Partner Operations (1.0)

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Welcome to PartnerStandard Operations Checklist!

This checklist is a guide to establish a 6-step operational Partner Life-Cycle. It’s an actionable guide and resource to implement a partner operating system to which will benefit you and you partners and build the basis that your partnerships thrive.

You can acquire this checklist as downloadable Notion template for just $49.

Partner Operations Checklist

Manage your partners’ life cycle.This checklist is a guide to establish a 6-step operational Partner Life-Cycle. It’s an actionable guide and resource to implement a partner operating system to whi...

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We hope you enjoy it! Feel free to reach out through the community chat if you have questions.

"Coming together is a beginning, staying together is progress, and working together is success." - Henry Ford

📖 Read: The Operational Partner Life-Cycle

The Partner Life-Cycle is an essential part of B2B SaaS partnerships, including six main steps:

1️⃣ Recruitment

2️⃣ Onboarding

3️⃣ Engagement

4️⃣ Growth

5️⃣ Evaluation

6️⃣ Exit

Enablement takes place through the steps 2️⃣, 3️⃣, 4️⃣ & 5️⃣

By proactively managing each stage, businesses can establish strong, mutually beneficial relationships that drive growth and success. A well-executed partner life-cycle ensures the right partners are recruited, effectively onboarded, continuously engaged, supported in their growth, evaluated on their performance, and, if needed, parted with amicably.

📖 Read: How do I begin?

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What This Is: The Partner Operations Checklist is designed to be an actionable guide and framework which keeps developing and connects to the PartnerStandard Pro guidance resources. How to use it: The Operations Checklist guides you through step by step to master the partner life cycle and execute your partnerships strategy. In case of questions please reach out through the PartnerStandard Pro community channels. Besides the information boxes in this checklist you can also find additional resources in the resource library.

PartnerStandard Pro Access

🚨 Give feedback and gain access to your own playbook copy: Write your feedback in the community channel and you receive a copy of the checklist that you can save to your Notion workspace.
Access the resource library and community to become a Partnership Pro: Unsure about a definition, suitable partnerships KPI to measure performance, best approach to building an efficient partnerships organization? The PartnerStandard Pro resource library and community is here to help you. In case you have questions, please reach out through the PartnerStandard Pro community channels.