Partner Retainer is the monthly compensation layer designed for partners who maintain qualified active client activity over time. This guide explains what it is and how to understand your status.
What a partner retainer is
Unlike one-time partner rewards, a retainer is a recurring monthly compensation layer tied to qualification rules.
Step 1: Understand the difference between rewards and retainer
Partner Rewards:
- event-based
- linked to qualifying referral activity
Partner Retainer:
- monthly
- based on sustained qualified client activity
Both systems can work together, but they are not the same.
Step 2: Review your qualification level
Your dashboard and Partner Retainer page may show:
- current status
- active tier
- monthly amount
- next review date
These fields help you understand whether you are already qualified or still building toward the next tier.
Step 3: Watch your qualified client count
Your progress depends on active qualified clients, not just old referral history. This is why retainer status can change over time.
Step 4: Understand monthly review timing
Retainer qualification is typically reviewed monthly. If your qualifying activity falls below a threshold, the retainer may change or become inactive.
Step 5: Review retainer payout history
The Partner Retainer page includes payout history so you can track:
- payout number
- period
- gross amount
- net amount
- status
Final guidance
Partner Retainer should be viewed as a structured performance relationship, not automatic income. The strongest partners monitor qualification regularly and understand exactly what keeps the retainer active.