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partner-ops skill

/plugins/referral-program-orchestration/skills/partner-ops

This skill streamlines partner onboarding, enablement, and compliance workflows to accelerate referrals and simplify partner program management.

npx playbooks add skill gtmagents/gtm-agents --skill partner-ops

Review the files below or copy the command above to add this skill to your agents.

Files (1)
SKILL.md
1.3 KB
---
name: partner-ops
description: Use to manage partner onboarding, enablement, and compliance workflows
  for referral programs.
---

# 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.

---

Overview

This skill manages partner onboarding, enablement, and compliance workflows for referral and affiliate programs. It provides a production-ready framework to run partner operations—covering agreements, enablement kits, reporting cadence, compliance checks, and lifecycle events. Use it to reduce manual steps, speed partner time-to-value, and keep program controls and payouts consistent.

How this skill works

The skill implements repeatable flows: an onboarding flow for documents and tool access, an enablement package to distribute assets and messaging, a reporting cadence for performance tracking and payouts, and compliance checks for policy and brand adherence. It also supports lifecycle actions like tier changes, inactivity re-engagement, and offboarding. Templates and automations (checklists, briefs, RBR outlines, reminders) streamline execution and reduce errors.

When to use it

  • Bringing new referral partners or affiliates live with required contracts and tax forms
  • Distributing enablement content, co-marketing assets, and partner messaging at scale
  • Coordinating regular performance reporting, payout schedules, and quarterly business reviews
  • Auditing partners for policy compliance and marketing approvals
  • Managing partner lifecycle events: tier updates, re-engagement, or offboarding

Best practices

  • Centralize partner records in a CRM or PRM with status, compliance, and payout fields
  • Use the onboarding checklist to gate access until all documents and approvals are complete
  • Automate reminders for reporting deadlines, policy renewals, and required training
  • Package assets into a repeatable enablement brief so partners receive the same messaging
  • Define clear escalation contacts and approval steps for marketing and compliance reviews

Example use cases

  • Run a new partner onboarding sequence that collects agreements, tax forms, and system access in one workflow
  • Push a quarterly enablement kit and messaging update to active partners, tracking asset downloads
  • Automate monthly performance reports and trigger payout calculations when thresholds are met
  • Audit a cohort of partners for brand guideline adherence and flag non-compliant marketing
  • Move partners between tiers based on performance data and notify them with updated benefits

FAQ

Can this skill automate payouts?

It coordinates reporting and payout triggers, but should be integrated with your payment system to execute funds disbursement.

How does compliance checking work?

Compliance is handled via required policy acknowledgments, marketing approval steps, and periodic audits captured in partner records.

Is there a way to re-engage inactive partners?

Yes — lifecycle workflows include automated re-engagement sequences and criteria-based outreach for inactive partners.