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基于 SOC 职业分类
| name | partnership-management |
| description | Partner relationships, channel strategy, partner success |
| version | 2.0.0 |
| tags | ["bd","partnership","channel","partner"] |
| agents | ["universal"] |
Comprehensive partnership management including recruitment, enablement, and partner success.
USE THIS SKILL when:
DO NOT USE for:
| Type | Description | Revenue Model |
|---|---|---|
| Referral | Send leads | Commission |
| Reseller | Sell product | Margin |
| Integrator | Build integrations | Revenue share |
| Strategic | Co-sell | Custom |
| Tier | Requirements | Benefits |
|---|---|---|
| Silver | [X] revenue/year | Basic support, margin |
| Gold | [X] revenue/year | Priority support, margin |
| Platinum | [X] revenue/year | Dedicated support, margin |
## Partner Program: [Company]
### Tier Benefits
| Benefit | Silver | Gold | Platinum |
|---------|--------|------|----------|
| Discount | 10% | 15% | 20% |
| Support | Email | Email + Phone | Dedicated |
| Marketing | Co-branded | Featured | Premier |
| Training | Online | Online + Live | Onsite |
### Partner Requirements
| Requirement | Silver | Gold | Platinum |
|--------------|--------|------|----------|
| Min Revenue | $10K/yr | $50K/yr | $200K/yr |
| Certifications | Basic | Advanced | Master |
| Joint Business Plan | No | Required | Required |
## Partner Profile: [Company Name]
### Company Information
| Field | Value |
|-------|-------|
| Name | [Company] |
| Website | [URL] |
| Contact | [Name] |
| Email | [Email] |
### Company Background
- **Founded**: [Year]
- **Size**: [Employees]
- **Revenue**: $[X]
- **Focus**: [Industry]
### Current Business
- [What they sell]
- [Their customers]
- [Strengths]
### Partnership Assessment
| Criteria | Assessment | Fit |
|----------|-----------|-----|
| Market Fit | [X/10] | [Good/Medium/Poor] |
| Capability | [X/10] | [Good/Medium/Poor] |
| Cultural Fit | [X/10] | [Good/Medium/Poor] |
| **Total** | [X/10] | [Qualified/Not Qualified] |
## Partner Outreach Email
Subject: Partnership Opportunity - [Company] + [Their Company]
Hi [Name],
I came across [Company] and think there could be a great fit.
[Why them]:
- [Reason 1]
- [Reason 2]
[Why us]:
- [Benefit 1]
- [Benefit 2]
Would you be open to a 20-minute call to explore?
[Your Name]
## Partner Onboarding: [Company]
### Week 1
- [ ] Welcome email sent
- [ ] Partner portal access
- [ ] Product training (completed)
- [ ] Sales process (completed)
### Week 2
- [ ] Technical training (completed)
- [ ] Demo practice
- [ ] First joint call (shadowed)
### Week 3-4
- [ ] First solo demo
- [ ] Deal registration process (understood)
- [ ] Marketing materials (received)
## Partner Sales Playbook
### Target Customer
| Characteristic | Profile |
|-----------------|----------|
| Company Size | [X-Y employees] |
| Industry | [Industries] |
| Pain Point | [Pain point] |
| Stakeholder | [Who decides] |
### Sales Process
1. Intro call (Partner)
2. Demo (Partner + Us)
3. Proposal (Us + Partner)
4. Negotiation (Us)
5. Close (Us)
### Deal Registration
- [ ] Deal registered in system
- [ ] Protected for [90] days
- [ ] Requires PO for renewal
### Commission Structure
| Revenue | Commission |
|---------|------------|
| $0-50K | [%] |
| $50K-100K | [%] |
| $100K+ | [%] |
## Partner Marketing Plan
Co-marketing Activities:
- [ ] Joint case studies
- [ ] Webinar series
- [ ] Email campaigns
- [ ] Event presence
- [ ] Content co-creation
Marketing Funds:
| Tier | MDF Allocation |
|------|-----------------|
| Silver | $[X]/year |
| Gold | $[X]/year |
| Platinum | $[X]/year |
| Metric | Definition | Target |
|---|---|---|
| Revenue | Partner-sourced revenue | Growing |
| Active Partners | Partners with deals | >50% |
| Deal Size | Avg partner deal | Growing |
| Partner Churn | Partners leaving | <10%/year |
| Certification | % certified | >70% |
## Partner Business Review: [Date]
### Performance Summary
| Metric | This Year | Last Year | Change |
|--------|-----------|-----------|----------|
| Revenue | $[X] | $[X] | X% |
| Deals | [X] | [X] | X% |
|.Active | [X] | [X] | X% |
### Top Performers
- [ ] Partner 1: $[X]
- [ ] Partner 2: $[X]
- [ ] Partner 3: $[X]
### At-Risk Partners
- [ ] Partner 1: [Reason]
- [ ] Partner 2: [Reason]
### Q[Next] Goals
- Revenue Target: $[X]
- New Partners: [X]
- Certifications: [X]
## Partner Retention Playbook
### Warning Signs
- [ ] Revenue decline >20%
- [ ] Inactive >60 days
- [ ] Support tickets increasing
- [ ] Competitor mentions
### Intervention Triggers
- [ ] Monthly review if revenue down
- [ ] Call if inactive >45 days
- [ ] Escalation if churn risk
### Win-Back Process
1. [ ] Understand root cause
2. [ ] Executive sponsor outreach
3. [ ] Special incentives
4. [ ] Product feedback incorporation
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