Scale Equation. Nat Portman · Operations & scale for reward, cashback, affiliate and creator platforms

Reward, cashback, affiliate and creator platforms

Where does your money stand still?

Follow a transaction from the moment it happens to the moment everyone has been paid. How many times did it stop?

I investigate what's happening underneath the growth in reward, affiliate and creator platforms.

I only work with a small number of leadership teams at any one time.

Nat Portman, founder of Scale Equation, photographed in profile
20Years in operations
4,200Retailers
12Affiliate networks

Is this you

Worth a conversation

  • Revenue is growing faster than the operation underneath it
  • Different teams have different versions of the same number
  • Money takes longer to move than anyone can quite explain
  • Something has become "just how we do it" and nobody remembers deciding
  • The technology is in place and the joins between it are still manual
  • You're about to scale something nobody has stress-tested

You probably don't need me yet

  • You can already say how long money takes to move end to end, and prove it
  • Every stage has a name against it, and that person would agree it's theirs
  • Nothing important depends on 1 spreadsheet or 1 person being at their desk
  • You know exactly what needs fixing and you just need hands

Designed for

  • Cashback, reward and voucher platforms
  • Card-linked and bank-embedded loyalty
  • Employee benefits and incentive platforms
  • Gift card platforms, and anyone managing a float
  • Creator commerce and creator payouts
  • Affiliate networks and partner platforms

2 journeys, 1 business

I follow the money twice.

Most businesses have only ever mapped the first one.

The customer journey The partner journey Where the money can stand still

The second one pays for the first. A member cannot be paid until the merchant has.

YOUR PLATFORM Customerjoins Clicksor acts Transactionhappens Transactionrecorded Transactionapproved Invoiced& paid Customerpaid Do theycome back?

Scale = Growth What stands still

Everyone measures the growth. Almost nobody measures what stands still.

The questions

12 questions most leadership teams never get asked.

01

If I asked how long it takes to get a new partner live, would 3 people in your business give me the same number?

02

When a transaction reverses after you have already told someone they had earned it, what happens next?

03

Who owns the journey from a transaction happening to everyone being paid, end to end?

Every single one is money.

In practice

What that looks like in practice.

Two platforms where nothing looked broken. In both, 1 small change took weeks out of the wait.

Cashback platform · major telecoms programme 90 days to 60, from 1 extra field

One of the largest programmes on the site. Tracking was clean, but nothing could be matched back to a live order, so validation was still being done by hand.

1 change to what we captured made the matching automatic.

Reward platform · national telecoms and media partnership Member payout cut from 60 days to 45

Nothing here was broken. The brand simply refused to settle for "good enough".

A targeted cash-flow fix took a quarter off the wait, and 5-star reviews followed the same quarter.

What people say

"Nat is a pleasure to work with: friendly, proactive and highly strategic. We worked closely together on the BT programme during her time at Quidco, strengthening the partnership, improving operational efficiency and delivering strong results.

In particular, Nat helped introduce a more effective validation process, which improved both performance and the customer experience for people purchasing BT products through Quidco."

Paul StewartVP Strategic Partnerships, AwinLinkedIn recommendation

What working together looks like

5 ways in.

All remote. Fixed scope and fixed price, agreed before we start.

01

The 2-Journey Review

A transaction from sale to money landed. A merchant from onboarding to first commission. Then where the 2 collide, usually in the payment cycle.

02

Build Support

I design it and write the spec. Your developers build it. I don't touch the code.

03

The Quarterly Seat

I come back every quarter and re-walk both - sale to payout, onboarding to first commission - before the new workarounds harden.

04

Before You Buy One

Buying a rewards platform? I tell you whether the operation actually scales.

05

Before They Buy You

Selling or raising? Your accountants tell you what the numbers say. I tell you whether the operations underneath can handle them.

What I look at, in 6 areas →

Where I learned the machine

Awin · Rakuten Advertising · CJ · Partnerize · Tradedoubler · Income Access · Webgains · TradeTracker · Optimise Media · Affiliate Future · Paid On Results · Silvertap

The names change by sector. The machine doesn't.

Where does your money stand still?

Let's find out. Tell me about your platform and I'll come back to you personally within 1 working day.