This checklist is intended as a general guide to support your partnership onboarding process. It should not be
considered legal advice. Please consult your legal team before finalizing or implementing any partnership
agreements.
Meet with Sales, Product, and Marketing leaders to understand their partner
strategy
Identify all Partner Tiering requirements, benefits, and obligations
SECTION 3: Days 31–60 | Execute & Own (The Process)
Goal: Take ownership of a partner portfolio and begin executing core partner management
processes.
Receive official assignment of your initial partner portfolio
Conduct 1:1 introductory meetings with assigned partners to align on goals and
expectations
Partner Enablement Session on a recent product update or campaign
Guide partners through the submission and approval of a deal registration
Own the MDF or co-op fund request and approval lifecycle for one partner
Review and confirm partner payment, commission, and incentive processes with
finance
SECTION 4: Days 61–90 | Strategize & Impact (The Pipeline)
Goal: Demonstrate measurable impact, optimize workflows, and strengthen partner
relationships.
Launch a co-marketing or Through Channel Marketing Automation (TCMA) initiative
(e.g., joint campaign, co-branded content)
Review the last quarter's Partner Report and identify top 3 growth trends
Propose one improvement to a partner process, portal workflow, or engagement
activity
Define clear next-quarter goals for certifications, pipeline growth, and partner
enablement
Document one repeatable, successful partner workflow to share with the PM team
SECTION 5: 90-Day Review & KPI Alignment
At the end of 90 days, the Partner Manager should demonstrate readiness through measurable
KPIs, qualitative feedback, and operational competency.
Review pipeline growth and partner-sourced revenue contributions
Assess progress on certifications, enablement sessions, and deal registrations
Conduct 90-day performance review with direct manager
Set next-quarter OKRs aligned to company and partner program goals
