Partner Operating Model Toolkit
Digital product with partner lifecycle playbooks, segmentation models, success metrics, enablement templates, and quarterly operating rhythm.
What's Included
Complete partner operating model in Notion + Sheets + Docs
Channel Launch Playbooks
Step-by-step guides for each partnership channel: Affiliate Program Launch Playbook, Referral Program Template, Creator Partnership Onboarding Kit, and Co-Marketing Campaign Planner.
Partner Segmentation + Scoring
Frameworks and models to categorize partners by value, potential, and fit. Scoring rubrics to prioritize partner investments.
Success Metrics + Dashboards
KPIs, metrics frameworks, and dashboard templates to track partner program performance and ROI.
Incentive + Tiering Models
Commission structures, tier definitions, and incentive frameworks that align partner behavior with business goals.
Enablement + Onboarding Templates
Ready-to-use templates for partner onboarding checklists, training materials, certification programs, and enablement content.
Executive Alignment + Business Case Kit
Templates and frameworks to build executive buy-in, secure budget, and communicate partner program value to stakeholders.
Quarterly Operating Rhythm
Structured cadence for partner reviews, QBRs, planning cycles, and program optimization. Includes meeting agendas, templates, and workflows.
Toolkit Structure
Organized in Notion for easy navigation and customization
Partner Lifecycle
- Align: Strategy & Planning
- Identify: Partner Discovery
- Recruit: Partner Acquisition
- Activate: Initial Onboarding
- Enable: Training & Certification
- Co-Market: Joint Marketing
- Co-Sell: Sales Collaboration
- Retain: Partner Success
- Grow: Expansion & Scaling
Operations & Analytics
- Partner Segmentation Framework
- Scoring & Prioritization Models
- Metrics & KPI Dashboards
- Reporting Templates
Incentives & Economics
- Commission Models
- Tiering Structures
- Incentive Frameworks
- Payout Templates
Enablement & Content
- Onboarding Checklists
- Training Materials
- Certification Programs
- Co-Marketing Templates
Operating Rhythm
- Quarterly Business Reviews
- Partner Planning Cycles
- Meeting Agendas & Templates
- Program Optimization Workflows
Pricing
One-time purchase or monthly subscription for updates
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Related Resources
Explore related content to learn more
Blueprint
Get a complete partner strategy designed and activated
Partner Lifecycle Stages Deep Dive
Tactical deep dive into all 6 partner lifecycle stages
Framework
The 9-Stage Partner Lifecycle Framework
Partner Onboarding Playbook
30-day timeline with tasks and email templates
Partner Enablement Kit
Training materials and resources
Partner Lifecycle Management Guide
Complete guide to managing partners through all stages