Partner Ops

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

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