| 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
- Onboarding Flow – agreements, compliance docs, tax forms, tool access, success plan.
- Enablement Package – content kits, messaging, FAQs, co-marketing assets, escalation contacts.
- Reporting Cadence – dashboards, submission tracking, performance reviews, payout schedules.
- Compliance & Risk – policy acknowledgment, brand guidelines, marketing approval steps.
- 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-programcommand to ensure partners receive updated kits. - Automate reminders for reporting deadlines and policy renewals.