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
Partner Lifecycle Playbooks
Step-by-step guides for each stage of the partner journey: from identification through recruitment, activation, enablement, and growth.
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
Ready to Operationalize Your Partner Program?
Get the complete partner operating model toolkit and start executing your partner strategy today.