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Zhongwei Li
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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.
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