FAQ for Partners

Pulse Rules of Engagement

What happens if two Tech Advisors register the same opportunity?

Pulse will validate registrations and honor the earliest validated registration. If there’s a duplicate under a different customer name, the registering Tech Advisor must provide evidence (customer contact, email threads, proposals). Pulse Channel Ops will adjudicate using submitted evidence.

How long is a registration valid?

If there is no forward movement for 90 days, it may lapse after a 15-day “show activity” window. If there is active engagement it can be extended up to 180 days. Extensions beyond 180 days require Channel Ops approval.

Can Pulse’s direct sales team engage my registered opportunity?

Not without your written consent, except where the direct rep has a documented pre-existing relationship or the customer requests direct engagement. Pulse will not authorize direct field engagement on a validated registration by default.

What if the supplier approaches the customer directly for my registered deal?

Suppliers agree not to take information from a Tech Advisor and close the business directly. If a supplier violates this, notify Channel Ops immediately. Pulse will investigate and may apply remedies, including reassignment of credit, reprimands, or termination of supplier channel privileges.

If another Tech Advisor sells to my customer, do I still get paid?

During the Protection Period (initial term + 12 months by default), the registering Tech Advisor receives compensation on renewals and related services. If another Tech Advisor sells net new or non-related work, compensation splits are determined based on contribution and existing partner agreements.

What if the customer wants to change Tech Advisors?

The customer can change Tech Advisors with written confirmation. Compensation and transfer of relationship will follow the Evergreen rules; written customer requests enable replacement after original terms expire.

How do I protect my customer information?

Pulse and Suppliers will not share the registering Tech Advisor’s confidential customer information without consent. Always mark sensitive documents as confidential and avoid sharing full contact data outside necessary introductions.

What evidence do I need for a registration?

Customer contact details, documentation of customer interest (emails, LOI, meeting notes), estimate of opportunity value, expected close date, and a short plan of engagement.

What if a direct rep disparages the channel to my customer?

Report the incident to Channel Ops. Pulse will investigate and apply remedies, from rep reassignment to commission adjustments.

How do I contest a decision by Channel Ops?

Follow the escalation path: Channel Manager → Head of Channel → Legal. If unresolved, pursue mediation and then arbitration as the contract provides.