How to create your first distribution strategy
Step by step to create the distribution strategy, add the channel, add the partner, agree on the commission, build the plan and record results.
Updated on
Organize how your product reaches the customer, from the way you sell to the numbers: for example, selling a kit through resellers in smaller cities, with an agreed commission and the plan to get everything up and running.
What you need
- A role with the Manage integrations permission in the workspace.
- To activate a commission: the Approve commercial terms permission (or being an admin). Without it, the rule stays awaiting approval.
- Optional: the products in Marketing → Products and the personas in Marketing → Audience.
Step by step
Open Distribution
In the menu, open Marketing → Distribution. With nothing set up, the Overview shows the step-by-step guide. Click Create strategy.
Answer the 4 questions
Enter the Strategy name and answer, one step at a time: What do you sell? (choose catalog products or write in Or describe), Who do you want to reach?, Where do you want to operate? (use All of Brazil or Online, or write the regions, one per line) and How do you plan to sell? (Direct, Indirect or Hybrid). At any time, Save as draft keeps what you have filled in.
Add the channel
Open the Channels tab and click Add channel. Enter the Channel name, choose the Type (for example, Reseller) and check What the channel does (for example, Sells and Delivers). Click Add channel.
Add the partner
In the Partners tab, click Add partner. Fill in the name, the Type and the Stage. Under Compensation, choose Percentage, the value and On what amount the commission applies. For an influencer, choose the Influencer type and add the profiles, the checked followers with the date and the Rate card.
Agree on the commission rule
In the Rules tab, click New rule, choose the Commission category, who it applies to (General or a partner) and the percentage. Click Save and activate (or Send for approval, if you do not approve commercial terms).
Link everything and activate the strategy
Go back to Strategies, open the strategy and click Edit. Check the channel and the partner, fill in the Main objective and save. Click Activate: if anything is missing, the screen shows the list of what is missing.
Build the plan
In the Action plan tab, click Use template: channel activation, choose the strategy, the channel and the start date and click Create actions. The 7 actions show up with due dates; open each one to check off the checklist, add attachments and comment.
Record the first result
In the Results tab, click Record, choose Sale, fill in the amount, the Main channel and the Partner and click Record. Check the suggested commission and click Record forecast commission.
What to expect
The strategy shows as Active in Strategies and in the Overview, with the channel, the partner, the commission rule, the plan actions and the month's indicators, all with "Source: manual entry".
Common problems
Next steps
Distribution: strategies, channels, partners, rules and results
Marketing: strategy, identity, products, projects and actions
Still have questions?
Talk to the XBASE team on WhatsApp. We help you set it up. Email: contato@xbase.app.