Content Licensing & Carriage Negotiation
Complex platform, content, and network decisions where revenue, rights, and customer experience intersect.
Inside this journey
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Pre-Discovery
Align the room on outcomes, decision process, and constraints before deeper discovery.
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Stakeholder Alignment
Confirm decision roles, timeline, budget authority, and success metrics across distribution, commercial, and content teams.
Alignment Questions
Quick Check: Who’s in the Room and What’s Driving This?
- What single event or metric triggered you to explore negotiated distribution now?
- Who is the executive sponsor for this initiative?
- Who else needs to be actively involved in negotiations or sign-off (name + role)?
- Do you have a target launch window or hard deadline we must hit?
- How would you describe the team’s appetite for a retained advisory vs. a commission-based engagement?
- What outcome would make this engagement feel unquestionably successful to you?
Are You Quietly Paying a Premium by Renewing the Status Quo?
- When you look at your last renewal with incumbents, do you believe those terms reflect the content’s current streaming value?
- What is your current blended customer acquisition cost (CAC) for new subscribers via DTC channels, and how has it trended over the past 3 quarters?
- What is your benchmark lifetime value (LTV) per subscriber and the LTV:CAC ratio you consider acceptable?
- Tell us about a recent growth initiative that didn’t hit targets—what happened and how did it feel for the team?
- What assumptions do your stakeholders make today about the ease of negotiating distribution (e.g., carriers will match offers, incumbents are immovable)?
Who Really Decides — Not Who You Hope Decides
- If a single influential stakeholder could block or fast-track any deal, who is it and why might they do so?
- Which groups are aligned on the strategic goal to reach subscribers via partners, and who is currently resistant?
- How quickly can your legal or business affairs team review and approve a term sheet or confidentiality agreement?
- Who owns the budget authority for distribution fees, marketing co-investment, and minimum guarantees?
- Have you mapped escalation paths for disputes or deal stalls (who gets notified at what trigger)? If yes, describe.
Where Value Is Hidden in Your Current Deals
- Are you confident you understand the true commercial mechanics in each active carriage agreement (MGs, rev-share, CPI credits, promo commitments)?
- List active carriage or bundle agreements we should audit (partner name + renewal date + known headline terms).
- How do your incumbent partners currently report subscriber additions and attributable revenue—do you have reliable monthly transaction-level data?
- Over the past 12 months, which partner types have driven the best cost-per-subscriber performance for you?
- Which contractual items in existing deals have caused the most operational headaches (e.g., billing reconciliation, promo verification, exclusivity disputes)?
What Would Lower CAC Actually Look and Feel Like?
- If a distribution deal delivered subscribers at your target CAC, what would that enable you to stop doing today?
- What is your target acquisition-cost threshold (CPI/CAC) per subscriber by market or territory?
- What acceptable payback period (months) would justify a partner-funded minimum guarantee or heavy promo spend?
- Which territories are highest priority for subscriber growth this year?
- Which partner profiles do you believe will deliver the best long-term subscribers (select all that apply)?
If We Put Your Rights on the Table, What Would You Trade?
- Are you willing to use short-term exclusivity, early-window premieres, or co-branded promos to secure materially better economics?
- Which commercial levers are you most comfortable offering to create competitive tension?
- What specific content commitments (e.g., episode counts, promotional assets, talent appearances) could you realistically deliver within a partner agreement?
- How would you feel about temporarily pulling titles from an incumbent while we run a competitive process?
- Have you previously used competitive leverage (multiple partner processes)? If yes, what worked and what didn’t?
Scope & Deliverables: Exactly What Should We Promise?
- Which of these deliverables would you require from an advisory partner?
- How granular do you want our financial modeling to be?
- Which benchmarks matter most for you when evaluating offers (choose top 3)?
- Do you prefer a cadence of collaborative decision checkpoints (weekly) or milestone-driven approvals (at key deliverables)?
- What billing model would make you most comfortable to authorize work quickly?
Hard Constraints: What Kills a Deal Before It Starts?
- What are your absolute non-negotiables in any distribution agreement (e.g., no exclusivity in key markets, no long-term MGs without escalators)?
- Are there rights, union, or regulatory constraints that will limit our ability to offer exclusivity or certain windows?
- Which content types (original series, licensed library, sports, kids) are off-limits for certain partner types?
- What is the minimum commercial threshold (e.g., MG or revenue share floor) below which you will not engage?
- Describe any previous deal terms we must respect (right-of-first-refusal, most-favored-nation clauses, legacy promotional credits).
Readiness: If We Could Deliver Competitive Term Sheets in 90 Days, Would You Be Ready?
- What internal data can you make available to support a rapid audit—subscriber cohorts, churn by acquisition channel, ARPU, contract redlines?
- Who will act as our primary day-to-day contact for operational coordination and data requests?
- What internal approvals are required to start outreach to partners (C-level sign-off, legal NDAs, procurement)?
- If an attractive partner term sheet arrives, what is your internal window to approve and execute (days)?
- What communication cadence and format do you prefer during a 90‑day negotiation sprint?
Success Signals: How Will We Prove It Worked?
- What top three KPIs will determine whether this engagement was successful?
- What time horizon should we use to evaluate performance post-deal (3 months, 6 months, 12 months)?
- How would you like post-deal handoff to be structured (detailed playbook, integration checklist, launch analytics support)?
- Which stakeholders should receive the performance reviews and how frequently?
- If the first negotiated deal misses targets, what corrective actions would you expect us to propose?
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Current State Mapping
Document existing carriage agreements, renewal dates, incumbent terms, and historical subscriber and revenue performance.
Current State
Quick Inventory: Where We Start
- Which distribution partners currently carry your service (select all that apply)?
- For each active partner, when does the current carriage/license agreement formally expire? (list partner → expiration date)
- Who within your organization owns each of these agreements and who is the primary negotiator (name, role, and contact)?
- Are any of these agreements currently in a notice/renewal window or under informal extension?
- Which partners are under active promotional or exclusivity obligations that affect content windows or bundle placement?
What’s Hidden in the Fine Print?
- Which contractual clauses do you suspect are suppressing revenue or blocking distribution flexibility (e.g., legacy minimums, revenue share floors, restrictive windows)?
- Select the economic levers embedded in your contracts today (select all that apply).
- Do any agreements include marketing or promotional commitments from the partner (placement, homepage banners, push notifications)? List specifics and recent fulfillment examples.
- Are there clauses that limit your ability to bundle, cross-promote, or run promotional pricing with other partners?
- Which contract terms have historically been the hardest to change or that partners have refused to renegotiate?
If the Contracts Stayed the Same — What Would Happen?
- If every incumbent renewed on identical terms today, what would your projected subscriber acquisition cost (SAC) and lifetime value (LTV) gap look like in 12 months?
- Please provide the last 12 months of partner-attributed subscribers and monthly revenue by partner (or attach a summarized export).
- How have subscriber trend lines from each partner behaved over the last 3 renewal cycles (growing, flat, declining)?
- Describe any clear cases where a partner’s promotional activity directly moved trial-to-paid conversion, retention, or ARPU — include timelines if possible.
- How much of your total subscriber base is partner-attributed versus DTC, and how has that split changed over the last 24 months?
Who Holds the Real Leverage?
- Which partners would feel the biggest business impact if you withdrew your content — who would notice the absence first?
- Rank your top five partners by strategic importance for subscriber growth and why (1 = most important).
- Which partners have expressed explicit interest in expanding exposure for your service (extra promotion, bundles, or trials) in the past 12 months?
- Do you currently have alternative distribution routes (telco bundles, AVOD platforms, FAST channels, device preloads) that could be activated if incumbents push back?
- Tell us about any partner relationships we could leverage as leverage—have you had exploratory conversations, pilots, or inbound interest recently?
Deal History That Actually Matters
- When was the last time you ran a competitive process against an incumbent and what materially changed as a result?
- Describe a recent renewal where the incumbent offered a flat renewal — what reasons did they give and how did your team respond?
- Have you used external benchmarking or comparable deals in prior negotiations? If so, what evidence moved the needle?
- Which past concessions did you accept that you now regret or that cost you subscribers/revenue?
- What timelines have historically determined whether you pursued a harder negotiation versus a quick rollover?
Operational Reality: Can You Mobilize?
- If new commercial terms required 60–90 day technical or marketing integrations, can your product and engineering teams meet that timeline?
- Do you maintain a current rights inventory (territory, windowing, language) that maps to each partner’s footprint?
- How quickly can legal and business affairs turn around redlines and sign-offs for a negotiated deal?
- What launch/handoff requirements have historically caused delays after a deal is signed (billing integrations, DRM, artwork, promo assets)?
- List any internal headwinds (resourcing, governance, finance approval) that would need to be cleared to execute an accelerated negotiation and launch.
Risk, Politics, and What Keeps You Up
- Which internal stakeholders could block or slow a better commercial outcome (and why)?
- What are the non-commercial risks that cause hesitation—brand placement concerns, editorial restrictions, or exposure to churn—and how real are those threats?
- What approval thresholds (e.g., required board sign-off, finance sign-off amounts) determine whether a deal can be finalized without executive escalation?
- How do you feel about the current negotiation posture internally—are teams hungry to push, risking friction, or cautious to avoid partner fallout?
- Have you faced reputational or downstream business consequences from a past hardline negotiation? Tell the story briefly.
What Would Success Look Like in Practice?
- If we signed a top-priority partner on renewed terms, what are three concrete metrics that would prove the engagement succeeded within 6 months?
- What are acceptable guardrails—minimum acceptable MG, maximum SAC you’ll tolerate, or required marketing commitments—that would make you say yes?
- How quickly would you expect to see meaningful subscriber impact after deal execution (options are realistic windows)?
- Who needs to be convinced internally before a new distribution approach becomes standard practice?
- What reporting cadence and metrics would make you feel confident in tracking partner-driven subscriber economics post-deal?
What We’ll Need to Move Forward (Practical Checklist)
- Which of the following documents can you share immediately to help us model the current state (select all that apply)?
- Are you prepared to provide access to partner-level performance data under an NDA to enable defensible benchmarking?
- Do you have any non-negotiable constraints on the scope of outreach (e.g., cannot contact certain incumbents, must route all communications through partner teams)?
- Realistically, how quickly can you make an initial set of documents and contacts available if we begin a 90‑day negotiation plan?
- Who should be the single point of contact on your side for closing data gaps and coordinating partner engagement?
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Outcome Discovery
Define target subscriber economics, acceptable acquisition-cost thresholds, priority territories, and partner types to pursue.
Discovery Questions
Starting Point: What's Driving This Search?
- What single outcome would make this distribution effort an unqualified win for your team (be specific—subscribers, CAC, revenue, timeline)?
- Which internal trigger pushed this to the top of the agenda (e.g., CAC > LTV, expiring carriage, growth plateau)?
- Who will own the decision to hire an advisory partner, and who signs the budget? Please name roles and their typical evaluation criteria.
- What’s your timeline to secure new distribution agreements or materially change existing ones?
- What internal or external constraints (legal windows, content release schedule, finance cycles) might limit deal timing or flexibility?
Are You Comfortable With The Numbers You’re Using?
- If negotiated distribution deals didn’t lower your blended CAC by at least your target, would you still consider them a success—why or why not?
- What is your target lifetime value (LTV) per acquired subscriber (or the range you use for planning)?
- What is the maximum acceptable CAC from a distribution partner (give a dollar value or percent of LTV)?
- How do you currently measure LTV and CAC (model inputs, cohorts, assumed churn, ARPU)? Please attach or describe your model assumptions if available.
- Which time-to-payback window is acceptable for a newly acquired subscriber (months until CAC recovered)?
Which Territories Make Your Heart Race — and Which Should We Avoid?
- If you had to pick one market where distribution must deliver first, which is it—and why is it critical?
- Which territories show the clearest unit-economics upside today (higher ARPU, lower CAC, favorable carriage terms)? Describe the evidence.
- Are there markets you want to explicitly avoid or deprioritize (regulatory risk, low monetization, rights complexity)?
- How granular do you want modeling by territory/window (country, region, DMA, or pan-region)?
- What known licensing, regulatory, or rights constraints would materially change a territory’s priority for you?
Who Would You Want on Your Side—Really?
- Why would working with the same incumbent partner again be the wrong move for growth—what choice or leverage do you feel you’re missing now?
- Which partner types should we prioritize pursuing (select up to three)?
- What specific partner behaviors or capabilities matter most to you (e.g., featured placement, co-marketing budget, subscriber billing integration, data sharing)?
- Are there individual partners you view as must-haves or absolute redlines? Please list and explain why.
- How important is a partner’s willingness to participate in performance-based economics (e.g., subscriber-share, CPA) versus guaranteed minimums for you?
How Far Will You Bend For Distribution?
- What types of content or promotional commitments are you willing to make to secure distribution (featured windows, early access, temporary exclusivity)?
- Would you consider granting short-term exclusivity if it meaningfully reduces CAC or guarantees placement? If so, how long is acceptable?
- Are there content rights or licensing clauses that cannot be altered (e.g., international windows, pre-existing platform deals)? Please specify.
- How would promotional commitments (free trials, bundled months, discounted rates) be approved internally—who signs off and what finance tests apply?
- What internal metrics or guardrails would make you pull back from a distribution deal that drives subs but compresses near-term revenue (e.g., minimum ARPU, churn limits)?
If This Deal Doesn’t Improve CAC, What Happens Next?
- How much downside are you willing to accept in a partner economics test before you escalate or stop the program?
- What is your preferred engagement economics with an advisory firm—retainer, commission, hybrid—or do you need flexibility tied to outcomes?
- If our negotiation process delivered terms but not the exact subscriber uplift you hoped for, what compensations or governance would convince you it was still worthwhile (reporting cadence, revisit clauses, performance escalators)?
- Who in your organization needs to be continuously updated during a 90‑day negotiation (roles and preferred reporting cadence)?
- Are there procurement or legal processes (RFPs, vendor panels, NDAs) that will shape how quickly we can engage partners?
Practicalities & Data — How Ready Are You To Run Numbers Together?
- Do you have recent benchmarking or comparable carriage deals (terms, MGs, promo commitments) we can review, or should we rely on our database?
- What specific datasets can you share to model outcomes (subscriber cohorts, ARPU by region, churn curves, current promo performance)?
- How comfortable is your finance team with models that trade short-term revenue for long-term subscriber economics (are they open to NPV or cohort modeling)?
- What internal approvals or data-room access will we need to run territory-by-territory financial simulations?
- Are there privacy or data-sharing constraints (GDPR, CCPA, corporate policies) that would limit partner-level measurement or attribution?
What Would Success Actually Feel Like?
- Imagine it’s 6 months after launch: what three signals would make you say this program exceeded expectations?
- Beyond raw subscriber counts, which qualitative changes would indicate a real win (e.g., better brand presence on partner UI, stronger product integration, new data flows)?
- What would change in your team's priorities or org structure if distribution became a reliably lower-cost channel for acquisition?
- What is a realistic timeline for you to evaluate results and decide whether to scale a successful partner program?
- If you were to give us one non-negotiable constraint and one aspirational goal for our engagement, what would they be?
Next Steps: What Would Make This Easy To Start?
- Which pilot scope would you prefer to start with (single partner country pilot, multi-partner domestic test, or full territory rollout)?
- What documents or approvals can you make available in the first 7–14 days to accelerate modeling and outreach (content rights summary, recent P&L by territory, incumbent deal terms)?
- Who should our primary point of contact be for operational coordination, and what is the best way to keep stakeholders informed?
- How would you like us to present modeled tradeoffs (interactive dashboard, slide deck with scenarios, or written memo)?
- Are you ready to commit to a 90‑day structured negotiation process if the initial modeling meets your thresholds?
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Solution Experience
Use customer-specific scenarios and modeled outcomes to show how carriage, bundles, and promos reduce acquisition cost and grow subscribers.
Experience Meetings
- Solution Experience — Prep & Alignment
- Customer Data Review & Benchmarking Confirmation
- Scenario Modeling Workshop — Carriage, Bundles & Promotions
- Partner Offer Simulation & Negotiation Playbook
- Validation & Executive Decision Review
- Create a negotiation playbook document with offer templates, redlines, and escalation steps.
- Quantified CAC, incremental subscribers, and revenue for each scenario are accepted or flagged for revision.
- Identify the scenario(s) that materially reduce CAC below LTV and are worthy of negotiation.
- Surface sensitivity-driven deal-breakers and mitigation levers for negotiation.
- Analytics team to produce a slide pack with exported scenario outputs and a one-page KPI summary for exec review.
- Customer to indicate top 1–2 scenarios to advance into partner outreach simulations.
- Modeler to run any requested sensitivity re-runs within agreed SLA and circulate results.
- Objective & Negotiation Principles
- A concrete negotiation playbook is agreed that maps modeled outcomes to specific asks and concessions.
- Team has validated through simulation which levers most effectively reduce CAC in practice.
- Redlines, fallback positions, and escalation paths are documented and accepted by the approver.
- Templates and metrics for partner evaluation during actual negotiation are finalized.
- Introductions & Objective
- Assign negotiation leads and confirm partner outreach sequence and timing.
- Prepare carrier-specific one-pagers translating scenario KPIs into partner-facing asks.
- Executive Summary (3 slides)
- Executive sign-off on the recommended scenario and permission to proceed to Solution Scope.
- Clear acceptance criteria and KPIs are recorded that will determine success in negotiation.
- Risks and mitigations are accepted so negotiations can proceed without repeated escalation.
- Schedule and owners for Solution Scope kickoff are confirmed.
- Document executive sign-off and circulate decision record with acceptance criteria.
- Schedule Solution Scope kickoff and assign primary leads for negotiation execution.
- Deliver the executive one-page summary and KPI pack to relevant approvers and external stakeholders as needed.
- Customer endorses a single concise Current State statement that will drive the experience.
- Consequence is quantified and agreed (cost-to-acquire delta, revenue risk) to create urgency.
- Clear, measurable Future State outcome is defined and accepted by stakeholders.
- All required data and benchmark sources are identified with owners and delivery dates.
- Stakeholder roles and meeting cadence for the Solution Experience are confirmed.
- Customer to deliver missing datasets (subscriber cohorts, CAC by channel, LTV assumptions, current carriage terms) by assigned date.
- Facilitator to circulate the finalized one-sentence Current State, Consequence figures, and Future State within 24 hours.
- Assign internal SMEs and customer approver for model assumptions and scenario sign-off.
- Data Ingestion Summary
- All input data is validated or an action plan exists to fix gaps.
- Benchmark comparables are finalized and defensible for negotiation leverage.
- Modeling assumptions and high-impact sensitivities are agreed so scenarios reflect reality.
- Customer provides explicit sign-off to proceed to scenario modeling.
- Data owner to correct flagged data issues and re-submit cleaned files.
- Analyst to finalize the benchmark comp set and circulation of metadata for each comp.
- Customer to confirm or adjust core modeling assumptions in writing.
- Recap Preconditions
- Customer sees concrete modeled outcomes that prove whether the Future State is achievable.
- Scenario 1 — Carriage-Only Offer
- One-sentence Current State
- Subscriber & Revenue Performance Review
- Simulation Round A — Carrier Offer & Response
- Modeled KPI vs. Target
- Scenario 2 — Carrier Bundle + Promo
- Key Risks & Mitigations
- Surface Consequence
- Simulation Round B — Bundle Variant & Promo Structure
- Benchmark Comps & Relevance
- Scenario 3 — Device/Platform Bundle with Exclusives
- Define Future-State Outcome
- Decision & Acceptance Criteria
- Assumptions & Sensitivity Flags
- Tradeoff Mapping & Redlines
- Finalize Negotiation Playbook
- Comparative Dashboard & Sensitivity
- Validation & Sign-off
- Next Steps & Hand-off
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Solution Scope
Define the advisory deliverables, benchmarking scope, financial modeling outputs, target partner list, and the 90‑day negotiation playbook.
Scope Configuration
- Prepare deal term sheet and draft carriage agreement
- Negotiate minimum guarantees and revenue share splits
- Structure performance escalators and makegood clauses
- Negotiate bundling, packaging and promotional placement commitments
- Model subscriber CPA and LTV under proposed deal terms
- Run competitive multi-partner auction and bid process
- Deliver comparable-deals benchmark comp sheet
- Coordinate technical onboarding and app preinstall/deeplink integration
- Draft co-marketing campaign specs and crediting terms
- Set up reporting templates, payment waterfall, and audit rights
- Negotiate territory, windowing, and exclusivity schedules
- Manage contract execution and distributor signature process
- Administer advance payments, MG reconciliation, and invoicing
Scope Questions
Prepare deal term sheet and draft carriage agreement
- Do you need a high-level term sheet only or a full draft carriage agreement?
- What is the primary legal jurisdiction or governing law for the agreement?
- Are there required regulatory or compliance clauses (e.g., telecom, privacy) to include?
- Which commercial protections are mandatory in the draft (e.g., MG, rev share floor, termination for convenience)?
- Do you have standardized boilerplate or preferred legal language we must use?
- What is your target timeline to produce an initial draft for review?
Negotiate minimum guarantees and revenue share splits
- Are you seeking Minimum Guarantees (MG), revenue share, or a hybrid structure?
- If MGs are desired, do you have target ranges or floors in mind?
- What contract term lengths are acceptable for MG amortization?
- Do you require downside protections such as revenue floors, true-ups or clawbacks?
- Which revenue streams should be included in the split (subscription, ads, in-app purchases)?
- Do you have historical distributor revenue or uptake data available for baseline negotiations?
Structure performance escalators and makegood clauses
- Should escalators be tied to subscriber counts, revenue thresholds, viewership, or a combination?
- What trigger metrics and measurement sources do you consider acceptable for escalators?
- Preferred frequency for escalator adjustments (e.g., quarterly, annual, milestone-based)?
- Do you require makegood remedies (e.g., credits, extended promos, placement fixes) if partner misses commitments?
- Do you want caps or floors on escalator amounts and, if yes, what are acceptable limits?
- Will you need audit or verification rights tied to escalator triggers?
Negotiate bundling, packaging and promotional placement commitments
- Which bundling strategies are you prioritizing (e.g., operator bundles, device bundles, cross-service packages)?
- Do you require guaranteed placement in partner UIs, featured slots, or algorithmic promotion?
- Are trial/introductory periods, discounted pricing or free months expected as part of promotions?
- Should bundle subscribers be credited to the service for reporting and revenue calculations?
- Do you expect content-level promotional commitments (e.g., homepage takeovers for specific titles)?
- Which partner types or carriers should be prioritized for bundling discussions?
Model subscriber CPA and LTV under proposed deal terms
- Do you have existing CPA and LTV benchmarks we should use as a starting point?
- What LTV horizon should the model use (12, 24, 36 months or custom)?
- Which inputs can you provide immediately (ARPU, churn by cohort, CAC, promo uplift rates, incremental retention)?
- Which output deliverables do you require (detailed workbook, executive summary, territory-level CPA, scenario sensitivities)?
- How many sensitivity scenarios should we model (e.g., base, best, worst, carrier-specific)?
- Do you require integration of proposed commercial terms (MG, rev share, promotional credits) directly into the model?
Run competitive multi-partner auction and bid process
- How many distribution partners should be included in the competitive process?
- Which auction or bid format do you prefer (sealed, iterative rounds, negotiated bilateral, hybrid)?
- Are NDAs and confidentiality controls required before outreach?
- Who will lead partner outreach and relationship management during the process?
- Do you require a formal scoring matrix to evaluate partner proposals?
- What is your desired start date and duration for the 90-day competitive process?
Deliver comparable-deals benchmark comp sheet
- Do you already have comparable deals we should include or validate?
- Which deal elements are highest priority for benchmarking (MG, rev share, promo commitments, exclusivity windows)?
- Which geographies or markets should benchmarks focus on?
- Do you require anonymized aggregate benchmarks or named, source-verified comps where available?
- How frequently do you want the comp sheet updated during negotiations?
- Do you need a citation or source file for each benchmark entry?
Coordinate technical onboarding and app preinstall/deeplink integration
- Which technical integrations are required (app preinstall, deeplink, SSO, DRM, analytics)?
- Does the partner require an SDK or special build for integration?
- Who will own engineering delivery and timelines (client, partner, advisory coordinator)?
- What is the target timeline for technical launch after contract signature?
- Do you require test plans, QA sign-off criteria, and rollout checklists?
- Will you need ongoing post-launch technical support and SLAs?
Draft co-marketing campaign specs and crediting terms
- Which co-marketing assets and channels should be specified (email, in-app, O&O, social, TV)?
- What crediting model do you prefer for co-marketing-driven subscribers (subscriber crediting, impression-based, revenue share)?
- Which KPIs must be included in campaign measurement and reporting?
- Do you need creative specs, templates and approval workflows documented?
- What is the expected budget model for co-marketing (partner-funded, cost-share, client-funded)?
- Are there required attribution windows or lookback windows for campaign crediting?
Set up reporting templates, payment waterfall, and audit rights
- What reporting cadence do you require (daily, weekly, monthly, quarterly)?
- Which KPIs and fields must be included in the standard reporting templates?
- Do you require a formal payment waterfall and priority waterfall rules documented?
- Are audit rights and reconciliation processes required to validate partner reporting?
- Which delivery mechanism do you prefer for automated reports (SFTP, API, email CSV)?
- What invoice and payment terms are acceptable (Net 30, Net 45, Net 60, other)?
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Mutual Commit
Finalize engagement economics (retainer vs. commission), confidentiality, decision governance, and acceptance criteria for success.
Agreement Modules
- Master Services Agreement (MSA)
- Statement of Work (SOW)
- Fee & Compensation Schedule
- Confidentiality & Data Sharing Agreement
- Decision Governance & Signatory Authorities
- Acceptance Criteria & Success Metrics
- Payment Terms & Invoicing Schedule
- Exclusivity & Conflict of Interest Addendum
- Termination & Wind‑Down Agreement
- Intellectual Property & Deliverables License
- Compliance & Representations Warranty
- Onboarding & Kickoff Checklist
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Negotiation Execution
Operationalize the 90‑day negotiation with readiness checks, competitive outreach, and deal verification.
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Pre-Deployment Readiness
Prepare benchmarking dossiers, rights inventory, financial models, and carrier outreach materials for negotiation.
Readiness Questions
Start Here: Your Distribution Moment
- What's the immediate trigger pushing you to explore new carriage or bundling partnerships today?
- Who is the internal owner for evaluating and signing distribution deals (role and name if comfortable)?
- What is your target decision timeline from initial discussions to signed term-sheet?
- How would you describe current leadership sentiment toward external negotiation advisory firms?
- Please list the single most important constraint we should know before any outreach (e.g., confidentiality, impending public announcement, blackout windows).
If You Keep Doing What You're Doing, What Breaks First?
- How confident are you that current DTC acquisition channels will sustain profitable growth over the next 12 months?
- Share your best-available CAC and LTV (or LTV:CAC ratio) for the past three quarters. Please include currency and any segmentation (e.g., mobile vs desktop users).
- Which acquisition channels have you already reduced or paused because ROI dropped below target?
- How do you currently attribute new subscribers from carrier or bundling partnerships versus DTC campaigns?
- Tell us about the last time a distribution deal materially moved your subscriber economics—what changed and how did it feel for the team?
Who Holds the Cards (and How Quickly Will They Play Them)?
- If a partner offered a fast, generous promo in exchange for a short exclusivity window, who in your organization could approve that trade within 48 hours?
- What internal governance steps usually slow or block a licensing/carriage agreement (e.g., finance sign-off, legal review, content calendar approvals)?
- What budget authority model do you prefer for advisory engagements: retainer, commission on closed deals, or a hybrid?
- Are there specific contractual terms that are absolute no-go’s for you (e.g., long minimum guarantees, broad exclusivity, onerous audit clauses)? Please list.
- Who on your team will own post-signature integration and launch handoff with partners (roles and any known capacity constraints)?
What Would Real Success Look and Feel Like?
- If a carriage or bundle deal reduced average CAC by 30% while maintaining LTV, what would that enable for your business in the next 12 months?
- What are the three KPI anchors leadership will judge a distribution partnership on (e.g., net new subs, blended CAC, churn, ARPU uplift)?
- What is the minimum acceptable timeframe within which you expect to see measurable subscriber economics from a new carriage deal?
- In an ideal world, what territory or platform expansion would change your growth trajectory most dramatically?
- How important are non-financial wins (brand placement, promotional windows, editorial support) relative to pure subscriber economics?
What’s in Your Current Playbook (and What’s Missing)?
- How would you describe the quality and recency of your benchmarking data on comparable carriage and bundling deals?
- Do you currently maintain a rights inventory (territories, windows, exclusivity clauses) that we could use for modeling?
- Which historical deal elements have you found most impactful when negotiating—minimum guarantees, escalators, promos, co-marketing credits, or other?
- Share one example of a past negotiation where you wish you had better leverage or data—what would you have done differently?
- Which internal systems or reports would we need access to in order to build accurate financial models (e.g., subscriber cohorts, churn by channel, revenue recognition data)?
Partners: Who’s On the Shortlist — and Who Shouldn’t Be
- If you had to pick three distribution partners to prioritize—who are they and why would each matter to your strategy?
- Which partner types are you most willing to pursue right now?
- Are there partners you absolutely do not want to engage with? If so, why (brand fit, competitive conflict, payment terms)?
- How do your existing relationships with carriers or device platforms currently influence your appetite for competitive outreach?
- What partner deal structures have felt most risky to you in the past (e.g., long exclusivity, variable rev-share, high marketing obligations)?
Practical Next Steps: What Would Make Leadership Say Yes?
- What’s the smallest proof point that would get leadership to greenlight a 90‑day competitive negotiation (e.g., modeled improvement to CAC, sample benchmarking dossier, partner interest note)?
- Which of the following engagement structures would you be most comfortable starting with?
- What internal obstacles could prevent a rapid start (e.g., procurement process, confidentiality approvals, legal redlines)?
- How soon could you commit relevant stakeholders to a kick-off workshop (distribution, commercial, content, finance)?
- What would be your single, non-negotiable acceptance criterion for moving from discovery to an executed engagement?
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Negotiation Execution
Run the structured 90‑day competitive negotiation process—outreach, proposals, iterative offers, and leverage management across partners.
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Validation Checklist
Verify agreed commercial terms, promotional commitments, exclusivity windows, and handoff requirements for integration and launch.
Validation Questions
Quick Check‑In: Where are we right now?
- In one short paragraph, summarize the current state of this negotiated deal (what’s signed, verbal commitments, and any outstanding paperwork).
- Which internal stakeholders have reviewed the final commercial term sheet and feel comfortable with it?
- Which partners have provided fully executed agreements versus soft/verbal approvals?
- Are there any clauses you expect to change between the negotiated term sheet and the signature-ready contract? If so, list them briefly.
- How confident are you that the written contract will match the negotiated commercial intent?
- Who on your side will be the primary day‑to‑day contact for final signoffs and rapid clarifications during the signature phase? Include name, role, and preferred contact method.
Are we sure everyone agreed to the same things?
- If someone on your commercial team read the contract today, where might their interpretation differ from what the negotiation team promised?
- Which specific commercial elements have historically caused interpretation gaps in your deals (select all that apply)?
- Who outside your core deal team (e.g., content operations, ad sales, product) must be read into the final contract to avoid later misunderstandings?
- Are there any negotiated concessions you expect the partner to ask to re‑define in contract language (and why)?
- How should we structure a rapid internal alignment check if a contractual wording dispute emerges in the final hour?
Who’s actually accountable when something breaks?
- If a committed promo or placement doesn’t run on day one, who is empowered to resolve it immediately and what authority do they have?
- Which party (client, partner, or joint) owns operational responsibility for subscriber onboarding, tracking, and reconciliation?
- List the escalation path for commercial disputes from first responder to final decision maker (names/roles and SLAs for response).
- Are there any internal constraints (budget cycles, legal holidays, exec travel) that could block timely escalation or signoff during launch windows?
- How comfortable are you with delegating limited approval authority to a negotiated on‑call decision owner for the first 30 days post‑launch?
Will our promotions and exclusivity behave like we planned—or derail the economics?
- If a partner shortens an agreed promo period by two weeks, what impact would that have on your subscriber acquisition and revenue targets?
- Which promotional commitments are mission‑critical versus nice‑to‑have (select all that are mission‑critical)?
- How will the partner prove they ran the agreed promotional placements (what artifacts or reporting will you accept)?
- Are there hard exclusivity dates that, if violated, would trigger make‑good obligations or financial penalties?
- How do you feel about the partner’s historical reliability running promos of this scale (pick best fit)?
What could stop integration from actually shipping?
- If the integration team had to pick the single biggest technical risk delaying launch, what would they name?
- Which integration components are already signed off (select all that apply)?
- What exact artifacts do your engineering and product teams need from the partner to complete integration (APIs, test accounts, sample payloads—list specifics)?
- Has the partner committed to integration SLAs (response times, bug‑fix windows, staging environment availability)? If so, summarize.
- How would a one‑week slip in integration readiness affect your marketing and billing plans?
How will we measure success — not just signals?
- Which 3 metrics will you use to declare this partnership a success at 30, 90, and 180 days (be specific: e.g., incremental paid subs, CAC, retention at 30 days)?
- Which data sources will be authoritative for those metrics (select all that will be used for reconciliation)?
- How frequently do you need automated reconciliations (daily, weekly, monthly) to feel comfortable with subscriber accounting?
- If adoption or CAC deviates from model by >20% in the first 90 days, what corrective actions are authorized without renegotiating commercial terms?
- Who will own the ongoing performance reviews (name/role) and when is the first joint performance checkpoint scheduled?
If this deal runs off course, what then?
- What contract remedies or make‑goods are included if the partner fails to deliver agreed placements or promo commitments?
- Describe a realistic escalation timeline from first missed commitment to formal dispute (who acts at which hour/day).
- Are there predefined termination triggers tied to performance thresholds? If yes, summarize them.
- If a partner misses a critical KPI, are we prepared to redeploy marketing dollars elsewhere quickly? If so, where would those funds go?
- How does this partnership fit into your backup plan for distribution if it fails to meet expectations?
Final readiness: the two‑minute launch checklist
- Which of the following items are fully complete and verified for go‑live (select all that apply)?
- What remaining critical item would you want a last‑minute stop‑gap to prevent going live until it’s resolved?
- Who will own the hour‑by‑hour war room during launch day (name/role) and what is their decision authority for fixes?
- Do you authorize a 48‑hour hold policy if any of the top three mission‑critical items fail validation during the final pre‑launch check?
- What immediate post‑launch check should we run at 24 and 72 hours to validate the partnership is delivering as promised (list two checks for each timepoint)?
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Success
Review achieved subscriber economics vs. targets, document lessons learned, and maintain a shared channel for post-deal issues and enhancements.
Success Reviews
- Post-Deal Subscriber Economics Review
- Lessons Learned Workshop (Cross-Functional)
- Operational Handoff & Post-Deal Support Setup
- Optimization & Growth Planning Session
- Quarterly Success Review & Governance
Issues & Enhancements
- Build detailed financial models for each approved pilot and share with stakeholders.
- Create a short training/brief for distribution and content teams summarizing key changes.
- Archive final artifacts (dossiers, models, communications) into the shared knowledge repository.
- Roles & responsibility matrix
- Agree and document a single shared communication channel with SLAs and escalation paths.
- Ensure all operational artifacts required for ongoing support are delivered and accessible.
- Assign clear owners for monitoring, issue resolution, and partner liaison duties.
- Establish reporting cadence and KPI owners for ongoing performance tracking.
- Create the shared post-deal channel and invite defined stakeholders with pinned channel runbook.
- Publish the integrated handoff checklist and confirm outstanding items with owners and due dates.
- Document SLA definitions and on-call rosters; circulate to partners and internal teams.
- Schedule the first 30/60/90-day operational checkpoint meetings.
- Recap performance levers
- Select 2–3 prioritized optimization pilots with clear success metrics and timelines.
- Ensure pilots are operationally feasible and have assigned owners and partner buy-in.
- Establish modeling artifacts and reporting needed to judge pilot success.
- Introductions & meeting objectives
- Prepare partner-facing one-pagers for approved pilots and request partner sign-off.
- Instrument tracking and reporting dashboards to measure pilot KPIs pre-launch.
- Schedule pilot kickoff calls and confirm launch readiness checkpoints.
- Governance cadence & attendees
- Maintain a shared, repeatable governance process with clear decision triggers for partner actions.
- Make informed decisions on renewals, expansions, or escalations based on current performance data.
- Ensure continuous improvement items are tracked and resourced for the next quarter.
- Publish the KPI dashboard with access rights for governance participants.
- Prepare renewal or expansion recommendation packages for partners meeting decision thresholds.
- Refresh the continuous improvement backlog and assign owners for each item.
- Schedule the next quarterly governance meeting and pre-read deadline.
- Confirm whether subscriber economics met, exceeded, or missed targets and quantify the variance.
- Identify the primary drivers behind any variance and which are remediable versus structural.
- Agree immediate corrective actions and owners to address urgent data or commercial issues.
- Establish any decisions needed for contractual adjustments, escalations, or partner communications.
- Produce a reconciled final economics report (by partner/territory/window) and circulate to attendees.
- Run root-cause analysis on top 3 variance drivers and deliver findings in 7 business days.
- Correct or annotate any attribution or tracking gaps and update the measurement playbook.
- If required, draft a partner communication regarding discovered risks for review by commercial lead.
- Workshop framing & pre-work review
- Produce a concrete lessons-learned document with prioritized recommendations.
- Identify specific updates to negotiation playbooks, template clauses, and measurement processes.
- Assign owners and timeline to implement the top 5 improvements before the next negotiation cycle.
- Capture examples and artifacts to seed training and internal knowledge transfer.
- Draft the Lessons Learned report with annotated examples and circulate for comment within 5 business days.
- Update the 90-day negotiation playbook to reflect prioritized changes and submit for approval.
- Targets & baseline recap
- KPI dashboard review
- Timeline & decision checkpoints recap
- Propose optimization scenarios
- Handoff checklist review
- Feasibility & partner constraints
- What worked (success inventory)
- Actual results presentation
- Risk & opportunity review
- Open issues & remediation plan
- What didn't work (pain points)
- Support channel & SLAs
- Prioritization framework
- Variance analysis
- Renewal/expansion decision items
- Data source reconciliation
- Pilot design & success metrics