyalty and promotions initiatives, NextBee should be your first choice.
Your vision. A program built around it.
An ROI positive program is not just a buzzword, but a commitment we stand by.
Solutions tailored to your needs
Win more VAR and MSP deals with tiered rewards
Design reseller incentive programs that reward VARs and MSPs for registered deals, certifications, and closed revenue, with tiers that unlock better benefits. Resellers put your products first because every qualified deal moves them closer to the next reward.
- Tiered partner program
- Deal registration software
- VAR rewards program
- MSP partner incentives
Give every partner one branded place to work
Bring deal registration, training, co-branded assets, and reward balances into one B2B partner portal with role-based content for owners, sales reps, and engineers.
- Branded partner hub
- Role-based content
- Claim status views
- Partner engagement platform
Activate new resellers in their first 90 days
Guide new partners through agreements, product training, portal setup, and a first registered deal with activation checklists and milestone rewards.
- Activation checklists
- First-action milestones
- Partner onboarding software
- Partner recruitment software
Certify partner teams on every product line
Build a partner certification program with learning journeys, quizzes, and badges that unlock tier benefits and deal registration perks. Certified partners sell with confidence and close larger deals.
- Learning journeys
- Partner learning platform
- Milestone rewards
- Completion reporting
Help partners market your solutions locally
Equip partners with through channel marketing automation, approved co-branded partner campaigns, and market development funds tied to proof of execution. Your message reaches more buyers, and every MDF dollar shows a return.
- Co-branded campaigns
- MDF claims management
- Approval paths
- Partner reporting
Turn deal registration into friendly competition
Launch deal reg SPIFFs, partner sales gamification, and quarter-end missions with leaderboards ranked on verified CRM data. Partner reps register more opportunities, giving sales earlier visibility into every deal.
- Deal reg SPIFF
- Activity missions
- Reseller leaderboard software
- Channel partner gamification
See which partners and programs drive revenue
Compare partner scorecards, registered deals, certifications, and incentive spend by tier and region with channel partner analytics. Leadership sees channel incentive ROI, and budget follows the partners who grow.
- Partner scorecard software
- Segment reporting
- Channel incentive ROI
- Milestone tracking
Design a partner program that fits your channel
Work with NextBee on channel incentive program design, tier structures, and partner advisory council meetings that shape your roadmap. The program launches with a proven plan and partner input from day one.
- PRM software alternatives
- Tier structure design
- Partner advisory council
- Rollout planning
Connect partner incentives to Salesforce
Sync Salesforce partner incentives with opportunity stages, Experience Cloud partner records, and renewal milestones so rewards trigger from real CRM data. Manual claim reviews disappear, and partner and sales data stay in step.
- CRM event triggers
- Experience Cloud partner rewards
- Partner renewal incentives
- Activity writeback
- Docebo training rewards
Push dealer volume with stair-step bonuses
Structure manufacturer dealer incentives with volume bonus rules, growth targets, and stair step dealer incentive tiers that show progress toward each threshold. Dealers order more of your lines because the next bonus is always in sight.
- Volume bonus rules
- Growth targets
- Channel incentive management
- Dealer loyalty program
Reach distributors and their dealers in one program
Extend two tier channel incentives through distributor sponsor workspaces that enroll downstream dealers and sales reps under your brand rules. Every tier sees the same program, with budgets owned by the right sponsor.
- Sponsor workspaces
- Downstream enrollment
- Tier permissions
- Distributor incentive program
Bring new dealers up to speed fast
Welcome new dealers with a dealer onboarding program that covers account setup, product training, and a first qualifying order. Reps spend less time chasing paperwork as new dealers start selling sooner.
- Account setup checklist
- Product training paths
- First-order milestone
- Dealer recruitment program
Sharpen dealer product knowledge
Teach dealer staff through interactive guides, scenario quizzes, and dealer certification program milestones. Sales staff explain your products accurately and sell with more confidence.
- Guided product paths
- Scenario-based learning
- Dealer certification program
- Content approvals
Manage co-op funds without spreadsheets
Track co-op advertising, dealer advertising reimbursement, and MDF requests with documented spend, approval thresholds, and budget allocations. Reimbursements arrive faster, and you see what every shared dollar delivered.
- Funding request forms
- Execution evidence
- Co-op funds management
- Budget allocations
Spark sales contests between branches
Stage branch sales competitions and distributor sales contests with team scoreboards, shared milestones, and reward caps. Branches push harder during slow months, and top teams earn public recognition.
- Team scoreboards
- Shared milestones
- Dealer gamification platform
- Reward caps
Prove what each dealer incentive returns
Measure dealer volume, product mix, and incentive cost per account, and flag duplicate or unsupported claims before rewards go out. Finance trusts the numbers because budgets reward real sales.
- Duplicate claim checks
- Partner activity views
- Campaign comparisons
- Incentive claim audit
Hear from dealers before you change the program
Organize a dealer advisory council with member groups, pilot invitations, and action tracking. Changes land well because dealers helped shape them.
- Dealer member groups
- Meeting participation
- Pilot invitations
- Action tracking
Qualify dealer rewards with NetSuite data
Feed NetSuite transactions, account data, and distributor rebates into incentive eligibility rules, with results written back to your CRM. Rewards match invoices exactly, and nobody re-keys sales data.
- Transaction event feeds
- Partner account mapping
- ERP partner incentive integration
- Purchase eligibility
- Program outcome views
Reward contractors for every registered install
Credit registered equipment, verified installations, and training through an HVAC contractor rewards program that also covers plumbing contractor incentives. Contractors choose your brand on the next job because points add up quickly.
- Registered equipment
- Installation evidence
- Installer loyalty program
- Plumber loyalty program
Put the pro hub on every contractor's phone
Equip contractors with a mobile-ready portal to register equipment, upload invoices, check reward balances, and download spec sheets. Jobs keep moving because program tasks happen on site, not after hours.
- Mobile registration
- Invoice upload
- Reward balances
- Spec sheet library
Ready new installers before peak season
Enroll new contractors with a short checklist covering company profile, product training, and a first registered install, timed before summer and winter peaks. Installers are ready to earn when demand arrives.
- Pro profile setup
- Seasonal activation
- First-install milestone
- Welcome bonus
Train technicians on new equipment
Deliver installer training on new systems, refrigerants, and controls with quizzes and certification badges that unlock higher reward tiers. Crews install correctly the first time, which cuts warranty callbacks.
- Training milestones
- Certification badges
- Tier unlocks
- Partner product training
Promote your brand through local dealers
Supply co-branded flyers, social posts, and seasonal promotions that dealers customize within brand rules, backed by co-op funds. Local dealers market your equipment more often and more consistently.
- Co-branded templates
- Seasonal promotions
- Co-op claims
- Brand approvals
Boost sell-in with seasonal HVAC SPIFFs
Time an HVAC SPIFF program to high-efficiency units with campaign windows, leaderboards, and instant rewards for verified sales. Premium systems sell faster during the months that matter most.
- Timed campaign windows
- Contractor leaderboards
- Premium unit SPIFFs
- Instant rewards
Find contractors with premium sales potential
Rank contractors by registrations, product mix, and reward costs across territories and distributors. Field reps focus on the contractors with the most growth potential.
- Contractor scorecards
- Territory views
- Product mix reports
- Reward cost tracking
Launch a contractor program without new headcount
Partner with our specialists on program design, reward catalogs, and claim reviews, with distributor sponsors brought in from the start. Contractors join quickly, and your team stays lean.
- Program design support
- Reward catalog setup
- Claim review queues
- Distributor coordination
Validate installs with warranty and distributor data
Pull warranty registrations, distributor sales, and contractor accounts into the program through flat-file feeds or the API. Install claims validate automatically, catching fraud before rewards go out.
- Warranty registration feeds
- Distributor sales data
- CRM sync
- Serial number validation
- Single sign-on
Earn builder loyalty across your product lines
Create a building products loyalty program that rewards builders, remodelers, and lumber dealers for qualified projects and product purchases. Specifications for your products repeat because rewards grow with every job.
- Project qualification
- Product eligibility
- Lumber dealer loyalty
- Builder rewards program
Show trade pros their rewards in one place
Gather trade account views, project registrations, reward balances, and product resources into one trade rewards platform. Pros check progress in seconds and keep buying through your dealers.
- Trade account views
- Project registration
- Reward balances
- Product resources
Turn new trade accounts into repeat buyers
Greet new contractors and stockists with a profile checklist, a product sampler, and a bonus for their first qualifying purchase. First orders turn into steady accounts sooner.
- Trade member profiles
- First-purchase bonus
- Stockist loyalty program
- Reminder rules
Prepare pros to install and specify your products
Provide installation guides, product quizzes, and certification paths for contractors and dealer counter staff. Counter staff recommend your products by name, and installers deliver better results.
- Installation guides
- Product quizzes
- Certification paths
- Counter staff training
Stock dealers with ready-made local campaigns
Distribute co-branded campaigns, showroom materials, and building materials dealer incentives for promoting your product lines. Brand presentation stays consistent in every local market.
- Co-branded campaigns
- Showroom materials
- Partner marketing concierge
- Co-op funding shares
Make the building season competitive
Post seasonal missions for builders and dealers, such as trying a new product line or hitting a project count, with leaderboards and bonus multipliers. Participation climbs during the busiest months of the year.
- Activity missions
- Targeted multipliers
- Partner leaderboards
- Seasonal campaigns
Track trade loyalty by region and product
Monitor repeat purchases, product adoption, and reward costs across trade members, dealers, and regions. Weak products and strong dealers stand out at a glance.
- Repeat purchase goals
- Regional reports
- Product adoption views
- Reward cost tracking
Protect trade claims from day one
Rely on NextBee for program design, reward catalogs, and claim reviews, including tradesperson rewards scheme structures. The program goes live faster with clean claims from the start.
- Program design support
- Reward catalog setup
- Claim review queues
- Tradesperson rewards scheme
Automate purchase qualification with ERP data
Import dealer sell-through, ERP orders, and receipt uploads to qualify purchases automatically. Trade members see accurate balances, and spreadsheets disappear.
- Dealer sell-through feeds
- ERP order events
- Receipt scanning
- CRM sync
- Single sign-on
Lock in seed and equipment commitments early
Schedule an agricultural dealer incentive program with seasonal windows, product participation rules, and reward tiers for seed, crop protection, and equipment lines. Commitments to your products arrive earlier in the season.
- Seasonal program windows
- Channel loyalty program
- Reward schedules
- Seed dealer incentive program
Simplify program tracking for Ag retailers
Combine early-order programs, sales claims, reward balances, and agronomy resources in one portal for dealers and Ag retailers. Statements stop piling up because every program lives in one view.
- Ag retailer loyalty program
- Early-order tracking
- Claim status views
- Agronomy resources
Sign up new dealers before planting
Set up new dealers with territory assignments, product training, and an early-order milestone that rewards commitment ahead of the season. Contributions start in the first season, not the second.
- Territory setup
- Product training
- Early-order milestone
- Activation tracking
Equip dealer agronomists for every product
Share product trials, agronomy modules, and quizzes that dealer staff complete for points and certifications. Growers get better advice, and your products win more acres.
- Agronomy modules
- Product trial results
- Learning milestones
- Certification badges
Sponsor field days and grower events
Fund dealer field days, grower meetings, and local ads through co-op and MDF programs with clear claim evidence. Visibility stays high at the farm gate.
- Co-op advertising
- Event funding requests
- Execution evidence
- Budget allocations
Reward early orders with seasonal challenges
Open early-order challenges, product-mix missions, and dealer leaderboards that close before each planting season. Locked-in volume improves your production planning.
- Early-order challenges
- Product mix missions
- Dealer leaderboards
- Reward caps
Measure program impact by season and territory
Break down sales, product participation, and reward costs by dealer segment, territory, and season. Adjustments happen before the next season, not after.
- Dealer segments
- Territory reports
- Season comparisons
- Incentive ROI views
Match programs to the Ag calendar
Map incentives to planting, harvest, and early-order windows, and gather input through a dealer feedback program. Programs land at the right moment for dealers and growers.
- Seasonal program planning
- Dealer feedback program
- Reward schedule design
- Claim reviews
Link dealer reporting, ERP, and CRM data
Load dealer sales reports, ERP shipments, and CRM accounts into incentive rules via secure file transfers. Dealers see accurate statements without delays.
- Dealer sales reports
- ERP shipment feeds
- CRM sync
- Secure file transfer
- Single sign-on
Drive dealership sales toward priority models
Score dealerships on sales, service, and CSI through an automotive dealer incentive program with clear claim approvals. Dealerships focus on the models and metrics you care about most.
- Dealership scorecards
- Claim approvals
- Dealer CSI incentive program
- OEM dealer rewards software
Tailor the portal to every dealership role
Present sales consultants, service advisors, technicians, and managers with the campaigns, training, and rewards that apply to their role. Staff act on the right programs without digging through emails.
- Role-based content
- Campaign milestones
- Reward balances
- Program notifications
Get new dealership staff selling sooner
Walk new hires through product training, program enrollment, and a first qualifying sale with progress tracking and welcome rewards. High turnover hurts less when new staff ramp quickly.
- New hire checklists
- Product training
- First-sale milestone
- Welcome rewards
Recognize technicians for every certification
Reward service technician certifications, training milestones, and master technician recognition through a dealer technician incentive program. Skilled technicians stay with your dealers, and service quality improves.
- Certification milestones
- Technician profiles
- Master technician recognition
- Dealer network views
Keep dealer advertising within brand rules
Approve co-op advertising, digital campaign kits, and local event funding so dealers promote new models within OEM guidelines. Local ads stay on brand, and co-op claims settle faster.
- Co-op advertising
- Campaign kits
- Brand approvals
- Claim evidence
Power model launches with dealer SPIFFs
Kick off an automotive dealer SPIFF program and dealer product launch incentives with first-sale milestones and dealership leaderboards. New models gain momentum in their first quarter.
- Launch task sequences
- First-sale milestones
- Dealership leaderboards
- New product SPIFF
Compare dealer performance across the network
Report sales, CSI, training completion, and incentive spend by dealership, region, and role. Regional managers coach the dealers who need it, with data behind every conversation.
- Regional comparisons
- CSI trends
- Incentive spend reports
- Dealership sales incentive management
Hand off complex dealer administration
Delegate claim reviews, reward fulfillment, and reporting to our channel incentive specialists while you keep approval control. Your team focuses on dealer relationships, not administration.
- Claim review queues
- Owner approvals
- Reward fulfillment
- Managed channel incentive program
Connect DMS, CRM, and OEM systems
Map sales, repair orders, and CSI results from dealer management systems and your CRM to incentive rules. Faster validation shortens reward cycles.
- DMS event feeds
- CRM sync
- CSI data mapping
- Partner record mapping
- Single sign-on
Pay associates for selling your products
Build a retail SPIFF program that rewards sales associates for qualifying consumer electronics sales, with proof-of-sale capture and store-level rules. Associates recommend your brand first because rewards arrive immediately.
- Retail staff enrollment
- Proof-of-sale capture
- SPIFF management software
- Consumer electronics SPIFF program
Fit the program into every associate's shift
Open a mobile portal where associates enroll, submit sales, complete training, and redeem rewards in minutes between customers. Participation stays high because the program fits into a shift.
- Mobile enrollment
- Sales claim capture
- Reward redemption
- Store notifications
Enlist new associates at every store
Invite new store staff with QR codes at the counter, a short training path, and a bonus for their first verified sale. New hires sell your products from week one.
- QR enrollment
- Short training paths
- First-sale bonus
- Store-level tracking
Convert product specs into quick lessons
Create interactive product guides and retail associate product training rewards that explain features in short, mobile lessons. Shopper questions get accurate answers, and more sales close.
- Interactive product guides
- Retail staff product training
- Partner product knowledge quiz
- Guide engagement
Coordinate in-store promotions with retailers
Plan co-op promotions, endcap displays, and launch kits with retail partners, with compliance photos and claim evidence in one workflow. Displays go up on time, and co-op funds pay for proven execution.
- Retailer participation
- Compliance photos
- Launch kits
- Funding shares
Win launch weekends with sales contests
Host product launch sales contests with store leaderboards, team goals, and bonus multipliers for hero products. Launch weeks build momentum fast.
- Product launch sales contest
- Store leaderboards
- Team goals
- Bonus multipliers
Stop fraudulent claims before they cost you
Detect duplicate serial numbers, suspicious claim patterns, and ineligible sales with SPIFF claim verification and approval history. Only real sales earn SPIFF dollars.
- Duplicate claim checks
- Serial number matching
- Approval history
- Channel reward fraud detection
Scale SPIFFs to thousands of stores
Outsource SPIFF administration, claim reviews, and reward fulfillment to NextBee while you approve campaigns and budgets. Store coverage grows without new hires.
- Channel SPIFF program
- Claim review queues
- Reward fulfillment
- Recurring reporting
Verify sales with POS and retailer data
Match claims against POS feeds, retailer sell-through reports, and serial number databases. Approvals happen in hours, while the sale is still fresh.
- POS data feeds
- Sell-through incentive program
- Serial number databases
- Proof of sale incentive program
- Single sign-on
Grow activations through wireless dealers
Tie wireless dealer incentives to activations, upgrades, and accessory attach, with tiered bonuses for owners and store reps. Competing carriers lose ground as dealers prioritize your plans.
- Wireless dealer incentive software
- Activation rules
- Accessory attach bonuses
- Channel rewards software
Answer dealer questions before they call
Publish plan updates, compensation rules, training, and claim status for every location in a channel partner portal. Calls to your channel team drop because every answer lives in one place.
- Channel partner portal
- Plan update alerts
- Claim status views
- Location views
Open new dealer locations faster
Lead new dealers through agreements, system access, staff training, and first activations with a channel partner onboarding program. Activations at new stores start weeks sooner.
- Agreement tracking
- System access setup
- Staff training
- First-activation milestone
Brief store reps on plans and devices
Push short lessons and quizzes on new plans, devices, and promotions, rewarding reps who finish them. Clear explanations reduce returns and care calls.
- Plan and device lessons
- Promotion briefings
- Completion rewards
- Store completion reports
Localize carrier-approved campaigns for every dealer
Load co-branded social posts, store signage, and digital ads that dealers adapt within approval paths. Marketing stays compliant and on message in every store.
- Co-branded campaigns
- Store signage kits
- Approval paths
- Local asset controls
Motivate store teams with monthly sales blitzes
Set monthly activation targets, store-versus-store contests, and partner team leaderboards with verified sales data. Store teams push harder in the final week of every month.
- Partner team leaderboard
- Store contests
- Monthly targets
- Dealer SPIFF program
Shift budget to dealers who keep customers
Analyze activations, early cancellations, and incentive spend by dealer, region, and plan type. Budget moves to the dealers who bring in lasting customers.
- Dealer scorecards
- Early cancellation views
- Regional comparisons
- Incentive spend reports
Configure dealer programs with expert help
Lean on our specialists to set compensation rules, review claims, and report results while you keep final approval. Program changes go live faster and with fewer errors.
- Program setup support
- Claim review queues
- Owner approvals
- Managed channel incentive program
Pay rewards on confirmed activations only
Stream activations from carrier systems, billing data, and Salesforce into qualification rules. Pending orders never trigger a reward.
- Activation feeds
- Billing system events
- Salesforce sync
- Qualification rules
- Single sign-on
Recognize agents for the business you want
Configure an insurance agent incentive program that rewards approved business activity, training, and service milestones within policy-based eligibility rules. Agents and brokers place more business with you, and every reward stays documented.
- Agent participation
- Policy-based eligibility
- Approval records
- Insurance broker rewards program
Centralize programs and resources for agents
Unite product updates, training, sales contests, and reward status in one agent portal for independent and captive agents. Less searching means more time selling.
- Agent portal
- Product updates
- Contest standings
- Reward status
Help new agents write their first policies
Coach newly appointed agents through licensing checks, product training, and their first policies with milestones and welcome recognition. Appointed agents produce sooner and stay longer.
- Appointment checklist
- Licensing checks
- Product training
- First-policy milestone
Update agents on products and compliance
Assign product modules, compliance refreshers, and quizzes that earn agent recognition program points and badges. Accurate selling cuts errors and complaints.
- Product modules
- Compliance refreshers
- Learning milestones
- Agent recognition program
Market through agencies without legal delays
Prepare approved co-branded campaigns, social posts, and email templates that agencies personalize within compliance rules. Agencies market your products more often without review bottlenecks.
- Co-branded campaigns
- Compliance approvals
- Email templates
- Managed partner campaigns
Make sales contests fair and visible
Score agents through insurance sales contest software, leaderboards, team goals, and insurance agent gamification built on approved activity data. Competition centers on the behaviors you value, not just volume.
- Insurance sales contest software
- Team goals
- Agent leaderboards
- Approved activity scoring
Show regulators how incentives were earned
Audit production, retention, and training completion by agent, agency, and region, with full approval history for every reward. Leadership and regulators see exactly how each incentive was earned.
- Agency scorecards
- Production reports
- Approval history
- Regional comparisons
Pass compliance review on the first try
Shape reward rules, disclosures, and award trips with NextBee, including a partner of the year program for top agencies. Programs launch approved and stay easy to audit.
- Reward rule design
- Disclosure support
- Partner of the year program
- Award nominations
Link policy admin and agency management systems
Route policy, commission, and appointment events from policy administration and agency management systems into incentive rules. Updates happen automatically, with no manual reports.
- Policy admin events
- Agency management sync
- Appointment records
- CRM sync
- Single sign-on
Rally franchisees behind brand programs
Reward franchisees for adopting brand standards, launching promotions, and hitting local sales goals, with location activity views for your field team. Brand initiatives spread because participation pays off.
- Location activity views
- Brand standard milestones
- Local sales goals
- Site-level budgets
Hand every location one brand hub
Package campaign kits, training, local budgets, and recognition in a single portal for owners and managers. Locations roll out brand programs faster with fewer support requests.
- Franchise campaign kits
- Role-based content
- Budget views
- Program notifications
Plan every grand opening step by step
Track opening tasks, staff training, local marketing setup, and grand opening milestones for each new franchisee. Locations reach target sales sooner.
- Opening checklists
- Staff training
- Grand opening milestones
- Progress visibility
Standardize training at every location
Roll out product, service, and brand training with quizzes and badges that managers track by location. Every location delivers the same customer experience.
- Brand training paths
- Location completion views
- Manager dashboards
- Training badges
Let franchisees market locally within brand rules
Give franchisees franchise marketing software with local store marketing templates, approval paths, and co-op funds for franchisee campaign management. Corporate sees every campaign, and brand standards hold.
- Local store marketing platform
- Brand approvals
- Co-op funds
- Multi location marketing platform
Spark friendly competition between locations
Challenge locations to compete on sales, reviews, and promotion launches, with leaderboards and recognition at regional meetings. Top locations get celebrated, and others learn what works.
- Location leaderboards
- Regional challenges
- Promotion missions
- Partner conference engagement
Coach locations with side-by-side results
Review campaign adoption, local spend, and sales results by location, region, and owner group. Consultants focus on the locations that need help.
- Location outcome views
- Owner group reports
- Campaign adoption
- Local spend tracking
Bring franchisee voices into program decisions
Convene a franchise advisory council with franchisee groups, agenda submissions, and follow-up reminders. Owners feel heard, and new programs launch with their backing.
- Franchisee groups
- Agenda submissions
- Follow-up reminders
- Franchisee feedback program
Base rewards on real location results
Merge POS sales, franchise management locations, and CRM contacts into one data flow. Rewards and reports reflect each location's real results.
- POS sales feeds
- Franchise management sync
- CRM sync
- Location mapping
- Single sign-on
Organize your entire field in one platform
Manage distributor profiles, sponsor connections, qualification rules, and network reporting with direct selling software built for party plan and network marketing companies. Field leaders see their teams clearly and grow them with confidence.
- Distributor profiles
- Sponsor connections
- Network reporting
- Party plan software
Give each seller a branded storefront
Launch replicated website software with personalized seller pages, product links, and attribution rules so every consultant sells online under your brand. Consultants share products easily, and every sale credits the right seller.
- Personalized seller pages
- Seller product links
- Attribution rules
- Content controls
Move new consultants to their first sale
Start new consultants on a distributor fast start program with product training, sponsor-supported tasks, and a direct sales first sale incentive. Early earnings keep new sellers active.
- New seller checklists
- Sponsor guidance
- Distributor fast start program
- Activation tracking
Educate your field on products and compliance
Cover product lessons, compliance guidelines, and income disclosure training with quizzes and rank-linked badges. Sellers represent your products accurately and avoid risky claims.
- Product lessons
- Compliance training
- Learning milestones
- Rank-linked badges
Equip sellers with approved content
Curate ready-to-post social content, product images, and party invitations that sellers personalize within compliance rules. Customer reach grows without sellers writing their own claims.
- Social sharing templates
- Party invitations
- Content approvals
- Share tracking
Energize your field with sales challenges
Add direct selling gamification with seller challenge paths, network scoreboards, and team recognition tied to sales and recruiting activity. Activity climbs, and leaders get new ways to motivate their teams.
- Seller challenge paths
- Network scoreboards
- Team recognition
- Distributor sales challenge
Clarify commissions for every distributor
Calculate commission eligibility with MLM commission software that tracks qualified sales, rank qualifications, and approval controls. Distributors see their earnings clearly, which builds trust in your compensation plan.
- Qualified sales records
- Earning visibility
- Approval controls
- Configurable adjustments
Set up compensation plans without costly errors
Finalize compensation plan setup, incentive trips, and recognition events for top performers with NextBee specialists. Launch comes faster, and costly plan errors stay out.
- Compensation plan setup
- Incentive trip planning
- Recognition events
- Program reviews
Tie orders and payments to commissions
Connect orders from your direct selling ecommerce platform, payment data, and CRM contacts with commissions and rewards. Back-office work shrinks as balances stay accurate.
- Direct selling ecommerce platform
- Payment data sync
- CRM sync
- Order event feeds
- Single sign-on
Activate marketplace sellers with targeted incentives
Offer marketplace seller incentive software that rewards new listings, first sales, and service milestones, with budget controls on every subsidy. Catalogs grow faster as more sellers go live.
- Seller qualification
- Activation milestones
- Program budget controls
- Seller subsidy program management
Point sellers and affiliates to one partner hub
Consolidate listing goals, affiliate links, reward balances, and program rules into one marketplace seller engagement platform. Partners know exactly what to do next, which lifts participation.
- Marketplace seller engagement platform
- Affiliate link center
- Reward balances
- Program notifications
Take new sellers from sign-up to first order
Onboard new sellers through store setup, catalog uploads, and a first fulfilled order with checklists, reminders, and activation bonuses. Selling starts in days, not weeks.
- Store setup checklist
- Catalog upload milestone
- First-order bonus
- Reminder rules
Teach sellers what wins on your marketplace
Explain listing, pricing, and fulfillment standards in short lessons, with quizzes and badges that unlock seller benefits. Better listings convert more shoppers for everyone.
- Listing best practices
- Fulfillment standards
- Seller badges
- Benefit unlocks
Grow sales through affiliates and creators
Recruit affiliates with affiliate program software that handles enrollment, conversion attribution, and commission rules in one affiliate management platform. Affiliates promote your products knowing every sale is tracked.
- Affiliate enrollment
- Conversion attribution
- Affiliate commission management
- B2B affiliate program software
Steer sellers toward priority categories
Introduce seller missions, sales leaderboards, and seasonal challenges with targeted multipliers for priority categories. Sellers invest in the categories you want to grow.
- Seller missions
- Category multipliers
- Sales leaderboards
- Seasonal challenges
Cut wasted seller subsidies
Benchmark activation rates, sales, and subsidy costs by seller cohort and category, with duplicate account checks built in. Subsidies go to the sellers who grow.
- Seller cohort reports
- Subsidy cost views
- Duplicate account checks
- Category comparisons
Co-fund customer rewards with your partners
Plan a B2B2C loyalty program where suppliers and partners share funding for customer rewards, with clear spend limits and usage reporting. Customer rewards cost less, and partners gain loyal buyers.
- Partner funding pools
- Spend limits
- Usage reporting
- Program design support
Trigger seller rewards from marketplace events
Capture listing, order, and payment events from your marketplace platform, plus affiliate conversions, through the API and webhooks. Seller balances stay current without manual updates.
- Marketplace event feeds
- Affiliate conversion tracking
- Payment data sync
- Webhooks
- Single sign-on
Bring the right voices into decisions that matter
Build your franchise advisory council around owners across your franchise system. Coordinate preparation, contribution and follow-up so franchise owners see how their input is used.
- Member selection
- Agenda preparation
- Structured contributions
- Decision follow-up
Bring the right perspectives into the discussion
Define the experience and viewpoints your council needs, then manage invitations and participation preferences. Keep membership information organized so each session includes a useful mix of voices.
- Selection criteria
- Invitations
- Member preferences
- Participation history
Make every advisory session worth attending
Share the topic, supporting materials and discussion prompts before participants meet. Capture feedback against the agenda and keep responsibilities clear when a decision needs further work.
- Session agendas
- Pre-read materials
- Discussion prompts
- Action owners
Show contributors what happened to their input
Organize recommendations by topic and keep an owner and status beside each follow-up. Share progress with participants so the conversation continues beyond the meeting.
- Feedback themes
- Recommendation owners
- Decision status
- Member updates
Recognize the time participants contribute
Make participation expectations and any appreciation clear before an activity begins. Record completion and approvals separately from what someone says, so recognition never depends on favorable feedback.
- Participation terms
- Completion records
- Approval checks
- Appreciation history
NEW Agentic Studio
Agentic Studio for Franchise Advisory Council
Bring your program rules and business context. Shape a playbook with your team, then put agents to work preparing campaigns, useful assets and your next growth opportunity.
Lifetime Engagement prepares promotional assets. Opportunity Miner finds new program opportunities. Data Wrangler checks connected data. Tribe Leader Support equips your advocates.
See Agentic Studio in action →
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Franchise Advisory Council Communication Plan and Message Calendar
How do you communicate a franchise advisory council to franchisees?
A franchise advisory council communication plan sets who hears what at each stage: election call, candidate notices, pre-session poll, post-session recap, decision log and seat rotation.
Explore the playbook
- How to use this communication template
- Template: FAC message calendar
- Post-session recap and decision log wording
- Coordinating with QR code referral program messages
- Reaching franchisee staff with training games
WORK THROUGH THESE DECISIONS
- How to use this communication template
- Template: FAC message calendar
- Post-session recap and decision log wording
More ideas +8
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What Is a Franchise Advisory Council? How It Works and Examples
What is a franchise advisory council?
A franchise advisory council (FAC) is an elected or appointed group of franchisees that advises the franchisor on marketing, operations and technology. It runs as a cycle of system poll, council session, recommendation, franchisor decision and published follow-up, and its core outcome measure is council recommendations adopted.
Explore the playbook
- What is a franchise advisory council, in one definition?
- How does a franchise advisory council work, step by step?
- Franchise advisory council myths vs facts
- Who runs the FAC and which KPIs show it is working?
- Example: one FAC cycle in a multi-unit franchise brand
WORK THROUGH THESE DECISIONS
- What is a franchise advisory council, in one definition?
- How does a franchise advisory council work, step by step?
- Franchise advisory council myths vs facts
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Franchise Advisory Council and Home Services Referral: Joint Launch
Should a franchise advisory council and a home services referral program launch together or in sequence?
For most home services franchise systems, sequence them: stand up the franchise advisory council first, then let council members shape and pilot the referral program. Both run on one franchisee identity, one reward ledger and one poll calendar, tracked by franchisee participation in system polls.
Explore the playbook
- Simultaneous or staggered: which launch order fits your system?
- Phased roadmap for a combined FAC and referral launch
- Shared foundation: identity, ledger, support and calendar
- A rule that stops one action earning twice
- Combined KPI view at the renewal stage
WORK THROUGH THESE DECISIONS
- Simultaneous or staggered: which launch order fits your system?
- Phased roadmap for a combined FAC and referral launch
- Shared foundation: identity, ledger, support and calendar
EXPLORE WITH YOUR OPPORTUNITY MINER AGENT
10 Franchise Advisory Council Ideas That Lift Franchisee Renewal Rate
What franchise advisory council ideas help franchisee renewal rate?
The strongest franchise advisory council ideas give franchisees visible influence and peer status: live votes during sessions, published decision logs, brand-standards trivia and franchisee story submissions. Compare each by effort, stage and KPI, keeping franchisee renewal rate as the outcome to watch.
Explore the playbook
- Comparison table: 10 FAC ideas by stage, KPI and effort
- Ideas for live council sessions
- Ideas adapted from fan generated content campaigns
- Matching ideas to franchisees approaching renewal
- Controls to set before the First 90 Days
WORK THROUGH THESE DECISIONS
- Comparison table: 10 FAC ideas by stage, KPI and effort
- Ideas for live council sessions
- Ideas adapted from fan generated content campaigns
EXPLORE WITH YOUR OPPORTUNITY MINER AGENT
Franchise Advisory Council Cost and ROI: Business Case Template
How much does a franchise advisory council cost to run?
Franchise advisory council cost is the sum of platform, session, travel, recognition and staff time, scaled by seats, regions and meeting frequency. ROI compares the value of adopted recommendations and retained franchisees, linked to franchisee satisfaction score, against that total.
Explore the playbook
- Pricing models for FAC software and services
- Inputs worksheet for an FAC budget
- Formulas for total cost, value and ROI
- Worked example and sensitivity
- Business case template for the VP of Franchise Operations
WORK THROUGH THESE DECISIONS
- Pricing models for FAC software and services
- Inputs worksheet for an FAC budget
- Formulas for total cost, value and ROI
EXPLORE WITH YOUR OPPORTUNITY MINER AGENT
Franchise Advisory Council Migration: Moving Off Spreadsheets
How do you migrate a franchise advisory council to a new platform?
Migrating a franchise advisory council means moving seat history, election records, poll results, decision logs and recognition balances off spreadsheets and email into one platform. Run a short parallel period, reconcile balances with finance and keep the recommendation trail so council recommendations adopted stays measurable.
Explore the playbook
- Inventory what moves
- Data mapping and balance reconciliation
- Rules and workflows to rebuild
- Parallel run and cutover timing
- Before-you-cut-over gate
WORK THROUGH THESE DECISIONS
- Inventory what moves
- Data mapping and balance reconciliation
- Rules and workflows to rebuild
EXPLORE WITH YOUR OPPORTUNITY MINER AGENT
How to Pilot a Franchise Advisory Council: Test Design and Criteria
How do you run a pilot for a franchise advisory council?
Pilot a franchise advisory council in one or two regions and compare them with matched regions that keep today's feedback channels. Use franchisee participation in system polls as the leading metric, guard satisfaction and consultant workload, and decide to scale, iterate or stop on preset criteria.
Explore the playbook
- Pilot hypothesis and scope
- KPI definition sheet for the pilot
- Choosing a test design
- Baseline, guardrails and decision rule
- Pilot charter fields
WORK THROUGH THESE DECISIONS
- Pilot hypothesis and scope
- KPI definition sheet for the pilot
- Choosing a test design
EXPLORE WITH YOUR OPPORTUNITY MINER AGENT
Add a Franchise Advisory Council to Your Customer Incentive Software
Is a franchise advisory council worth adding if we already run customer incentive program software?
Yes, when customer incentives are live but franchisees feel unheard. A franchise advisory council adds a voice mechanism customer incentives lack, reuses the same platform, location data and ledger, and shows its value in franchisee renewal rate rather than customer purchase lift.
Explore the playbook
- Example scenario: the situation
- Decision points: options, choice and reasoning
- What carries over and what is new
- Rollout in the First 90 Days and what to watch
- Ready-to-add checklist and lessons
WORK THROUGH THESE DECISIONS
- Example scenario: the situation
- Decision points: options, choice and reasoning
- What carries over and what is new
EXPLORE WITH YOUR OPPORTUNITY MINER AGENT
Franchise Advisory Council: Outgrowing Spreadsheets and Email Claims
How do you know your franchise advisory council has outgrown spreadsheets and emailed claims?
You have outgrown spreadsheets when council recommendations vanish between sessions, emailed travel and contribution claims pile up, and nobody can show adoption rate of council-backed initiatives by location. The move is a series of decisions on polls, decision logs, recognition and data, not a big-bang switch.
Explore the playbook
- Outgrown signals in today's spreadsheet process
- Decision tree: what to move first
- What carries over and what changes
- Measuring adoption after the move
- Outcome table and watch-outs
WORK THROUGH THESE DECISIONS
- Outgrown signals in today's spreadsheet process
- Decision tree: what to move first
- What carries over and what changes
EXPLORE WITH YOUR OPPORTUNITY MINER AGENT
Franchise Advisory Council Vendor Scorecard: Criteria and Demo Tasks
How do you evaluate franchise advisory council software vendors?
Evaluate franchise advisory council vendors on how they run polls and elections, track recommendations to adoption, recognize council service and pull location data from ERP. Weight criteria to your goals, request evidence and script demo tasks around council recommendations adopted.
Explore the playbook
- Weighted vendor scorecard
- Demo scripts built on one council cycle
- Evidence to request
- Red flags in FAC vendors
WORK THROUGH THESE DECISIONS
- Weighted vendor scorecard
- Demo scripts built on one council cycle
- Evidence to request
EXPLORE WITH YOUR OPPORTUNITY MINER AGENT
Franchise Advisory Council as a Differentiator for Multi-Unit Brands
Can a franchise advisory council be a competitive advantage in franchising?
Only when franchisees can see their input change the system; a council that just meets is table stakes. For multi-unit brands competing for experienced operators, a visible decision trail supports franchisee renewal rate and strengthens franchise development conversations.
Explore the playbook
- The pain: competing for experienced multi-unit operators
- Table stakes vs differentiating FAC elements
- Adopt-phase launch checklist
- Customer referral programs as a visible proof point
- What not to do
WORK THROUGH THESE DECISIONS
- The pain: competing for experienced multi-unit operators
- Table stakes vs differentiating FAC elements
- Adopt-phase launch checklist
EXPLORE WITH YOUR OPPORTUNITY MINER AGENT
Franchise Advisory Council vs Fan Advisory Board: Key Differences
What is the difference between a franchise advisory council and a fan advisory board?
A franchise advisory council gives business-owner franchisees an advisory voice on operations, marketing and technology; a fan advisory board gives customers or fans a voice on experience. The FAC is judged by adoption rate of council-backed initiatives across locations, the fan board by recommendations implemented.
Explore the playbook
- Bottom line and one-sentence definitions
- Side-by-side comparison
- Myths vs facts about advisory boards
- When a franchise brand uses both
WORK THROUGH THESE DECISIONS
- Bottom line and one-sentence definitions
- Side-by-side comparison
- Myths vs facts about advisory boards
EXPLORE WITH YOUR DATA WRANGLER AGENT
Franchise Advisory Council KPIs: Definitions, Formulas and Targets
What KPIs measure franchise advisory council success?
Franchise advisory council success uses leading KPIs such as franchisee participation in system polls and adoption rate of council-backed initiatives, plus outcomes such as council recommendations adopted, franchisee satisfaction score and franchisee renewal rate. Each needs a formula, a source and a baseline method.
Explore the playbook
- Leading KPIs, defined
- Outcome and guardrail KPIs
- Setting targets without benchmarks
- How dealer advisory councils define the same KPI
- Common measurement errors
WORK THROUGH THESE DECISIONS
- Leading KPIs, defined
- Outcome and guardrail KPIs
- Setting targets without benchmarks
EXPLORE WITH YOUR TRIBE LEADER SUPPORT AGENT
Who Owns the Franchise Advisory Council? A RACI for Franchisors
Who should own a franchise advisory council?
Franchise relations should be accountable for the franchise advisory council, with the VP of Franchise Operations as sponsor and franchise marketing responsible for the marketing committee and communications. Legal, finance and IT consult, and ownership is judged by adoption rate of council-backed initiatives.
Explore the playbook
- Why does FAC ownership usually sit with franchise relations?
- What does each team do in the franchise advisory council?
- How does franchise marketing push council-backed campaigns to locations?
- Who approves recognition and travel spend for council members?
- How do handoffs and escalation work after each session?
WORK THROUGH THESE DECISIONS
- Why does FAC ownership usually sit with franchise relations?
- What does each team do in the franchise advisory council?
- How does franchise marketing push council-backed campaigns to locations?
Support every stage of your franchise advisory council
Keep franchise owners prepared, heard and connected to follow-through.
Customer Perspective
If you're looking for a powerful platform to run your loyalty and promotions initiatives, NextBee should be your first choice.
Mary Velosky
Executive Vice President · Eniva Health
Explore the next possibilities for your program
Compare related approaches and choose the ideas you want to see in your demo.
Dealer Advisory Council
Run dealer and distributor councils with organized participation and follow-up.
Explore this use case →Franchise Marketing Software
Let franchisees run local promotions using approved brand assets and campaign rules.
Explore this use case →Partner Portal Software
Bring partner resources, program activity and reward status into a branded portal.
Explore this use case →Partner Enablement Software
Equip partners with learning journeys, product resources and readiness milestones.
Explore this use case →Channel Incentive Software
Reward partner sales and activity with configurable channel incentive programs.
Explore this use case →Partner Engagement Platform
Give partners one place to complete program tasks, access content and earn recognition.
Explore this use case →Through-Channel Marketing Automation
Equip partners to run approved local campaigns with branded assets and guided tasks.
Explore this use case →MDF Program Management
Help partners request, use and account for market development funds.
Explore this use case →Co-Op Advertising Program
Coordinate shared marketing funds and approved promotions with dealers and retailers.
Explore this use case →Dealer Loyalty Program
Recognize dealer purchases, product focus and program participation across your network.
Explore this use case →Contractor Rewards Program
Reward verified installations and purchases across contractor and installer networks.
Explore this use case →Meet Our Practice Leaders
Bring your program brief, integration questions and rollout priorities. Work through the choices with a team that connects strategy, program operations and implementation.
Rohit Singh
Head of Strategic Partnerships
MY FAVORITE PROMOTION PLAYBOOK
The first qualified deal
Give new partners a clear first-deal milestone with the training, evidence and incentive rules needed to reach it.
Brent Jackson
Client Relations Director
MY FAVORITE PROMOTION PLAYBOOK
Product launch readiness
Recognize the product knowledge and launch tasks that help partner teams support a new offering.
SJ Kim
Communications Director
MY FAVORITE PROMOTION PLAYBOOK
A local campaign in a box
Give dealers approved co-branded assets and a simple way to request the promotion support they need.
Justin Cappozzo
Customer Experience Lead
MY FAVORITE PROMOTION PLAYBOOK
Progress toward partner status
Show the next meaningful milestone toward a partner benefit, based on the eligibility and qualification rules you set.
Frequently Asked Questions
Start with the program's purpose and invite owners across your franchise system. Define the commitment and criteria before recruitment.
Collect input on franchise operations and system improvements, assign follow-up owners and report which recommendations were considered or adopted.
Recognition can be a personal acknowledgment, visibility into decisions or an appropriate participation benefit. Choose an approach that fits the audience and program rules.
NextBee is SOC 2 Type II, GDPR and CCPA compliant, with single sign-on, role-based permissions, encryption in transit and at rest, and full audit logs.
Every customer gets a dedicated success manager who handles onboarding, regular check-ins and ongoing optimization. We work with your team from the initial program setup through day-to-day improvement.
Standard setup takes a few weeks. We provide a dedicated sandbox so your team can stage, simulate and verify program rules before going live, with pre-built connectors and implementation support to accelerate launch.
We can walk through Franchisee groups, Agenda submissions, Participation history and Follow-up reminders. Bring your current process, program rules and integration requirements so the demonstration follows the decisions your team needs to make.
Track these measures: Franchisee satisfaction score; Council recommendations adopted; Franchisee participation in system polls. Use the same definitions across your program dashboard and connected systems.
We map the identifiers, activity events and status changes your workflow needs. NextBee’s Data Wrangler agent checks permitted connected data for missing fields, duplicate events and exceptions, so your team works from consistent program inputs.