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Zhongwei Li
2025-11-29 18:31:11 +08:00
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---
name: co-marketing-governance
description: Governance playbook for joint marketing programs, MDF, and performance
reviews.
---
# Co-Marketing Governance Skill
## When to Use
- Planning joint campaigns, launches, or events with partners.
- Managing MDF budgets, approvals, and performance tracking.
- Preparing partner QBRs or exec updates focused on demand-generation impact.
## Framework
1. **Program Intake** business case, audience, KPIs, required assets, legal/compliance checks.
2. **Approval Workflow** decision matrix for marketing, partner, and finance stakeholders.
3. **Execution Cadence** sprint plan, shared tracking sheets, and content governance.
4. **Measurement & Attribution** agreed metrics (MQLs, pipeline, revenue, influence) + reporting cadence.
5. **Closeout & Learnings** retro template, MDF reconciliation, and next-play recommendations.
## Templates
- Co-marketing brief + approval form.
- MDF budget tracker with forecast vs actuals.
- Post-campaign report outline with KPIs and narrative prompts.
## Tips
- Align messaging with joint solution blueprints to keep storytelling consistent.
- Attach MDF approval deadlines to campaign calendars to avoid delays.
- Pair with `run-partner-qbr` to highlight impact and secure additional investment.
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---
name: joint-solution-blueprint
description: Template for documenting co-built solutions, integrations, and GTM motions
with partners.
---
# Joint Solution Blueprint Skill
## When to Use
- Launching or refreshing a co-built integration or packaged service.
- Equipping field teams with architecture, value props, and proof points.
- Coordinating enablement across product, marketing, and partner teams.
## Framework
1. **Use Case Definition** target persona, pain point, and success metrics.
2. **Architecture Overview** system diagram, data flows, dependencies, security notes.
3. **Value Narrative** customer outcomes, ROI proof, competitive differentiation.
4. **Go-To-Market Plays** positioning, pricing principles, launch checklist, asset library.
5. **Support & Lifecycle** roles, escalation paths, roadmap commitments.
## Templates
- One-page solution brief with messaging + CTA.
- Architecture diagram checklist.
- Launch plan with tasks, owners, and deadlines.
## Tips
- Keep diagrams simple enough for sales decks, with appendix for technical deep dives.
- Include customer stories or beta insights to increase credibility.
- Pair with `build-co-sell-playbook` so reps know how to pitch + progress deals.
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name: partner-ecosystem-map
description: Visualization toolkit for mapping partner landscape, coverage, and priorities.
---
# Partner Ecosystem Map Skill
## When to Use
- Planning partner strategy, territorial coverage, or whitespace analysis.
- Presenting ecosystem status to executives or cross-functional stakeholders.
- Tracking progress against partner recruitment and ramp goals.
## Framework
1. **Segmentation Layer** partner type, region, vertical, solution fit, maturity.
2. **Value Layer** pipeline contribution, ARR influenced, co-sell velocity, joint wins.
3. **Health Layer** certification status, enablement completion, NPS, engagement cadence.
4. **Gaps & Targets** highlight priority segments needing recruits or investment.
5. **Narrative Hooks** pair visuals with summary insights, risks, and next plays.
## Templates
- Ecosystem matrix with rows (partner type) × columns (value/health metrics).
- Geo overlay map for territory coverage vs whitespace.
- Executive summary slide linking visuals to investment requests.
## Tips
- Keep visuals updated monthly so leadership trusts the snapshot.
- Link each gap to a specific recruiting or enablement initiative.
- Pair with `design-partner-ecosystem` for streamlined planning packages.
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name: partner-revenue-desk
description: Operating model for tracking, attributing, and accelerating partner-sourced
revenue.
---
# Partner Revenue Desk Skill
## When to Use
- Forecasting partner-sourced/ influenced revenue for leadership updates.
- Monitoring incentives, SPIFs, and MDF utilization tied to partner pipeline.
- Coordinating RevOps, finance, and partner teams on attribution disputes.
## Framework
1. **Revenue Taxonomy** sourced vs influenced vs co-sell, stage definitions, SLAs.
2. **Process Flow** intake → validation → attribution → approval → reporting.
3. **Data Stack** CRM objects, PRM integrations, BI dashboards, alerting.
4. **Incentive Hooks** payout rules, MDF governance, exception workflows.
5. **Escalation Paths** playbooks for disputes, double counting, or compliance risks.
## Templates
- Revenue desk runbook with RACI + cadence.
- Attribution audit checklist.
- MDF utilization tracker with projected ROI.
## Tips
- Align definitions with finance early; lock requirements before launching SPIFs.
- Automate alerts for stalled partner deals to keep velocity high.
- Pair with `build-co-sell-playbook` and `run-partner-qbr` for closed-loop reporting.
---