Five working days. Written report. Clear action plan.
The Partnership Programme Audit tells you exactly what’s missing, what’s broken, and what to fix first — in your affiliate, referral, or partner setup.
Current State + Benchmarking
Your setup reviewed and compared against competing finance & insurance brands.
Quick Wins
3–5 specific actions you can take within 30 days — no agency required.
90-Day Roadmap
Build, fix, or grow — the right next steps for your specific situation.
Your partnership channel exists. It’s just not working.
Most finance and insurance brands either have no structured partner programme, or have one that isn’t generating meaningful revenue. Either way, they don’t have a clear picture of what to fix first.
Where most brands are today
- ✗Affiliate account live, 80% of partners inactive, no commission strategy
- ✗Referral link buried in the footer — nobody clicks it
- ✗No promotional calendar shared with partners
- ✗Tracking and attribution not set up correctly
- ✗No competitor benchmarking — no idea if you’re competitive
- ✗Nothing tracked, compared, or optimised
Where you’ll be after the audit
- ✓Clear view of your programme vs competitors — benchmarked
- ✓3–5 quick wins you can action within 30 days
- ✓Correct commission structure identified for your sector
- ✓Tracking gaps identified and fixed
- ✓FCA compliance check on existing affiliate messaging
- ✓90-day roadmap: build, fix, or grow your programme
One audit. Six areas covered.
We review your entire partner setup from the ground up and document exactly what we find — then tell you what to do about it.
Current state assessment
Your network or platform, commission structure, number of active partners, and tracking setup. If you have no programme, we document the gap.
Competitor benchmarking
What competing finance and insurance brands are doing — which networks they use, what they pay, and what’s working for them that you’re missing.
Partner quality review
Who’s performing, who’s dormant and could be reactivated, and which partner types you’re not recruiting at all.
Compliance & tracking review
Whether your tracking is working correctly, whether affiliate messaging is FCA-compliant, and whether attribution is costing you money.
Quick wins — 30-day actions
Three to five specific, low-effort, high-impact actions you can take immediately to improve performance.
90-day strategic roadmap
Build, fix, or grow. The right platform, right commission structure, partner recruitment strategy, and resource requirements.
How it works.
Four steps from intake to delivered report. No lengthy briefing calls. No drawn-out timelines.
Complete a short intake form
Takes around 30 minutes. Covers your current setup, goals, and any platform access we’ll need. No call required at this stage.
We review your programme & landscape
We log in to your affiliate platform (if you have one), review your site, assess competitor programmes in your sector, and compile our findings.
We deliver your report within 5 working days
A clear, branded PDF report covering all six audit areas — findings, quick wins, and a 90-day roadmap. Written in plain language, not consultant-speak.
45-minute findings call
Standard & Full tiers. We walk you through the report, answer questions, and help you prioritise next steps. Recorded and shared so you can refer back.
Everything you need to know where to start.
Written audit report (10–15 pages)
Covers all six audit areas: current state, competitor benchmarking, partner quality, compliance, quick wins, and 90-day roadmap.
Competitor programme analysis
Side-by-side comparison of your setup vs. comparable brands in your sector — commission rates, networks, partner types.
3–5 prioritised quick wins
Low-effort, high-impact actions you can implement immediately — no agency required.
90-day strategic roadmap
Build, fix, or grow: the right next steps for your specific situation with priorities and resource guidance.
FCA compliance sense-check
Flags any wording in your existing affiliate content that may need review before broader distribution.
45-minute findings call (Standard & Full)
Walkthrough of the report with your team. Recorded and shared after the call.
- ✓Full written audit report
- ✓Competitor benchmarking
- ✓Quick wins + 90-day roadmap
- ✓FCA compliance sense-check
- —45-min findings call
- —30-day implementation support
- ✓Full written audit report
- ✓Competitor benchmarking
- ✓Quick wins + 90-day roadmap
- ✓FCA compliance sense-check
- ✓45-min findings call
- —30-day implementation support
- ✓Full written audit report
- ✓Competitor benchmarking
- ✓Quick wins + 90-day roadmap
- ✓FCA compliance sense-check
- ✓45-min findings call
- ✓30-day implementation support
All prices exclude VAT. Delivered within 5 working days of receiving your completed intake form. Prefer to pay by invoice? Get in touch.
Built for finance and insurance brands that want more from their partnerships.
Brands with no programme yet
You’ve been told to “look into affiliate” but don’t know where to start, which network to use, or what commission to offer. The audit gives you a clear starting point.
Brands with an underperforming programme
You have something in place but it’s not generating meaningful revenue. You want to know why — and whether it’s worth investing more in.
CMOs & marketing leads
You need a clear, objective picture of your partner channel before you brief the board, commission a rebuild, or invest in a management retainer.
“Jason and the team have consistently delivered results. They understand our sector and they get things done.”
The audit almost always reveals one of three situations. We can help with all of them.
There’s no obligation to take things further — you’re buying a diagnosis. But most clients do.
Common questions.
Find out what your partners could be doing for you.
Book the Standard audit and receive your written report and findings call within 5 working days of completing your intake form.
Only 4 audit spots available per month · Finance & insurance specialists for 45+ years
