Partner Ops

Use to manage partner onboarding, enablement, and compliance workflows for referral programs.

Published by @gtmagents·0 agent reads / 30d·0 saves·

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.

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