Partner Program 2026
The partnership built to grow your AI and CX practice.
For 25 years Upstream Works has built AI-powered omnichannel contact center solutions for global enterprises. We are expanding our partner network to bring that expertise — and now Totalix™ and UWXP — to more clients, on more platforms, in more places — through a growing community of value-added resellers, consultancies, expert advisors, systems integrators and other CX vendors.
How does the Upstream Works Partner Program work?
Every partner receives the same access, support and earning opportunity. There are no gates to clear before you can sell and no minimums to maintain your standing. Partners earn a rebate and co-marketing funds on registered deals, and get direct access to Sales, Solutions Engineering, Professional Services and Support from the first conversation. Your client relationships stay yours. Our commitment to partners: we show up, we co-sell, and we support every opportunity regardless of size.
Why partner
The AI and CX opportunity is real — and the market is still wide open.
- 01
Add AI and omnichannel CX to your portfolio
Offer enterprise-grade contact center and AI solutions without building a practice from scratch, on solutions flexible enough to serve a broad range of client environments.
- 02
Generate meaningful, recurring revenue
Earn on the revenue you generate through partner pricing and rebates, with co-marketing funds to amplify your go-to-market investment.
- 03
Sell with confidence
Joint selling support from Sales and Solutions Engineering on every engagement, AI & CX Strategy Workshops to bring to your clients, and a Proof of Value program, technical scoping and proposal support.
- 04
Work with a team that delivers
Direct access to Sales, Solutions Engineering, Professional Services and Support, on opportunities of every size. We do not reserve support for large deals.
How the program works
One principle: the same access, support and earning opportunity for every partner.
Same benefits for every partner
Sales, Solutions Engineering, Professional Services, Marketing and Support, with joint selling and co-delivery across the full customer lifecycle.
Your client relationships are yours
Upstream Works does not initiate direct communication with your clients or prospects without your knowledge and involvement.
We win together
Engage us early. The right expertise behind every deal, from the first prospect conversation through to post-deployment.
What you earn
Straightforward and meaningful.
Partners earn through a combination of rebates and co-marketing funds, alongside partner pricing set out in your Partner Agreement.
New-client rebate
On every approved opportunity registration, paid on receipt of the partner deal payment.
Co-marketing fund
Accrues to your fund on registered deals. Invest in approved marketing and draw a dollar-for-dollar match. New partners may qualify for a Year 1 kickstarter fund.
Rebates and co-marketing funds can be applied together on a transaction. An approved opportunity registration is required for rebates and co-marketing funds, so register early — it also brings the right expertise in to position and win the deal.
Rates and terms shown are the program’s standard terms as of September 2026 and are governed by the signed Partner Agreement. This page is for information and does not constitute a binding offer.
Support
Built to win, deliver and grow.
Support only matters if it moves the numbers that matter to your business. Everything we provide maps to one of three outcomes.
Win more deals
- Joint client meetings and regional sales engagement
- The AI & CX Strategy Workshop turns a cold conversation into a qualified opportunity
- Solutions Engineering-backed demos and a Proof of Value program
Deliver with confidence
- Technical scoping and proposal support that catch risk early
- Premier technical support and a dedicated documentation site
- Direct access to Professional Services on complex engagements
Grow the relationship
- Co-branded campaigns and joint webinars
- The Learning Academy keeps your bench current
- A partner portal with battlecards, solution briefs and your logo on upstreamworks.com
Your first 90 days
Early momentum, by design.
- 01
Executive alignment
An introduction meeting with Upstream Works leadership to align on goals and approach.
- 02
Joint GTM planning
A collaborative session to define target customers, messaging and the initial pipeline strategy.
- 03
Sales enablement and demo
Onboarding to prepare your team to position and sell Upstream Works solutions.
- 04
Co-branded campaign
Planning for your first joint co-marketing initiative.
- 05
Pipeline strategy
Identifying early-stage opportunities and a path to first revenue.
From there the relationship runs on a simple rhythm: annual business planning, quarterly pipeline reviews and ongoing collaboration on every opportunity, backed by a signed partner agreement and your logo on our site from day one.
What we ask of partners
- A signed partner agreement
- An initial joint go-to-market planning session
- Annual business planning and review
- A quarterly catch-up on pipeline and opportunities
- Sales enablement participation
- Ongoing pipeline contribution and opportunity updates
- The Upstream Works logo on your website
Ways to partner
Transact, deliver, refer or integrate.
Resellers
Sell and bill Totalix and the family to your customers — direct, or on the Cisco price list through SolutionsPlus, with marketplace listings planned. Change requests come to you, not to a vendor services queue.
Systems integrators
Implement and run programs with the ENGAGE delivery method — Evaluate, Narrow, Ground, Assemble, Go-live, Evolve — with Professional Services alongside you. No six-month implementation between the order and the first live interaction.
Catalyst Partner Network
Invitation-only, for consultants, executive advisors and systems integrators who influence enterprise CX and AI decisions. Rewards grow with engagement: warm introductions, active deal support and co-led engagements.
Technology partners
Bring your contact center platform, CRM, business application or AI engine to the ecosystem Totalix already runs on and inside.
Partners who sell and deliver Upstream Works today
See the directory →Questions about the program.
Which kinds of partner does the program accept?
Resellers who transact, systems integrators and delivery partners who implement, consultants and advisors who refer through the Catalyst Partner Network, and technology partners who integrate.
What does a partner earn?
Partner pricing set out in your Partner Agreement, a new-client rebate for each approved opportunity registration, and a co-marketing fund accrual on registered deals, matched dollar for dollar when you invest in approved activities. The rebate and co-marketing fund can be applied together.
How does Upstream Works partner opportunity registration work?
Register qualifying new-logo opportunities early through the Partner Portal. Approved registrations stay active for 180 days — an extension may be granted where engagement and progress continue — and unlock the rebate and co-marketing fund on that deal. Your client relationship remains yours throughout.
Does the Upstream Works partner program have minimums or gates?
No. There are no gates to pass before you can sell and no minimum commitments to maintain your standing.
What is the Catalyst Partner Network?
An invitation-only referral and advisory program for consultants, executive advisors and systems integrators who influence enterprise CX and AI transformation. Rewards grow with engagement: warm introductions, active deal support and co-led engagements.
How do I become an Upstream Works partner?
Use the form on this page or email partners@upstreamworks.com. We begin with a program discussion, then a business review to understand your customer landscape, go-to-market structure and growth objectives, and start building a joint plan.
Start the conversation
Let’s build something valuable together.
Tell us about your firm and how you go to market. We start with a program discussion, then a business review, then your 90-day launch.
- Program discussionWe walk through the program together, answer your questions and align on what a partnership looks like in practice.
- Business reviewWe get to know your customer landscape, go-to-market structure and growth objectives, and start building a joint plan.
- Your 90-day launchExecutive alignment, joint planning, enablement, a first campaign and a path to first revenue.
Prefer email? partners@upstreamworks.com
Thanks — your request is in.
We’ve received your application to the partner program.
What happens next
- The Upstream Works partner team will contact you by email.
- Then a program discussion: we walk through the program together, answer your questions and align on what a partnership looks like in practice.
Apply to the partner program
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