Partner Success Concierge
Managed services to run your referral channel: referral-partner recruitment, referral program ops, partner activation, and recurring-MRR reporting. Full operational support.
Ideal For MSPs Needing Execution
You have the strategy and systems, but need operational support to execute
You Have:
- Referral & partner strategy defined (Blueprint complete)
- Operating model in place (Toolkit implemented)
- Limited internal capacity to execute
- Need to scale referral operations quickly
We Provide:
- Dedicated referral & partner operations team
- End-to-end partner lifecycle execution
- Regular reporting and optimization
- Scalable operations that grow with you
Services Included
Complete referral & partner operations support
Referral-Partner Sourcing + Recruiting
Identify, qualify, and recruit ideal referral partners — clients, vCIOs, centers of influence, and vendor/ISV partners — based on your referral-partner profile. Manage outreach, qualification calls, and the partner acquisition pipeline.
Onboarding + Enablement
Execute referral-partner onboarding workflows, deliver enablement, and ensure partners know exactly how and when to refer.
Referral Activation + Reciprocity
Keep referral partnerships active and balanced: coordinate warm introductions, track give/get between you and each partner, and nudge the meeting cadence so partnerships stay two-sided.
CRM / PRM / PSA Admin
Manage referral-partner data in your CRM, PRM, or PSA, ensure data quality, maintain partner records, and keep systems up to date.
Reporting + QBRs
Generate partner performance reports, prepare QBR materials, facilitate quarterly reviews, and track action items.
Program Optimization
Continuously optimize the referral program based on recurring-revenue performance data, identify improvement opportunities, and implement best practices.
Operating Cadence
Structured rhythm for predictable partner operations
Daily Operations
Partner communications, pipeline management, data updates, and task execution.
Weekly Reviews
Partner performance review, pipeline updates, priority alignment, and weekly status reports.
Monthly Planning
Monthly business reviews, program optimization, partner health checks, and strategic planning.
Quarterly Business Reviews
Comprehensive QBRs with all partners, strategic planning, goal setting, and program roadmap updates.
Example Packaged Outcomes
What you can expect from Concierge services
Month 1-3: Foundation
- 10-20 qualified referral partners recruited
- Partner onboarding process executed
- Initial enablement completed
- CRM/PRM setup and data migration
- Baseline metrics established
Month 4-6: Scale
- 20-30 additional referral partners onboarded
- Referral activation campaigns launched
- Referral pipeline established
- First QBRs completed
- Performance optimization in progress
Ongoing: Optimization
- Continuous partner recruitment and onboarding
- Regular QBRs and performance reviews
- Referral activation and reciprocity management
- Scalable operations that grow with your program
Pricing
Flexible pricing based on scope and scale
Based on number of referral partners, services required, and engagement scope
Up to 25 referral partners, core services
Up to 50 referral partners, full services
50+ referral partners, custom scope
Ready to Scale Your Referral Operations?
Let our Concierge team run your referral channel as a machine while you focus on serving clients.
Related Resources
Explore related content to learn more
Blueprint
Get a complete referral & partner strategy designed and activated
Toolkit
Digital product with referral & partner lifecycle playbooks
How to Launch an MSP Referral Program
Complete guide to launching your partner program
Partner Lifecycle Management Guide
Complete guide to managing partners through all stages
Partner Onboarding Best Practices
Learn proven onboarding strategies
Ecosystem-Led Growth Strategy Guide
Learn how ELG drives sustainable revenue