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partner-revenue-desk

@gtmagents/gtm-agents
26
0

Operating model for tracking, attributing, and accelerating partner-sourced

Install Skill

1Download skill
2Enable skills in Claude

Open claude.ai/settings/capabilities and find the "Skills" section

3Upload to Claude

Click "Upload skill" and select the downloaded ZIP file

Note: Please verify skill by going through its instructions before using it.

SKILL.md

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.