For Microsoft Partners, co-op marketing funds are a valuable resource—but only if you use them before they expire. These funds are awarded in six-month cycles, and if you don’t spend them in time, you lose them. So, let’s break down how to make the most of these funds and ensure you get reimbursed without any headaches.
Understanding the Co-Op Fund Cycles
Microsoft issues co-op marketing funds in two cycles each year:
- January – June
- July – December
These funds accumulate incrementally, meaning you don’t get the full amount at once but rather build it up over the period. To take advantage, you need to spend the money within the period in which it was earned.
Timing is Everything
Let’s say it’s February, and you see that you have co-op funds available. You need to spend that money by the end of June. But here’s where it gets interesting—after June 30th, you still have 45 days to submit your claim for reimbursement. That means while your spend deadline is June 30th, your submission deadline extends to August 15th.
Some Microsoft Partners prefer to track and submit claims throughout the period, while others wait until the period ends and submit everything at once. Both approaches work—it just depends on how you manage your marketing spend.
How to Get Reimbursed (Fast!)
Once your claim is submitted and approved, you’ll receive your reimbursement in about 30 days or less—bringing us to the best part: PAYDAY! 🎉
Final Thoughts
Co-op marketing funds are an incredible way to boost your marketing efforts without dipping into your own budget. But to take full advantage, you must stay on top of the deadlines and ensure your spending aligns with Microsoft’s guidelines.
Don’t let your funds go to waste—plan ahead, submit on time, and get that money back!
Need help maximizing your co-op funds? TRO Agency has your back! Reach out today and let’s put those dollars to work for your business.