Partner Program

At triSearch, our clients are our partners. Together we help each
other grow, develop and achieve great things.

About the program

The triSearch Partner program rewards users with enhanced features, functions and services. The program involves milestones that can be achieved by placing orders through the triSearch platform. Every order gets you closer to the next milestone and additional benefits. 

The program has 3 tiers; Essentials, Growth and Premium. 

Criteria and benefits

The triSearch Partner Program is defined by the number of orders a user places through the platform. An order is any paid Search or Service through the triSearch platform and is applicable for both triConvey and triSearch users. The program is per-firm. So all users within your firm will contribute to the order numbers and to achieving the next milestone. 

Please view this page on a desktop or tablet to see the full list of criteria and benefits. 

Criteria and benefits

The triSearch Partner Program is defined by the number of orders a user places through the platform. An order is any paid Search or Service through the triSearch platform and is applicable for both triConvey and triSearch users. The program is per-firm. So all users within your firm will contribute to the order numbers and to achieving the next milestone. 

Onboarding Training Policy

To ensure fair access to onboarding resources and manage repeated non-attendance, the following policy applies to all training sessions:

  • Each client is entitled to 8 onboarding sessions to be used within 90 days of account creation.
  • Clients are permitted up to 2 no-shows without penalty.
  • On the third no-show, the missed session will be forfeited and cannot be rescheduled.

We appreciate your cooperation in respecting the time and availability of our Customer Enablement team.

How the program works

All new Clients

The Partner Program starts from the day you sign up and is evaluated annually from that date.  

On sign-up, you will have 90 days to complete your onboarding training after which your orders will be annualised, your firm will be placed into the appropriate tier and receive the benefits of that tier.

 

Visible at all times

On the triSearch dashboard will be a progress bar giving you complete transparency of how many orders you have placed and how many until the next tier. 

Maintaining your status

To maintain your status every year, simply place the minimum order number for that tier. 

 If you’re falling behind or at risk of not maintaining your status for the following year, you will be alerted and notified on how you can get back on track. 

Growing
your status

If you reach the next tier at any point throughout the year, you are automatically upgraded and have access to all the benefits of that tier.