32 lines
1.3 KiB
Markdown
32 lines
1.3 KiB
Markdown
---
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name: partner-ops
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description: Use to manage partner onboarding, enablement, and compliance workflows
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for referral programs.
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---
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# Partner Operations Toolkit Skill
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## When to Use
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- Onboarding new referral partners or affiliates.
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- Coordinating partner communications, reporting, and payment processes.
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- Auditing partner compliance and performance tiers.
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## Framework
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1. **Onboarding Flow** – agreements, compliance docs, tax forms, tool access, success plan.
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2. **Enablement Package** – content kits, messaging, FAQs, co-marketing assets, escalation contacts.
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3. **Reporting Cadence** – dashboards, submission tracking, performance reviews, payout schedules.
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4. **Compliance & Risk** – policy acknowledgment, brand guidelines, marketing approval steps.
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5. **Lifecycle Management** – tier upgrades/downgrades, inactive partner re-engagement, offboarding.
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## Templates
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- Partner onboarding checklist (documents, approvals, system access).
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- Enablement brief (program overview, assets, CTAs, support channels).
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- Quarterly business review deck outline.
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## Tips
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- Centralize partner data (CRM or PRM) with status + compliance fields.
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- Pair with `launch-program` command to ensure partners receive updated kits.
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- Automate reminders for reporting deadlines and policy renewals.
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---
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