/partner-ops

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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