AFFILIATE MARKETING — PLANNING AND RECONCILIATION WORKSHEET
Space Office | https://www.spaceoffice.ai/blog/affiliate-marketing
Prepared October 17, 2026

Use one copy for one reader question, content asset, and program.
Keep confidential customer information out of the planning packet.
The blank fields are planning aids. The completed example is fictional.

1. READER AND USEFUL DECISION
Publisher / owner:
Reader and situation:
Exact buying question:
What the reader should understand:
Relevant audience evidence and source date:
Appropriate next action:
What this recommendation will not attempt to answer:

2. PRODUCT EVIDENCE
Product / version:
Manufacturer source and checked date:
What I personally examined:
Method, date, conditions, and limits:
Facts supplied by the merchant:
Questions still unanswered:
Relevant alternative / reason another choice may fit:
Permission to use each supplied asset:
Reviewer and required expertise:

3. PROGRAM TERMS — USE THE CURRENT AGREEMENT
Program / owner:
Terms URL or approved document and date:
Admission / approval status:
Qualifying action:
Eligible products and customers:
Commission base and calculation:
Attribution rules and relevant window:
How competing links, codes, or devices are handled:
Exclusions, cancellations, returns, and other adjustments:
Permitted channels and restrictions:
Permitted brand / image / copy use:
Approval timing:
Payment timing, thresholds, and stated deductions:
Contact for clarification:
Open questions and who resolves them:

4. PILOT BRIEF AND PUBLICATION CHECK
One planned asset and reader task:
Approved evidence packet:
Production cash limit and separately tracked owner time:
Distribution route permitted by the program:
Draft disclosure of the commercial relationship:
Disclosure placement in the actual article / post / video:
Paid-link implementation reviewed by the site owner:
Destination and tracking test:
Factual and permission review:
Human publication decision, version, owner, and date:
Review date and maintenance owner:

5. RECONCILIATION LOG — KEEP THE COUNTS SEPARATE
Content version / placement:
Matched reporting period and group:
Definition and source of valid outbound clicks:
Attributed actions:
Approved actions:
Pending actions:
Returned / cancelled / excluded actions:
Eligible approved value:
Applicable rate or fixed payment:
Approved commission:
Actual payment received and record:
Adjustments / unresolved discrepancies:
Production and other operating costs:
Owner time and whether it has been priced:
Measurement limitations:
Decision: continue / revise / stop
Reason, next action, owner, and review date:

COMPLETED FICTIONAL EXAMPLE — SMALL-DESK LIGHT GUIDE
Reader: remote worker choosing a light for a shallow table.
Task: understand base fit and adjustment limits before following a link.
Evidence: publisher's documented fit inspection plus current product facts.
Program permission: guide and newsletter placement are allowed in this example.
All rules, costs, rates, and results below are invented, not a real offer.

Valid outbound clicks in the matched group: 240
Attributed orders: 12
Approved orders: 9
Returned orders: 2
Pending orders: 1
Eligible value per approved order: $80
Eligible approved value: 9 x $80 = $720
Illustrative commission rate: 8%
Approved commission: $720 x 0.08 = $57.60
Approved-order rate for this group: 9 / 240 = 3.75%
Production cash cost: $90
Approved commission less that cash cost: $57.60 - $90 = -$32.40
Actual payment: verify separately; no payment is invented for this example.
Other operating costs, tax, and unpriced owner time are excluded from this
limited cash comparison. It is not a complete profit calculation.

Example decision: maintain the useful fit guide, resolve the pending record,
and review the commercial arrangement and effort before adding more assets.

SPACE OFFICE HANDOFF
Inputs: approved audience evidence, actual product observations, current
program documents, source links, brand constraints, and permission boundaries.
Magnesium: partner-fit research and questions.
Nitrogen: evidence-backed brief and copy.
Hydrogen: coordination and review against the brief.
Human owner: verifies evidence, terms, arithmetic, permissions, link setup,
and all decisions about contact, agreement, publication, and payment.
Account access and external actions require authorized setup and approval.