01Qualify the asset
Start with counts, value, trade, platform, record age, eligibility process, suppression controls, and the contractor’s capacity to sell and fulfill. Reject scraped lists, unexplained consent, unsupported promises, and weak handoff capacity.
02Define ownership
Name the partner campaign owner, QA or escalation owner, contractor approver, contractor handoff owner, and revenue reconciliation owner. Each person needs explicit authority, not an implied role.
03Lock the campaign
Document the eligible segment, exclusions, approved message and offer, timing, channel, sending identity, reply routing, change control, pause triggers, and access boundaries before launch.
04Operate the smallest valid pilot
Use the contractor-owned system, the smallest cohort that can produce a useful signal, daily monitoring, immediate suppression, and a documented human handoff. A pilot is supervised delivery, not a permissionless blast.
05Reconcile collected cash
Match campaign evidence to sold work and actual collections. Apply signed exclusions for prior opportunities, taxes, refunds, cancellations, chargebacks, duplicates, disputes, and ineligible records before fees are calculated.