Partner Ops

Partner Operations Toolkit Skill

When to Use

• Onboarding new referral partners or affiliates.
• Coordinating partner communications, reporting, and payment processes.
• Auditing partner compliance and performance tiers.

Framework

1. Onboarding Flow – agreements, compliance docs, tax forms, tool access, success plan.
2. Enablement Package – content kits, messaging, FAQs, co-marketing assets, escalation contacts.
3. Reporting Cadence – dashboards, submission tracking, performance reviews, payout schedules.
4. Compliance & Risk – policy acknowledgment, brand guidelines, marketing approval steps.
5. Lifecycle Management – tier upgrades/downgrades, inactive partner re-engagement, offboarding.

Templates

• Partner onboarding checklist (documents, approvals, system access).
• Enablement brief (program overview, assets, CTAs, support channels).
• Quarterly business review deck outline.

Tips

• Centralize partner data (CRM or PRM) with status + compliance fields.
• Pair with launch-program command to ensure partners receive updated kits.
• Automate reminders for reporting deadlines and policy renewals.