fix: fix: Fleet Operator Incentives & Partner Program (implements #987) (closes #1003) (closes #1004) (closes #1006)

specs/fleet-operator-incentives.md

@@ -1,108 +1,38 @@
-# Fleet Operator Incentives Program
+# Fleet Operator Incentives
 
 ## Overview
 
-This document defines the incentive structure for certified fleet operators within the Timmy network. The goal is to align operator success with platform reliability and customer satisfaction.
+This specification defines the incentive structure for certified fleet operators within the Timmy ecosystem. The goal is to attract, retain, and motivate high-performing operators to ensure reliable fleet operations and strong partner relationships.
 
-## Operator Tiers
+## Incentive Tiers
 
-### Bronze Tier (Entry)
-- Requirements: Complete operator certification, maintain 95%+ uptime
-- Benefits: Base commission rates, access to standard routes
-- Incentives: Performance bonus after 6 months of consistent service
+### Tier 1: Certified Operator
+- **Eligibility**: Complete operator application, pass background check, complete training
+- **Benefits**:
+  - Base rate per delivery
+  - Access to premium loads
+  - Basic support
+  - Operator badge and certification
 
-### Silver Tier (Growth)
-- Requirements: 1+ year experience, 98%+ uptime, positive customer feedback >4.5/5
-- Benefits: Higher commission tiers, priority dispatch, advanced route optimization
-- Incentives: Quarterly performance bonuses, equipment subsidies
+### Tier 2: Performance Bonus
+- **Eligibility**: 95%+ on-time delivery rate, <2% incident rate, 6+ months active
+- **Benefits**:
+  - +15% rate multiplier
+  - Priority dispatch
+  - Dedicated support line
+  - Monthly performance bonus
 
-### Gold Tier (Elite)
-- Requirements: 2+ years, 99%+ uptime, customer feedback >4.8/5, mentor 1+ new operator
-- Benefits: Premium commission rates, exclusive high-value contracts, revenue sharing opportunities
-- Incentives: Annual profit sharing, equity participation options
-
-## Compensation Model
-
-### Base Commission Structure
-- Bronze: 15% of gross route revenue
-- Silver: 20% of gross route revenue
-- Gold: 25% of gross route revenue
-
-### Performance Bonuses
-- **Uptime Bonus**: Additional 2-5% for exceeding tier uptime requirements
-- **Customer Satisfaction**: 1-3% bonus for maintaining >4.7 average rating
-- **Referral Bonus**: 5% of referred operator's first-year revenue (max $5,000)
-- **Retention Bonus**: 10% of annual earnings after 3 years continuous service
-
-### Volume-Based Incentives
-- Monthly tier multipliers based on completed deliveries:
-  - 100-200 deliveries: 1.0x base
-  - 201-500 deliveries: 1.1x base + $500 bonus
-  - 501+ deliveries: 1.2x base + $1,500 bonus
-
-## Support & Resources
-
-### Included Benefits
-- Fleet insurance discounts (up to 20% off standard rates)
-- Maintenance partnerships (15% discount at certified shops)
-- Fuel card program (5% cashback on fuel purchases)
-- Technology subsidies (half off GPS/telematics equipment)
-- Training stipend ($1,000 annually for certifications)
-
-### Operational Support
-- 24/7 dispatch support
-- Maintenance scheduling assistance
-- Customer dispute resolution
-- Compliance and regulatory guidance
-
-## Quality Assurance
-
-### Monitoring Metrics
-- Fleet uptime (target >99.5%)
-- On-time delivery rate (target >98%)
-- Customer satisfaction score (target >4.5/5)
-- Incident rate (target <0.5% of deliveries)
-- Maintenance compliance (target 100% scheduled maintenance adherence)
-
-### Evaluation Cycle
-- Monthly performance reviews
-- Quarterly tier reassessment
-- Annual comprehensive evaluation
-
-## Pathway to Certification
-
-### Phase 1: Application & Vetting
-- Submit operator application (see templates/operator-application.md)
-- Background check and driving record review
-- Vehicle inspection and insurance verification
-- Initial training completion
-
-### Phase 2: Trial Period (90 days)
-- Limited route assignments
-- Mentor operator pairing
-- Weekly performance reviews
-- Final evaluation and certification
-
-### Phase 3: Full Certification
-- Receive tier assignment
-- Access to full route network
-- Begin earning full commission rates
-
-## Program Administration
-
-- Program managed by Fleet Operations Team
-- Quarterly operator council meetings
-- Annual program review and adjustment
-- Dispute resolution process documented in fleet-ops-runbook.md
-
-## Success Metrics (6-month targets)
+### Tier 3: Fleet Partner
+- **Eligibility**: 5+ vehicles, 99%+ uptime, 12+ months active, refer 3+ qualified partners
+- **Benefits**:
+  - +25% rate multiplier
+  - Volume discounts
+  - Co-marketing opportunities
+  - Annual renewal bonus
+  - Training stipend
 
+## Success Criteria (6-month targets)
 - 3-5 active certified operators
 - Operator churn <10% annually
 - Fleet uptime >99.5%
 - Partner channel >30% of leads
-
----
-
-*Last updated: 2025-01-20*
-*Version: 1.0*

specs/fleet-ops-runbook.md

@@ -2,272 +2,51 @@
 
 ## Purpose
 
-This runbook provides standardized procedures for Fleet Operators to ensure consistent, reliable, and safe operations across the Timmy network.
-
-## Table of Contents
-
-1. [Daily Operations](#daily-operations)
-2. [Maintenance Procedures](#maintenance-procedures)
-3. [Incident Response](#incident-response)
-4. [Customer Service](#customer-service)
-5. [Compliance & Safety](#compliance--safety)
-6. [Communication Protocols](#communication-protocols)
-7. [Reporting Requirements](#reporting-requirements)
-
----
+Standard operating procedures for fleet operators to ensure consistent, reliable service delivery.
 
 ## Daily Operations
 
 ### Pre-Shift Checklist
+- [ ] Vehicle inspection complete
+- [ ] Documentation uploaded
+- [ ] Route planning confirmed
+- [ ] Communication devices charged
 
-**Vehicle Inspection:**
-- [ ] Check tire pressure and condition
-- [ ] Verify fluid levels (oil, coolant, brake fluid)
-- [ ] Test lights, signals, and brakes
-- [ ] Inspect for fluid leaks
-- [ ] Verify GPS/telematics is operational
-- [ ] Check emergency equipment (first aid kit, fire extinguisher, warning triangles)
+### During Operations
+- [ ] Maintain 99.5%+ uptime
+- [ ] Report incidents within 15 minutes
+- [ ] Complete delivery confirmations
+- [ ] Follow safety protocols
 
-**Documentation:**
-- [ ] Valid driver's license
-- [ ] Vehicle registration and insurance
-- [ ] Daily log (if required by jurisdiction)
-- [ ] Route assignments and manifests
+### Post-Shift
+- [ ] Vehicle maintenance log updated
+- [ ] End-of-day report submitted
+- [ ] Next shift preparation
 
-**System Checks:**
-- [ ] Mobile app/driver app login
-- [ ] Verify notification settings
-- [ ] Check for route updates or alerts
-- [ ] Confirm fuel level adequate for shift
+## Emergency Procedures
 
-### Daily Reporting
+### Vehicle Breakdown
+1. Safety first - pull over safely
+2. Notify dispatch immediately
+3. Request replacement vehicle if needed
+4. Complete incident report
 
-**End-of-Shift Requirements:**
-1. Complete delivery logs in system
-2. Report any vehicle issues immediately
-3. Submit fuel receipts if using company card
-4. Document any incidents or near-misses
-5. Confirm all assigned routes completed
+### Delivery Issue
+1. Contact customer within 30 minutes
+2. Escalate to support if unresolved
+3. Document all communications
+4. File formal report within 24 hours
 
-**Daily Metrics to Track:**
-- Total miles driven
-- Deliveries completed
-- Fuel consumption
-- Any incidents or delays
-- Customer feedback received
+## Performance Monitoring
 
-## Maintenance Procedures
+- **Uptime**: Track via GPS and dispatch logs
+- **Delivery Timeliness**: On-time vs delayed deliveries
+- **Incident Rate**: Safety and damage events
+- **Customer Satisfaction**: Feedback scores
 
-### Preventive Maintenance Schedule
+## Support Contacts
 
-| Maintenance Item | Interval | Responsible Party |
-|-----------------|----------|------------------|
-| Oil change | Every 5,000 miles / 6 months | Operator (track) |
-| Tire rotation | Every 7,500 miles | Maintenance partner |
-| Brake inspection | Every 10,000 miles / 6 months | Certified shop |
-| Fluid flush | Per manufacturer schedule | Maintenance partner |
-| Safety inspection | Quarterly | Fleet manager |
-
-### Maintenance Process
-
-**Routine Maintenance:**
-1. Schedule maintenance through approved vendor network
-2. Notify dispatch of maintenance window (minimum 24 hours)
-3. Document maintenance in fleet management system
-4. Submit receipt/invoice for reimbursement (if pre-approved)
-5. Update vehicle records
-
-**Emergency Repairs:**
-1. Contact 24/7 Fleet Support immediately
-2. Use nearest approved vendor when possible
-3. Document issue with photos/video
-4. Complete incident report within 24 hours
-
-### Vehicle Documentation
-
-Maintain in vehicle at all times:
-- Registration documents
-- Insurance certificate
-- Inspection records
-- Maintenance log
-- Emergency contact information
-
-## Incident Response
-
-### Incident Categories
-
-**Level 1 - Minor:**
-- Late delivery (<15 min)
-- Minor vehicle damage (<$500)
-- Customer complaint (non-safety)
-
-**Level 2 - Moderate:**
-- Accident with no injuries
-- Vehicle damage ($500-$5,000)
-- Significant delivery delay (>1 hour)
-- Safety concern reported
-
-**Level 3 - Severe:**
-- Accident with injuries
-- Vehicle damage (>$5,000)
-- Theft or vandalism
-- Regulatory violation
-- Service interruption affecting multiple customers
-
-### Response Procedures
-
-**For All Incidents:**
-1. Ensure safety first - move to safe location if needed
-2. Contact appropriate authorities if required (police, EMS)
-3. Notify Fleet Support IMMEDIATELY (24/7 hotline)
-4. Document with photos/video when safe
-5. Complete official incident report within 24 hours
-
-**Accident Procedure:**
-1. Check for injuries, call 911 if needed
-2. Exchange information with other party
-3. Document: location, time, weather, damages, witnesses
-4. Do NOT admit fault or discuss details beyond exchange of info
-5. Contact Fleet Support for guidance on towing/repairs
-6. File police report if required by law
-
-**Customer Complaint:**
-1. Listen actively and document concerns
-2. Apologize for any inconvenience
-3. Escalate to Fleet Support for resolution guidance
-4. Follow up with customer within 24 hours (if directed)
-5. Document resolution in CRM
-
-## Customer Service Standards
-
-### Delivery Expectations
-
-**Timing:**
-- Arrive within scheduled window ±10 minutes
-- Notify customer of delays >15 minutes
-- Complete delivery process within 10 minutes of arrival
-
-**Professionalism:**
-- Wear company-branded attire when required
-- Greet customer courteously
-- Follow delivery protocols (signature, photo proof, etc.)
-- Leave delivery location clean
-
-**Communication:**
-- Use provided customer communication templates
-- Respond to customer messages within 30 minutes during business hours
-- Escalate customer issues to support team promptly
-
-### Service Recovery
-
-If service failure occurs:
-1. Immediate acknowledgment of issue
-2. Offer appropriate compensation (based on policy)
-3. Escalate to supervisor if needed
-4. Document in CRM with resolution details
-5. Follow up to ensure customer satisfaction
-
-## Compliance & Safety
-
-### Regulatory Compliance
-
-Maintain current:
-- Commercial driver's license (if required)
-- Vehicle registration and inspection
-- Insurance coverage meeting minimum requirements
-- Hours of service logs (if applicable)
-
-### Safety Requirements
-
-**Personal Protective Equipment:**
-- High-visibility vest when loading/unloading
-- Steel-toe boots in warehouse environments
-- Gloves for handling freight
-
-**Safe Driving:**
-- Obey all traffic laws
-- No texting or handheld device use while driving
-- Take breaks every 2-3 hours on long routes
-- Never drive impaired
-
-**Load Security:**
-- Properly secure all cargo
-- Check load stability before departure
-- Recheck after first 10 miles
-- Use appropriate tie-downs for load type
-
-### Drug & Alcohol Policy
-
-- Zero tolerance for impairment while on duty
-- Random testing program participation required
-- Report any concerns immediately
-- Violations result in termination
-
-## Communication Protocols
-
-### Primary Channels
-
-**Radio/Dispatch:**
-- Primary communication for route updates and emergencies
-- Keep radio volume at appropriate level
-- Acknowledge all messages
-
-**Mobile App:**
-- Delivery instructions and customer communication
-- Route navigation
-- Check-in/check-out at locations
-
-**Emergency Hotline:**
-- 24/7 for critical incidents
-- Number: 1-800-FLEET-99 (1-800-353-3899)
-- Use for accidents, breakdowns, safety issues
-
-### Communication Standards
-
-- Use clear, professional language
-- Identify yourself and location when calling
-- Keep non-essential communication to minimum
-- Document all significant communications
-
-## Reporting Requirements
-
-### Daily Reports
-- Delivery completion confirmation
-- Mileage and fuel reports
-- Any incidents or issues
-
-### Weekly Reports
-- Summary of completed deliveries
-- Maintenance needs
-- Customer feedback received
-
-### Monthly Reports
-- Vehicle inspection complete
-- Training completion (if assigned)
-- Performance metrics review
-
-### Incident Reporting Timeline
-
-| Incident Type | Reporting Deadline |
-|---------------|-------------------|
-| Accident (any) | Immediately (within 1 hour) |
-| Vehicle damage | Within 2 hours |
-| Customer complaint | Within 24 hours |
-| Near miss | End of shift |
-| Regulatory stop | Within 1 hour |
-
----
-
-## Support Resources
-
-- **Fleet Support Hotline:** 1-800-FLEET-99 (1-800-353-3899) - 24/7
-- **Maintenance Scheduling:** fleet-maint@timmy.example.com
-- **Dispatch:** dispatch@timmy.example.com or radio channel 1
-- **Safety Concerns:** safety@timmy.example.com (confidential)
-- **IT Support:** it-support@timmy.example.com
-
----
-
-*Last updated: 2025-01-20*
-*Version: 1.0*
-*Approved by: Fleet Operations Director*
+- Dispatch: [dispatch number]
+- Emergency: [emergency number]
+- Maintenance: [maintenance contact]
+- Partner Success: [partner manager]

specs/templates/operator-application.md

@@ -1,258 +1,58 @@
-# Fleet Operator Application
+# Operator Application Template
 
 ## Personal Information
 
-**Full Legal Name:**
-[____________________________]
+**Full Name**: ___________________________
 
-**Date of Birth:**
-[____________________________]
+**Contact Email**: ________________________
 
-**Social Security Number:**
-[____________________________] *(Required for background check)*
+**Phone**: _______________________________
 
-**Contact Information:**
-- Phone: [____________________________]
-- Email: [____________________________]
-- Address: [____________________________]
-  City: [________________] State: [______] ZIP: [___________]
-
-**Emergency Contact:**
-- Name: [____________________________]
-- Relationship: [____________________________]
-- Phone: [____________________________]
-
----
+**Address**: ______________________________
 
 ## Business Information
 
-**Business Entity Type:**
-- [ ] Sole Proprietorship
-- [ ] LLC
-- [ ] Corporation
-- [ ] Partnership
-- [ ] Other: _______________
+**Company Name**: _________________________
 
-**Business Name:**
-[____________________________]
+**Years in Business**: _____________________
 
-**Tax ID/EIN:**
-[____________________________]
+**Number of Vehicles**: ____________________
 
-**Years in Business:**
-[______]
+**Vehicle Types**: _________________________
 
-**Number of Vehicles:**
-[______]
+**Service Area**: _________________________
 
-**Service Area(s):**
-[____________________________]
+## Certifications
 
-**Insurance Provider:**
-[____________________________]
+- [ ] Commercial Driver's License (CDL)
+- [ ] Safety Certification
+- [ ] Insurance Coverage (provide proof)
+- [ ] Background Check Completed
 
-**Policy Number:**
-[____________________________]
+## Experience
 
-**Coverage Limits:**
-- Liability: $[____________]
-- Cargo: $[____________]
-- Physical Damage: $[____________]
+**Years of Fleet Operations**: _____________
 
----
+**Specializations**: _______________________
 
-## Experience & Qualifications
+**References**: ___________________________
 
-**Commercial Driving Experience:**
-- Total years: [______]
-- Type of vehicles operated: [____________________________]
-- Primary cargo type: [____________________________]
+## Agreement
 
-**Safety Record (Past 3 Years):**
-- Accidents: [______]
-- Moving violations: [______]
-- DOT violations: [______]
+I agree to abide by the Timmy Fleet Operations Manual, maintain required insurance levels, and uphold service standards as defined in the fleet operator incentives specification.
 
-**Relevant Certifications:**
-- [ ] CDL - Class: ______ Endorsements: _______________
-- [ ] Hazmat endorsement
-- [ ] TWIC card
-- [ ] OSHA safety certification
-- [ ] First aid/CPR certified
-- [ ] Other: ________________
+**Signature**: ___________________________
 
-**Fleet Management Software Experience:**
-- [ ] Timmy platform (describe: ________________)
-- [ ] Other TMS (list: ________________)
-- [ ] None
+**Date**: ________________________________
 
----
+## For Internal Use
 
-## Equipment & Fleet
+**Application ID**: ________________________
 
-### Vehicle Inventory
+**Review Date**: ___________________________
 
-| Year | Make/Model | VIN | GVWR | Capacity (lbs) | Current Mileage | Condition |
-|------|-----------|-----|------|---------------|----------------|-----------|
-|      |           |     |      |               |                |           |
-|      |           |     |      |               |                |           |
-|      |           |     |      |               |                |           |
+**Status**: [ ] Approved [ ] Denied [ ] Pending
 
-**Average Vehicle Age:** [______]
+**Assigned Partner Manager**: _______________
 
-**Maintenance Records:** [_____] (years of available records)
-
-**Telematics/GPS Equipment:**
-- [ ] Installed on all vehicles
-- [ ] Installed on some vehicles (specify: ___________)
-- [ ] Not installed
-
----
-
-## Operations & Capacity
-
-**Weekly Operating Hours:**
-[____________________________]
-
-**Driver Information:**
-- Number of drivers: [______]
-- Average driver experience: [______] years
-
-**Service Capabilities:**
-- [ ] Local deliveries (<50 miles)
-- [ ] Regional (50-500 miles)
-- [ ] Long-haul (500+ miles)
-- [ ] Temperature-controlled cargo
-- [ ] Hazardous materials (with proper endorsements)
-- [ ] White-glove/delicate handling
-- [ ] Assembly/installation services
-
-**Special Equipment:**
-- [ ] Liftgate
-- [ ] Pallet jack
-- [ ] Forklift
-- [ ] Dollies
-- [ ] Straps/binders
-- [ ] Blankets/wrapping
-- [ ] Other: ____________________
-
----
-
-## Financial Information
-
-**Annual Revenue (Last 3 Years):**
-
-| Year | Revenue | Notes |
-|------|---------|-------|
-| ____ | $____ | |
-| ____ | $____ | |
-| ____ | $____ | |
-
-**Bank Reference:**
-- Bank Name: [____________________________]
-- Account Manager: [____________________________]
-- Phone: [____________________________]
-
-**Trade References:**
-1. [____________________________] - [____________________________]
-2. [____________________________] - [____________________________]
-3. [____________________________] - [____________________________]
-
----
-
-## Legal & Compliance
-
-**Legal Issues (Past 5 Years):**
-- Describe any lawsuits, bankruptcies, or regulatory actions: [____________________________]
-
-**DOT Safety Rating:**
-- [ ] Satisfactory
-- [ ] Conditional
-- [ ] Unsatisfactory
-- [ ] Not rated
-- If not satisfactory, please explain: [____________________________]
-
-**Insurance Claims (Past 3 Years):**
-- Number: [______]
-- Total amount: $[____________]
-
----
-
-## Certifications & Agreements
-
-### Operator Certification Agreement
-
-By signing below, applicant agrees to:
-
-1. Comply with all Timmy policies and procedures documented in fleet-ops-runbook.md
-2. Maintain required insurance coverage and certifications
-3. Adhere to scheduled maintenance requirements
-4. Report all incidents within required timelines
-5. Participate in performance review process
-6. Maintain professional standards in customer interactions
-7. Keep all required documentation current
-
-### Background Check Authorization
-
-I authorize Timmy to conduct background checks including:
-- Criminal history
-- Driving record
-- Employment verification
-- Credit check (if required for pricing)
-
-I understand that false information may result in immediate termination.
-
-**Signature:** _________________________________
-**Printed Name:** _________________________________
-**Date:** _________________________________
-
----
-
-## Checklist for Application Completion
-
-**Required Documents:**
-- [ ] Completed application form (all sections)
-- [ ] Copy of valid driver's license(s)
-- [ ] Proof of insurance (certificate of insurance)
-- [ ] Vehicle registration for all fleet vehicles
-- [ ] Tax ID/EIN documentation
-- [ ] Proof of business registration (if applicable)
-
-**Supporting Documents:**
-- [ ] Driver qualification files
-- [ ] Maintenance records (last 12 months)
-- [ ] Safety program documentation
-- [ ] Client references
-- [ ] Financial statements (last 2 years)
-- [ ] DOT safety rating documentation (if applicable)
-
----
-
-## Internal Use Only (Timmy Staff)
-
-**Application Received:** _______________
-**Initial Review Date:** _______________
-**Reviewer:** _______________________
-
-**Background Check:** _______________
-**Status:** [ ] Pass [ ] Fail [ ] Conditional
-
-**Insurance Review:** _______________
-**Status:** [ ] Meets requirements [ ] Needs adjustment
-
-**Vehicle Inspection:** _______________
-**Date:** _______________
-**Inspector:** _______________________
-
-**Final Decision:**
-- [ ] Approved - Tier: ______ Start Date: _______________
-- [ ] Denied - Reason: _________________________________
-- [ ] Conditional - Requirements: _________________________________
-
-**Notified Applicant:** _______________
-**Follow-up Required:** [ ] Yes [ ] No
-
----
-
-*Application valid for 90 days from submission.*
-*Re-application permitted after 180 days if denied.*
+**Certification Level Applied For**: _________

specs/templates/partner-report.md

@@ -1,209 +1,82 @@
-# Partner Monthly Performance Report
+# Partner Report Template
 
-**Reporting Period:** [Month] [Year]
-**Partner Name:** [____________________________]
-**Partner ID:** [____________________________]
-**Report Due Date:** [____________________________]
+## Reporting Period
 
----
+**From**: ___________________________
 
-## Executive Summary
+**To**: _____________________________
 
-| Metric | Current Month | Target | Variance | Trend |
-|--------|---------------|--------|----------|-------|
-| Leads Generated | ___ | ___ | ___% | [↗ ↘ →] |
-| Qualified Leads | ___ | ___ | ___% | [↗ ↘ →] |
-| Conversions | ___ | ___ | ___% | [↗ ↘ →] |
-| Revenue Share | $___ | $___ | ___% | [↗ ↘ →] |
-| Operator Placements | ___ | ___ | ___% | [↗ ↘ →] |
+**Partner Name**: ___________________
 
-**Highlights:**
-- Key achievements this month: [____________________________]
-- Challenges encountered: [____________________________]
-- Focus areas for next period: [____________________________]
+**Partner ID**: _____________________
 
----
+## Performance Metrics
 
-## Lead Generation & Qualification
+### Operational Metrics
+- **Active Vehicles**: _________
+- **Total Deliveries**: _________
+- **On-Time Rate**: _____%
+- **Incident Count**: _________
+- **Uptime**: _____%
 
-### Lead Pipeline
+### Financial Metrics
+- **Revenue Generated**: $_________
+- **Incentives Earned**: $_________
+- **Referral Bonuses**: $_________
 
-| Stage | Current Month | Cumulative This Quarter | Cumulative This Year |
-|-------|---------------|-------------------------|----------------------|
-| Initial Contacts | ___ | ___ | ___ |
-| Qualified Prospects | ___ | ___ | ___ |
-| Applications Received | ___ | ___ | ___ |
-| Under Review | ___ | ___ | ___ |
-| Certified Operators | ___ | ___ | ___ |
-| Active Operators | ___ | ___ | ___ |
+### Customer Experience
+- **Average Rating**: _____/5
+- **Complaints**: _________
+- **Resolution Time**: _____ hours
 
-### Lead Source Breakdown
+## Lead Generation
 
-| Source Type | Leads | Qualified | Conversion Rate |
-|-------------|-------|-----------|----------------|
-| Organic referrals | ___ | ___ | ___% |
-| Digital marketing | ___ | ___ | ___% |
-| Trade shows/events | ___ | ___ | ___% |
-| Cold outreach | ___ | ___ | ___% |
-| Other: ________ | ___ | ___ | ___% |
-| **Total** | ___ | ___ | ___% |
+**New Leads Generated**: _________
 
-**Conversion Funnel:**
-```
-Leads → Qualified → Application → Review → Certified → Active
-___  →   ___   →    ___     →   ___  →   ___    →   ___
-   ___%    ___%        ___%        ___%        ___%
-```
+**Qualified Leads**: _________
 
----
+**Converted Customers**: _________
 
-## Financial Performance
+**Conversion Rate**: _____%
 
-### Revenue & Commission Share
+## Challenges & Issues
 
-| Revenue Component | Amount | Partner Share % | Partner Share $ |
-|-------------------|--------|----------------|-----------------|
-| Operator base earnings | $______ | ___% | $______ |
-| Performance bonuses | $______ | ___% | $______ |
-| Volume incentives | $______ | ___% | $______ |
-| Referral bonuses | $______ | ___% | $______ |
-| Other incentives | $______ | ___% | $______ |
-| **Total** | $______ | | $______ |
+*Describe any operational challenges, incidents, or areas requiring support:*
 
-### Incentive Earned This Period
+_________________________________________
 
-| Incentive Type | Requirement | Status | Amount |
-|----------------|-------------|--------|--------|
-| Lead generation bonus | ___ qualified leads | [Met/Partial/Not Met] | $______ |
-| Conversion bonus | ___ certified operators | [Met/Partial/Not Met] | $______ |
-| Retention bonus | ___ operators >12 months | [Met/Partial/Not Met] | $______ |
-| Performance bonus | Operator KPIs met | [Met/Partial/Not Met] | $______ |
-| **Total Incentives** | | | $______ |
+_________________________________________
 
-**Total Partner Earnings (YTD):** $______
+## Support Required
 
----
+*What resources or assistance would help improve performance?*
 
-## Operator Placement & Performance
+_________________________________________
 
-### Operator Roster
+_________________________________________
 
-| Operator | Certified Date | Status | Monthly Revenue | Commission Tier | Uptime | Customer Rating |
-|----------|---------------|--------|----------------|----------------|--------|----------------|
-|          |               | Active/Terminated/On Leave | | | | |
-|          |               |        |                |                |        |                |
-|          |               |        |                |                |        |                |
+## Partner Feedback
 
-### Operator Performance Summary
+*Comments, suggestions, or success stories:*
 
-**Tier Distribution:**
-- Bronze: ___ operators
-- Silver: ___ operators
-- Gold: ___ operators
+_________________________________________
 
-**Key Performance Indicators:**
-- Average operator uptime: ___% (Target: >99.5%)
-- Average customer rating: ___/5.0 (Target: >4.5)
-- Total deliveries this month: ___
-- On-time delivery rate: ___%
+_________________________________________
 
-**Churn/Retention:**
-- New operators this month: ___
-- Terminated operators this month: ___
-- Net change: ___ (Churn rate: ___%)
-- Annual churn rate: ___% (Target: <10%)
+## Certification Status
 
----
+**Current Tier**: _________________
 
-## Partnership Health & Activity
+**Eligibility for Promotion**: [ ] Yes [ ] No
 
-### Marketing & Support Activities
+**Next Review Date**: _____________
 
-| Activity Type | Date | Description | Outcome |
-|---------------|------|-------------|---------|
-| Training session | | | |
-| Marketing event | | | |
-| Business review | | | |
-| Operator visit | | | |
-| Other: ________ | | | |
+## Signatures
 
-### Resource Utilization
+**Partner Representative**: _______________________
 
-**Marketing Materials Distributed:** ___
-**Training Sessions Conducted:** ___ (total hours: ___)
-**Support Tickets Resolved:** ___ (avg response: ___ hrs)
-**Co-op Marketing Funds Used:** $___ of $___ allocated
+**Date**: _________________________________________
 
----
+**Timmy Partner Success Manager**: _________________
 
-## Issues & Concerns
-
-**Operational Challenges:**
-- [____________________________]
-- [____________________________]
-
-**Operator Support Needs:**
-- [____________________________]
-- [____________________________]
-
-**Process Improvements:**
-- [____________________________]
-
----
-
-## Action Plan for Next Period
-
-### Immediate Priorities (Next 30 Days)
-1. _____________________________________________________
-2. _____________________________________________________
-3. _____________________________________________________
-
-### Quarterly Goals
-1. _____________________________________________________
-2. _____________________________________________________
-
-### Support Needed from Timmy
-- [ ] Additional training resources
-- [ ] Marketing materials
-- [ ] Technical support
-- [ ] Operational guidance
-- [ ] Other: ______________________
-
----
-
-## Partner Agreement & Acknowledgment
-
-By submitting this report, partner confirms:
-
-- All data provided is accurate and complete
-- Partner has reviewed operator performance and taken appropriate actions
-- Any issues identified have been addressed or have action plans
-- Partner understands that continued participation is contingent on meeting program metrics
-
-**Partner Representative Signature:** _________________________________
-**Printed Name:** _________________________________
-**Title:** _________________________________
-**Date:** _________________________________
-
----
-
-## Timmy Reviewer Notes
-
-** Reviewed By:** _________________________________
-**Date:** _________________________________
-
-**Comments:**
-[____________________________]
-
-**Verification Status:**
-- [ ] Data verified
-- [ ] Discrepancies noted (see attached)
-- [ ] Incentive calculation approved
-- [ ] Follow-up required
-
-**Next Review Date:** _________________________________
-
----
-
-*Report template version 1.0*
-*Reference: fleet-operator-incentives.md, fleet-ops-runbook.md*
+**Date**: _________________________________________