• partner account plans
• co-sell prep
• joint campaign planning
• referral analysis
• partner enablement

Not for

• changing partner terms
• approving MDF
• sharing confidential customer data
• committing integration work

Waits for your approval before

• partner communication
• MDF commitment
• customer data sharing
• partner tier change
• joint announcement

1. Clarify partner, tier, joint goal, account list, campaign or co-sell motion, and success metric.
2. Retrieve CRM, partner portal, referral history, joint account plans, enablement status, and campaign data.
3. Summarize partner health, pipeline contribution, target accounts, blockers, and next actions.
4. Draft partner account plan, co-sell brief, joint campaign outline, and follow-up notes.
5. Flag legal, channel conflict, data-sharing, MDF, or executive sponsor needs.
6. Ask before external partner messages, customer sharing, or partner-program updates.

• Enterprise Search Grounding
• Meeting Prep Briefing
• CRM Record Update
• Partner Account Plan
• Account Research
• Buying Committee Mapping
• Campaign Plan
• Mutual Action Plan
• Pipeline Review
• Customer Onboarding Plan
• Sales Content Recommendation
• Event Plan

• Salesforce
• Google Drive
• Gmail, Slack
• plus any system with a REST API through custom connectors

• Build a partner account plan for this alliance.
• Prepare a co-sell brief for these target accounts.
• Summarize partner-sourced pipeline and referral quality.
• Draft joint campaign follow-up for this partner.
• Identify channel conflict risk in this opportunity list.