Partnership Strategy, Management & Execution Guides

In-Depth Frameworks

4 Part Seriesintermediate

The Minimum Viable Ecosystem Framework

A disciplined framework for building exactly the partnerships required for market viability. Stop over-investing in partnerships that don't move the needle.

Start HereFramework Overview
5 Part Seriesadvanced

The Partnership Architecture Framework

Master the 5-model framework for building strategic, scalable partnerships. Move from playbook practitioner to partnership architect with first principles thinking.

Start HereFramework Overview
13 Part Seriesintermediate

Channel Partner Programs: The Operator's Guide

How to design, run, and measure a B2B SaaS channel partner program after your Minimum Viable Ecosystem says you need one. The operational layer that turns strategy into revenue.

Start HereFramework Overview

Essential Reads

foundation (4)

economic (2)

strategy (4)

operations (17)

operationsintermediate

Channel Chief: The Role, the Title, and Why It Shouldn't Live Under the CRO

A channel chief leads a company's partner program. Here's what the role actually does, why it shouldn't report to the CRO, how it compares to head of partnerships or chief partner officer, and what good comp design looks like.

channel chiefchannel partner programpartnership leadership+2 more
20 min read
operationsintermediate

Channel Management: What It Is, Who Should Own It, and the Trap Founders Fall Into

Channel management is how you design the indirect path your product takes to market, and who runs it. The working definition, the difference from partner management, and the trap most founders fall into.

channel managementchannel partnerspartner program+3 more
23 min read
operationsintermediate

How to Build a Channel Partner Program From Scratch

How to build a channel partner program from scratch. The readiness gate, the architecture-before-program rule, and the six steps that prevent paper partnerships.

channel partner programpartner programpartnership operations+2 more
22 min read
operationsintermediate

Partner Tiering: How to Design Levels That Actually Drive Performance

Design partner tiers that drive performance, not label theater. A practical guide to motion-fit tiering, IPP proximity, and conflict-safe benefits.

partner programchannel partnerspartner tiering+3 more
18 min read
operationsintermediate

Channel Partner Recruitment: How to Find Partners Who Actually Sell

A practical guide to channel partner recruitment that ends at an active seller, not a signed contract. Includes the 4C qualification gate, the four-question recruitment call, and where most programs go wrong.

channel partnerspartner recruitmentpartner program+4 more
17 min read
operationsintermediate

Partner Enablement: How to Build a System Partners Actually Use

Partner enablement is the system that lets partner sellers represent your product without you in the room. Here is what it actually covers, why it is not the same as training, and how to run it without buying tools you do not need yet.

partner enablementchannel partner programpartner training+3 more
16 min read
operationsintermediate

Partner Onboarding: The First 30/60/90 Days

Partner onboarding is the bounded first three months that take a signed channel partner from contract to first solo deal. Here is what it actually covers, why every vendor template skips the exit condition, and how the program shape changes by partner type.

partner onboardingchannel partner programpartner enablement+3 more
18 min read
operationsintermediate

The Active Seller Rate: The Channel Metric That Predicts Revenue

Active Seller Rate measures the percentage of a partner's salespeople actively pitching your solution. Here is the definition, the formula, a worked example, and the three conditions that drive activation.

channel partner programpartner KPIpartner enablement+2 more
12 min read
operationsintermediate

Co-Selling vs Sell-Through vs Sell-To: Which Motion Fits When

What co-selling, sell-through, and sell-to actually mean, separated by the one question that matters: who invoices the customer. Plus a readiness gate and the partner-value-prop test most programs skip.

co-sellingchannel partnershipspartner program+2 more
21 min read
operationsintermediate

Creating a Great Partner Landing Page

Build partner landing pages that attract ideal partners. Learn key elements, design principles, and conversion tactics for recruitment.

partner program
3 min readJan 15, 2025
Creating a Great Partner Landing Page
operationsintermediate

Creating an Ideal Partner Profile (IPP)

Create an Ideal Partner Profile to identify strategic partners, increase partnership success rates, and drive measurable business value.

partner programrecruitment
9 min readJan 15, 2025
Creating an Ideal Partner Profile (IPP)
operationsintermediate

Having Success with Channel Partners

Build successful channel partnerships from seed to scale. Avoid common pitfalls and create partner programs that drive real revenue growth.

planningpartner program
6 min readJan 15, 2025
operationsintermediate

Integrating an Outstanding Partner Experience into Your Partner LifeCycle

Design exceptional partner experiences across the partnership lifecycle. Boost retention, revenue, and satisfaction with proven PX strategies.

planningrecruitmentexit+4 more
9 min readJan 15, 2025
Integrating an Outstanding Partner Experience into Your Partner LifeCycle
operationsintermediate

Partner LifeCycle Management

Master the 6 stages of partner lifecycle: recruitment, onboarding, growth, evaluation, expansion, and exit for long-term success.

recruitmentonboardinggrowth+3 more
8 min readJan 15, 2025
Partner LifeCycle Management
operationsintermediate

Preferred Partner Program

Two tiers, not twelve. Design a Preferred Partner Program with one earned tier above your base partners, built from your best partners, without the metal-ladder vanity.

partner programevaluationgrowth
8 min readJan 15, 2025
operationsintermediate

Qualifying Channel Partners with the 4C Method

Qualify channel partners using the 4C Method: Customer Base, Commitment, Capabilities, and Cultural Fit for partnership success.

recruitment
2 min readJan 15, 2025
Qualifying Channel Partners with the 4C Method
operationsintermediate

Qualifying Partner Opportunity with the CASO Method

Evaluate partnership opportunities with CASO: Culture, Additional Value, Scalability, and Opportunity alignment for better decisions.

recruitment
1 min readJan 15, 2025

organization (3)

channel (2)