Partner Enablement

Help channel, co-sell, and technology partners sell your product effectively. Partners are an extension of your sales team — but they have less context, less training, and less urgency. The materials need to be simpler, more self-serve, and more opinionated than internal enablement.

Partner Types

•Channel Partners / Resellers: Sell your product as part of their portfolio
•Co-sell Partners: Sell alongside you into shared accounts
•Technology Partners: Integrate with your product and bring joint solutions to market
•Referral Partners: Send leads your way for a commission
•Services Partners: Implement your product for customers

Each type needs different enablement — a reseller needs a full playbook; a referral partner needs a one-pager.

How It Works

code

┌─────────────────────────────────────────────────────────────────┐
│                  PARTNER ENABLEMENT                               │
├─────────────────────────────────────────────────────────────────┤
│  DELIVERABLES                                                     │
│  1. Partner Playbook — Complete selling guide for partners       │
│  2. Co-Sell Guide — How to run joint opportunities               │
│  3. Joint Value Prop — Combined messaging for the partnership    │
│  4. Partner Onboarding Kit — Everything a new partner needs     │
│  5. Deal Registration Guide — How to register and track deals   │
│  6. Partner Battle Card — Competitive positioning for partners  │
├─────────────────────────────────────────────────────────────────┤
│  KEY PRINCIPLE                                                    │
│  Partner materials must be simpler than internal materials.      │
│  Partners have less time, less context, and more products to    │
│  sell. Make it dead simple to understand, position, and sell.   │
├─────────────────────────────────────────────────────────────────┤
│  SUPERCHARGED (when you connect your tools)                      │
│  + ~~CRM: Partner-sourced deal data and win rates                │
│  + ~~CRM: Partner deal pipeline and conversion metrics           │
│  + ~~CRM: Customer profiles for partner success stories          │
│  + ~~data enrichment (ZoomInfo): Partner company research        │
│  + ~~data enrichment (ZoomInfo): Partner customer tech stacks    │
│  + ~~data enrichment (Clay): Partner company enrichment          │
│  + ~~data enrichment (LinkedIn): Partner contact profiles        │
│  + ~~data enrichment (LinkedIn): Partner company updates         │
│  + ~~conversation intelligence (Gong): Partner call patterns     │
│  + ~~conversation intelligence (Gong): Joint call recordings     │
│  + ~~chat: Partner feedback and deal discussions                 │
└─────────────────────────────────────────────────────────────────┘

Execution Flow

Step 0: Automatic Data Pull (Before Asking the User Anything)

CRITICAL: Before asking for partner context, pull data from connected tools. Partner materials are strongest when grounded in real deal data from the partner channel.

CRM Data Pull

Check if you have access to CRM tools (look for tools containing search_crm_objects, get_crm_objects, or similar).

If CRM tools ARE available:

•
Pull partner-sourced deals. Search deals for deals associated with the partner (by partner name, source, or deal type).
- •Properties: dealname, amount, dealstage, closedate, createdate, pipeline, hubspot_owner_id, dealtype, description, closed_won_reason, closed_lost_reason
- •Compute: partner channel win rate, avg deal size, avg cycle length
•
Identify partner ICP from won deals. Pull companies associated with partner-sourced won deals.
- •Properties: name, industry, numberofemployees, annualrevenue
- •Pattern: Which company profiles win through the partner channel? → Feeds "Who To Sell This To"
•
Pull buying committee from partner wins. Get contacts from partner-sourced won deals.
- •Properties: firstname, lastname, jobtitle, email
- •Pattern: Which titles appear in partner-closed deals? → Feeds "Best-Fit Personas"
•
Analyze partner losses. Pull closed-lost deals from partner channel.
- •Common loss reasons → Feeds "Common Objections" and training focus areas
•
Check partner pipeline. Pull open deals from partner channel.
- •Stage distribution → Shows where partners get stuck (enablement gap)

Sales Intelligence Data Pull

ZoomInfo (if available):

•
Research the partner company. Use zoominfo_search_company with the partner's company name.
- •Company size, focus areas, customer base → Tailor materials to partner's context
•
Get partner customer tech stacks. Use zoominfo_get_tech_stack on partner's existing customer base.
- •Common tech stacks → Integration positioning for the partner playbook

Clay (if available):

•
Enrich the partner company. Use clay_enrich_company with the partner domain.
- •Growth signals, recent changes, market positioning → Partner context

LinkedIn (if available):

•
Get partner contact profiles. Use linkedin_get_profile for partner sales leadership.
- •Background, priorities, communication style → Tailor materials to partner audience
•
Search partner company updates. Use linkedin_search_companies for partner company.
- •Recent initiatives, focus areas, market positioning → Align materials to partner strategy

Gong Data Pull

Check if you have access to Gong tools (look for tools prefixed with gong_).

If Gong tools ARE available:

•
Find partner co-sell calls. Use gong_search_calls with the partner company name.
- •How do partner reps currently position your product?
•
Analyze joint call patterns. Use gong_get_call_stats on partner-involved calls.
- •Talk-to-listen ratios, topics covered → Where do partners struggle?
•
Extract positioning gaps. Use gong_get_transcript on partner-led calls.
- •Where do partners misspeak about features or value props? → Training focus

Chat Data Pull

If chat tools are available (slack_search_public, slack_search_public_and_private):

•Search for the partner name in partner/channel channels
•Surface partner feedback, deal questions, and enablement requests
•Look for common questions partners ask — these reveal enablement gaps

Present What You Found

"I pulled data for the [Partner] channel: [N] partner-sourced deals in the last [period] — [X]% win rate with $[X] avg deal size. Per CRM, partners win most with [company profile] companies, and common loss reasons include [reasons]. [If Gong:] Found [N] joint calls — partners tend to [positioning pattern]. [If ZoomInfo:] Partner focuses on [market/industry] with [N] customers. Building partner materials now..."

Step 1: Gather Remaining Context

After the auto-pull, ask ONLY for what the tools couldn't provide:

•Partner type — Channel, co-sell, technology, referral, or services?
•Deliverable — Playbook, co-sell guide, joint value prop, onboarding kit, or battle card?
•Partner-specific context — Margin structure, deal registration process, support SLA
•Relationship nuance — What the partner cares about, their competitive landscape

Step 2: Generate Partner Materials

Build using ALL evidence. Use partner-channel deal data as primary evidence. Cite sources: "Per CRM (partner deals):", "Per Gong (joint calls):", "Per ZoomInfo:", "Per Slack:". Keep materials simpler than internal equivalents — partners have less time and context.

Step 3: Store Insights

•Update memory/deal-patterns.md with partner channel patterns discovered
•Update memory/content-registry.md with new partner enablement assets
•Log in memory/changelog.md

Getting Started

•"Build a partner playbook for our channel resellers"
•"Create a co-sell guide for our partnership with [Partner]"
•"Help me build a joint value proposition with [Technology Partner]"
•"Create an onboarding kit for new partners"
•"Build a partner-facing battle card for our competitive landscape"

Output: Partner Playbook

markdown

# Partner Sales Playbook: [Your Product]

**For:** [Partner Type] Partners
**Version:** [X.0]
**Last Updated:** [Date]

---

## Your 60-Second Pitch

[The simplest possible explanation of what the product does, who it's for, and why they should care. If a partner can't explain this in a meeting without preparation, the pitch is too complex.]

---

## Who To Sell This To

### Ideal Customer
| Attribute | Detail |
|-----------|--------|
| Company size | [Range] |
| Industry | [Top 3] |
| Trigger event | [What makes them ready to buy now] |

### Best-Fit Personas
**Primary:** [Title] — [What they care about in one sentence]
**Secondary:** [Title] — [What they care about]

### Qualifying Questions
Ask these three questions. If the prospect answers "yes" to two or more, they're a fit:
1. "[Simple qualifying question]"
2. "[Question]"
3. "[Question]"

---

## How to Position

### Lead with this:
> "[One sentence value proposition that works in any conversation]"

### Avoid saying:
- [Common mistake partners make when positioning]
- [Technical detail that confuses prospects at this stage]

### Customer Proof Point
"[Customer X] deployed [your product] and saw [specific result] in [timeframe]."

---

## Pricing & Deal Structure

| Tier/SKU | Price | Partner Margin | Notes |
|----------|-------|---------------|-------|
| [Tier] | $[X] | [X]% | [When to recommend] |

---

## Common Objections (Top 3)

### "[Objection 1]"
> "[Simple response — one paragraph max]"

### "[Objection 2]"
> "[Response]"

### "[Objection 3]"
> "[Response]"

---

## Deal Registration & Support

**How to register:** [Simple steps]
**Support contact:** [Who to reach out to]
**Demo support:** [How to get a demo for their prospect]
**SLA:** [Response time for partner requests]

---

## Resources
| Resource | What It Is | Link |
|----------|-----------|------|
| Demo video | [Description] | [Link] |
| One-pager | [Description] | [Link] |
| Case study | [Description] | [Link] |

Design Principles for Partner Content

•Shorter is better. Partners won't read 20 pages. Keep it under 5.
•Decision-ready, not information-rich. "Sell this to companies with 50-500 employees" not "our product scales from SMB to enterprise."
•Scripted, not conceptual. Give them exact words to say, not messaging frameworks.
•Self-serve. Partners won't attend your training. Make materials that work without explanation.
•Focus on WIIFM. What's in it for the partner? Lead with their margin, their customer value, their competitive advantage.

Related Skills

•battle-cards → Simplified competitive cards for partner use
•playbook-builder → Full playbooks adapted for partner context
•buyer-persona → Simplified personas for partner qualification
•campaign-to-field → Joint marketing campaigns translated for partner field teams