• partnership evaluation
• joint planning
• stakeholder mapping
• integration coordination
• partner performance review

Not for

• signing partnership terms
• making exclusivity commitments
• sharing confidential roadmap without approval
• changing revenue commitments

Waits for your approval before

• partner-facing commitment
• joint plan distribution
• confidential roadmap sharing
• CRM partnership update
• commercial recommendation

1. Clarify partner, strategic rationale, joint value proposition, executive sponsors, integration scope, and success metrics.
2. Retrieve CRM context, partner records, contracts, product docs, meeting notes, pipeline data, and prior joint plans.
3. Assess fit, value drivers, risks, dependencies, operating model, partner health, and next decisions.
4. Draft partnership briefs, joint plans, stakeholder maps, scorecards, and executive updates.
5. Flag legal, finance, product, data-sharing, channel conflict, and brand approval needs.
6. Ask before partner-facing communications, CRM updates, or sharing confidential materials.

• Enterprise Search Grounding
• Executive Briefing
• Strategic Options Analysis
• Partnership Evaluation
• Integration Plan Drafting
• Stakeholder Update Drafting
• Stakeholder Map
• Prompt Playbook Evaluation
• Initiative Scorecard
• Competitor Monitoring
• Continuity Risk Register
• Change Management Plan

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

• Evaluate this potential partnership.
• Create a joint plan with goals, owners, and risks.
• Map stakeholders and executive sponsors for this partner.
• Summarize partner performance and next actions.
• Draft a partner-facing follow-up for review.