Assets
Are you looking to add or adjust existing assets, collections, or categories?
Do you need any additional file types or websites for external links? (Refer back to the Data
section if applicable)
Are you utilizing co-branding?
Brainstorm: Are there any additional segments you want the partner to see?
Discuss if any other collection/category configurations would be
beneficial.
Pipeline Management
Are partners able to register deals smoothly? (how many deals, revenue amount for
approved deals)
Are any deals awaiting approval?
Are approval processes active, effective, and working as intended?
Are partner-facing notification workflows active, effective, and working as intended?
Are forms collecting all the information necessary to evaluate the registrations?
Brainstorm: Are you looking to change the deal registration/lead
distribution process? Discuss the benefit of sharing leads with
partners (if applicable).
Training
Is training available for all audiences in the portal?
How many active training tracks are there?
What is the completion percentage on each track?
Are co-branded certificates available for your active pieces of training?
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