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Are you channel ready?

55 questions. 6 categories. Instant scored results with a downloadable report.

The TSD (technology services distributor) channel rewards suppliers who are operationally ready as well as interested. This assessment evaluates your technology, operations, commission infrastructure, marketing readiness, cultural fit, and execution capability against the standards top-producing advisors actually require.

55Questions
6Categories
11Must-have gates

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Six categories, weighted by what advisors check first

Technology & Product Readiness

15%

Advisors vet suppliers technically before recommending them. If you cannot demonstrate your product under scrutiny, you will not make it past the first conversation.

Business & Operational Readiness

25%

Operational gaps kill channel programs. Advisors will test your responsiveness, your systems, and your processes in the first 90 days. Fail these tests and they move on.

Financial & Commission Infrastructure

25%

Commission issues end channel programs. Advisors talk to each other. One late payment or calculation error spreads through the TSD community faster than any marketing campaign.

Marketing & Enablement Readiness

15%

Advisors cannot sell what they do not understand. Marketing readiness is about giving advisors the tools to position you correctly in their first 10 conversations.

Cultural Fit & Long-Term Commitment

10%

Channel is a 2 to 3 year investment before meaningful ROI. If your leadership expects results in 6 months, you will fail and burn relationships in the process.

Execution & Operational Excellence

10%

Execution is what separates suppliers who get onboarded from suppliers who stay onboarded. The first 90 days after TSD launch determine whether advisors adopt you or forget you.

What the questions look like

Score each item from 1 to 5. Every question explains what advisors expect and why it matters.

Business & Operational Readiness

Section 2 of 6{{answered}} of 55 answered

Dedicated full-time channel manager in place

A channel manager who also carries a direct quota is not a channel manager. The channel requires full attention, full time.

Must-have

U.S. business hours coverage for sales and support

Advisors work across time zones. If your team is not available during standard U.S. business hours, deals will stall and advisors will find a supplier who is.

Must-have

Quote turnaround SLA of 4 hours or less

Advisors lose deals when quotes take days. A 4-hour SLA is the minimum to be competitive. Top suppliers quote in under 2 hours.

Must-have
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Your results the moment you finish

An overall weighted score out of 5.0, readiness by category, a must-have check, and your top gaps with recommended actions and timelines. Download the full report as a PDF.

3.8out of 5.0, sample resultModerate Readiness
Technology & Product4.1
Business & Operational3.6
Financial & Commission3.2
Marketing & Enablement4.4
Cultural Fit4.0
Execution3.7

How the verdict works

All 11 must-have criteria require a score of 4 or higher. Failing any one results in a Not Channel Ready verdict regardless of overall score.

  • Excellent Readiness4.5 and up
  • Strong Readiness4.0 to 4.4
  • Moderate Readiness3.5 to 3.9
  • Early Stage3.0 to 3.4
  • Not Channel ReadyBelow 3.0, or any must-have under 4

Find out where you stand

Results are instant, and the report is yours to keep.

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