Channel management templates

The working documents behind the plays. See how each one is laid out, then download it from inside the app and adapt it to your program.

Every template here is included in every plan. Start a free 5-day trial and download them from Resources and Downloads inside the app.

Partner scorecard

Score partners on the same measures every quarter so rankings, tiers and reviews stay consistent.

Used in: Partner recruitment, Partner onboarding, QBR prep, Your first 90 days

A two-page joint plan with targets, pipeline math, owners on both sides and review dates.

Used in: Partner business plans, Your first 90 days

A five-part quarterly business review agenda that ends in written commitments from both sides.

Used in: QBR prep, Partner call prep

Tie market development funds to a pipeline target, an agreed activity and proof of performance rules.

Used in: MDF planning

A 90-day checklist from portal access to a first registered opportunity.

Used in: Partner onboarding

Define the partners worth recruiting and the traits that rule a partner out.

Used in: Partner recruitment

Written rules for sourcing, registration and direct sales involvement that settle conflicts before they start.

Used in: Deal registration and channel conflict

Subscribers get every template, plus the QBR, Playbook and Better Together generators.

No setup. Nothing to install. Continue with your Google or Microsoft work account and ask your first question.

Then $14.95 a month, or $120 a year