When Microsoft published the FY27 Co-op guidelines earlier this year, a lot of the conversations we were having with partners and distributors changed almost overnight. The questions stopped being "what should we spend our Co-op on?" and became "who can actually help us spend it properly, and get the claim approved?" - which is a very different question, and one that deserves a proper answer.
If you founded a UK Microsoft partner, or you lead marketing at an IT distributor, you've probably started looking at Microsoft channel marketing agencies with that in mind. This guide is here to help you build a shortlist you're confident in. We're not going to run through a list of names and pick holes in them, because that wouldn't be fair and it wouldn't help you much either. Instead, we'll walk through the criteria that really separate a specialist from a generalist, and be open about where Resultful fits.
Why "specialist" matters more than it used to
Don't get me wrong, plenty of good generalist agencies can run a decent campaign. But Microsoft partner marketing isn't the same as marketing a SaaS product or a professional services firm. So much of it is shaped by the ecosystem around it - the incentive programmes, the co-sell motion, Partner Center, the distributor relationship and, of course, Co-op.
For FY27, Microsoft pulled apart the single commerce incentives guide and replaced it with three scenario-based investment programmes: AI Business Solutions, Cloud and AI Platforms, and Security. Activities have been renamed, some have gone altogether, and the bar for proving delivery has gone up. An agency that only works in the Microsoft channel now and again will find that hard to keep up with, and it's usually the partner who pays for it when a claim gets bounced.
That's why we'd always start a shortlist with one simple question: how much of this agency's work is actually inside the Microsoft ecosystem?
For what it's worth, Resultful is the only dedicated Microsoft Partner marketing agency in the UK, and one of only a few globally. We decided to work only with Microsoft partners, distributors and Microsoft itself. Yes, that means we turn some work away, and that's OK, because it's the reason we know this world as well as we do.
The criteria worth comparing
When you're comparing specialist channel agencies, these are the areas we'd encourage you to dig into.
1. Co-op funding management, with evidence to back it up
Ask any agency how many Co-op claims they've been involved in and how many were approved. If they can't answer, that tells you something.
We've created more than 1,000 individual Co-op claims for partners, and we have a 100% Co-op success rate. That's not luck. We scope every campaign so it's eligible from day one, capture the evidence while the activity runs rather than scrambling to rebuild it at the end, and package it up so the partner can submit the claim with confidence. You stay in control of Partner Center, and we focus on the marketing and the proof.
2. Ecosystem expertise that goes beyond the guidelines
Reading the guidelines is one thing (and at around 300 pages, very few people read them cover to cover). Understanding how they play out in real partner businesses is something else entirely.
This is where our work with Microsoft comes in. Alongside our partner clients, we've worked directly with Microsoft to create Co-op content for partners, explaining what the programme is for and how to use it well. It means we're not second-guessing the intent behind the rules, because we've been close to the conversations about how they're explained to partners.
3. Channel fit, whether you're a partner or a distributor
Microsoft partner marketing and IT distributor marketing are related, but they aren't the same job. A distributor has its own goals set by Microsoft, and these usually get passed down to the partners in its network. So the marketing has to do two jobs: build the distributor's own brand and help its partners generate demand.
A good agency should be able to talk comfortably about both, and should understand where MSPs, ISVs, resellers and distributors each sit in your channel marketing strategy. If they need the difference explained to them, keep looking.
4. A track record you can actually check
We've supported 250+ partners, delivered 250+ campaigns, generated £100M+ in pipeline and bring 30+ years of combined experience. Whoever you speak to, ask for anonymised examples (you'll find some of ours in our case studies), ask what happened after the campaign ended and ask how the results were measured. Those answers will tell you far more than a polished credentials document.
Making the FY27 changes make sense
When the FY27 guidelines landed, it was clear that partners needed somewhere to go for plain-English answers, so we built the Microsoft Partner Co-op funds hub.
It brings together everything we've published on Co-op and MDF - how the funds work, what's changed for FY27, what qualifies and how to spend the money well - and new content goes there as the rules change. There's a full guide to the guidelines, 30 Co-op campaign ideas with the activity type to claim each one under, and a 17-question quiz so your team can test how well they really know the rules.
When the changes were still fresh in September, we also ran a session with Molly Ridley, Head of Partner Growth & Marketing at Noteworthy Support. Between us, we stripped the guidelines back to the updates you need to know: what had changed, what it meant in real terms, and what good looks like when you spend the money. As Molly put it during the session, if you've carried an FY26 plan forward, parts of it may now be completely unfundable, and you probably won't find out until you go to claim. The recording is available on demand, and it's well worth an hour of your time if you haven't seen it.
What is a multi-touch campaign?
Of all the FY27 changes, this is the one that's caused the most head-scratching, so it's worth spending a moment on.
Direct mail, email, SMS, digital campaigns and social have all been rolled into a single activity called "Paid media with multi-touch campaign". To claim under it, paid media has to be the lead activity, with at least two eligible supporting activities alongside it. Everything has to run as one coordinated campaign, aimed at the same audience and the same goal. The supporting activities can include:
- A campaign landing page on your website
- Email or direct mail
- Blogs or videos
- SEO, LLMO (large language model optimisation) or GEO (generative engine optimisation) content
- Webinars
- Customer case studies
It's worth pointing out the difference between multi-touch and multi-channel, too. Multi-channel simply describes where your marketing appears. Multi-touch describes how those interactions connect: an advert introduces the problem, a blog explains it, a case study proves you can solve it and an email invites someone to take the next step.
The good news? It's far less scary than it sounds. If you ran ads, you almost certainly sent people to a landing page. Optimise that page properly and you've already got two of your three components. You don't need to create ten thousand things; you need to do a few things well and evidence them. Our multi-touch campaign checklist sets out what qualifies and the evidence each activity needs.
For us, Co-op should support a well-planned campaign rather than be the reason to run one. That's how we approach every multi-touch campaign we deliver, from strategy and creative through to execution, optimisation and the evidence pack at the end.
Building your shortlist
Whichever agencies make your list, the questions stay the same. How much of their work is in the Microsoft ecosystem? How many Co-op claims have they been involved in, and how many were approved? Do they understand the difference between partner and distributor marketing? And can they explain the multi-touch campaign requirements without reaching for the guidelines?
If an agency can answer all four comfortably, you're in good hands.
And if you'd like to chat through your Co-op balance or your plans for the rest of FY27, or just sense-check an idea, we're happy to do that over a 15-minute call, with no obligation and no hard sell. Don't hesitate to get in touch.
Frequently asked questions
How do I compare Microsoft Co-op marketing agencies in the UK?
Start with how much of the agency's work is inside the Microsoft ecosystem. Then compare their Co-op claim record, their understanding of the FY27 guidelines, whether they understand both partner and distributor marketing, and whether their results can be checked through anonymised examples and clear measurement.
What should I ask an agency about Co-op claims?
Ask how many Co-op claims they've been involved in and how many were approved. Resultful has created more than 1,000 individual Co-op claims for partners, with a 100% Co-op success rate.
What changed in the FY27 Microsoft Co-op guidelines?
Microsoft replaced the single commerce incentives guide with three scenario-based investment programmes: AI Business Solutions, Cloud and AI Platforms, and Security. Activities were renamed, some were removed, and the bar for proving delivery went up.
What is a multi-touch campaign under FY27 Co-op?
"Paid media with multi-touch campaign" brings direct mail, email, SMS, digital campaigns and social into one activity. Paid media must be the lead activity, with at least two eligible supporting activities, all run as one coordinated campaign aimed at the same audience and goal.
What's the difference between multi-touch and multi-channel?
Multi-channel describes where your marketing appears. Multi-touch describes how those interactions connect, for example an advert introducing the problem, a blog explaining it, a case study proving you can solve it and an email inviting the next step.
