# Requesting MDFs from Vendors: Best Practices ### **Research Vendor MDF Programs** * Familiarize yourself with each vendor's MDF program requirements, application process, and reporting expectations. * Review the vendor's MDF program documentation and attend any available training or webinars to gain a clear understanding of their process. ### **Develop a Marketing Plan** * Create a detailed marketing plan outlining the objectives, target audience, tactics, timeline, and expected results of the campaign. * Clearly align the marketing plan with the vendor's products, services, or solutions. * Provide a realistic budget and breakdown of the marketing expenses that you plan to incur during the campaign. ### **Prepare a Compelling MDF Proposal** * Present your marketing plan in a clear and concise proposal, demonstrating the value of the campaign for both your MSP and the vendor. * Highlight the expected return on investment (ROI) and key performance indicators (KPIs) that will be used to measure the success of the campaign. * Emphasize how the campaign will drive demand for the vendor's products or services and strengthen your partnership. ### **Submit the MDF Request** * Follow the vendor's MDF request submission process, ensuring that all required documentation and information is provided. * Submit the request within the vendor's specified time frame, and keep track of any deadlines for reporting or reimbursement claims. ### **Track Campaign Performance and Report Results** * Monitor the performance of the marketing campaign, tracking the KPIs and ROI as outlined in your proposal. * Regularly communicate the progress of the campaign to your vendor contact, providing updates and addressing any concerns. * Complete any required post-campaign reporting, including proof of performance and expense documentation, to ensure timely reimbursement and compliance with the vendor's MDF program requirements. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.themspkb.com/msp-relationships/managing-strategic-relationships/requesting-mdfs-from-vendors-best-practices.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.