Course roadmap

Module 4 of 8

Choose your operating model

Compare in-house teams, agencies, networks and tracking platforms without confusing their roles.

19 minutes3 lessonsNo sign-in required

By the end

Create a shortlist and ask vendors the questions that expose real cost and responsibility.

01

Separate technology from management

A network or platform can provide tracking, reporting, contracting and payments. It does not automatically provide strategic partner management. An agency or internal team usually handles relationships and growth.

  • Map every required job to an owner.
  • Confirm what service is included in platform fees.
  • Ask who owns partner data and relationships.

02

Compare in-house and agency models

In-house teams offer close brand knowledge and control. Agencies may bring specialist talent and established relationships. A hybrid model can work when responsibilities and decision rights are explicit.

  • Price is only one selection factor.
  • Assess team continuity and category conflicts.
  • Set response times and reporting expectations.

03

Read pricing carefully

Costs can include setup fees, monthly platform charges, transaction overrides, minimums, retainers, performance fees, paid placements and integration work. Public pricing is often incomplete.

  • Model fixed and variable costs together.
  • Label estimates as estimates.
  • Request a full sample invoice for your expected volume.

Worked example

A practical responsibility map

The brand approves commercial terms and creative. The agency recruits and manages partners. The network tracks, contracts and pays. Finance reconciles invoices. Legal reviews policies. Each handoff has one named owner.

Common mistake

Watch for this

Buying technology and assuming partner recruitment is included, or hiring an agency without confirming which platform and third-party costs sit outside its fee.

Manager checklist

Put this module to work

  • ✓List every operating responsibility.
  • ✓Assign each job to brand, platform or agency.
  • ✓Request complete pricing and contract terms.
  • ✓Check references for the actual team proposed.

Check your understanding

What should a vendor comparison include beyond the quoted fee?

See it in practice

Use real research as your workbook