This is the retained version 1.0 edition. View the current guide →
Choose your engagement model
Choose the model that fits your customer relationships and commercial capability.
| Responsibility | Referral | Co-sell | Authorised Reseller |
|---|---|---|---|
| Partner role | Qualify and introduce | Develop the opportunity jointly | Own the customer sales relationship |
| Customer contracting & invoicing | CostRoom | CostRoom | Reseller |
| Product demonstration | CostRoom leads | CostRoom initially leads | CostRoom initially leads |
| Delivery & onboarding | CostRoom | CostRoom | CostRoom, as agreed |
Referral partner
Introduce qualified customers and let CostRoom lead detailed discovery, demonstrations, assessment, commercial discussions and customer onboarding. This model suits advisors and partners focused on trusted introductions.
Co-sell partner
Stay involved throughout the sales cycle. Bring customer context, help coordinate stakeholders and collaborate on discovery. CostRoom owns final solution design, pricing, technical commitments and customer contracting.
Authorised reseller
Sell CostRoom within your own customer relationship. Manage customer proposals, contracts, invoicing and collections within the agreed commercial framework. CostRoom supports solution validation, demonstrations, delivery and customer success.
Commercial terms
Eligibility, incentives, reseller discounts, renewals, deal protection and tier qualification are confirmed through your signed partner agreement and applicable program policies. Speak with the CostRoom team to select the right arrangement.
Working together
Register opportunities through the agreed process, use approved materials and involve CostRoom specialists in technical or commercial commitments. Share customer information only with appropriate consent and through approved channels.
Questions
Which model should I choose?
Use Referral for introductions, Co-sell for joint opportunity development and Authorised Reseller when you manage customer contracting and invoicing.
Where are commercial terms confirmed?
Your executed partner agreement and applicable program policies govern the commercial relationship.
Need help? Contact the CostRoom team or apply to become a partner.
Version history
| Version | Date | Change |
|---|---|---|
| 1.0 | 2 October 2026 | Initial CostRoom-branded edition. |
Owner: CostRoom Partner Team. Current guides retain stable URLs; previous published editions are retained as version snapshots.
