Partnership & Channel

Recruit, onboard, and grow channel partners — a partner record and tier model, deal registration for trustworthy lead attribution, and a real partner scorecard. SRS ratified (SRS-PARTNERSHIP-CHANNEL-001), zero backend built yet — every card below is honestly labeled, not a placeholder pretending to work.

Partner Onboarding & Resource Delivery

3 functions (scoped)

Partner record + tier model (referral / reseller / strategic), a guided per-tier onboarding journey, and a centralized resource portal.

in partner signup, tierout onboarded partner, portal access

Status SRS ratified — Deliverable 1, backend not yet built

MissingScoped →

Deal Registration & Lead Distribution

3 functions (scoped)

Partners register an opportunity to claim attribution before working it — the mechanism that makes co-marketing lead-sharing trustworthy, not a spreadsheet.

in partner, account, opportunityout registered deal, assignment

Status SRS ratified — Deliverable 3, backend not yet built

MissingScoped →

Partner Performance & Scorecard

2 functions (scoped)

Real-time dashboards for partners and internal teams — activity, pipeline generated, deals closed — segmented top performer / sleeping giant / at-risk.

in partner activity, pipeline, dealsout scorecard, segment

Reuse partner-scoring-agent.py (real, existing — re-pointed, not rebuilt, per the ratified SRS)

MissingScoped →

Communication & MDF Tracking

2 functions (scoped)

Automated partner updates and feedback requests, plus lightweight Market Development Funds tracking (allocated / claimed / remaining).

in partner tier, campaignout comms sent, MDF balance

Status SRS ratified — Deliverable 4, backend not yet built

MissingScoped →