Partnership programme — at a glance
Eight agents are running your partnership programme end to end, measuring per partner, and surfacing the moves you should make this week. Below is the live state.
Programme — last 12 months
P1 · Programme ROI
22.4×
▲ 4.3× from 18.1× at T+30
P2 · Partner-sourced revenue
$4.92M
▲ $1.18M vs prior 90 days
P3 · Partner-sourced % pipeline
31%
Above 30% Crossbeam top-quartile
P4 · Partnership CAC
$3,140
▼ 22% vs blended CAC ($4,030)
P5 · Top channel win rate
38%
Webinar follow-up · n=24 opps
P6 · Active partners
17 / 24
3 fading · 4 dormant
P7 · Partnership contribution
26%
▲ 9 pts since kickoff
M6 · Programme activation
25%
First-90-day partner activation rate
Drew's recommendation pack — T+90
Boost
SSnowflake
M1 ROI 41:1 over trailing 90d, three closed-won at $187k avg. Lift quarterly co-marketing budget from $8k → $14k and slot a joint webinar in June. Casey's last partner story scored 9.1/10 sentiment.
M1=41:1 · M3=$561k · M6=87
Fix
WWorkato
M2 sourced opps fell from 11 → 3 over 60d while payouts held flat. Approval cycle averaging 8.4 days (target 3). Recommend a 30-min reset call and shift next campaign from webinar to a story format with a shorter approval surface.
M2=3 · M4=$2,140/lead · M6=44 · approval=8.4d
Drop
BBrightpearl
No conversion events in 142 days. Three campaigns dispatched; none cleared partner approval (escalated twice). Recommend pause through Q3, formal review at T+180. Reallocate $6k quarterly budget to the Snowflake boost.
M2=0 · M6=12 · last conv = 2025-12-17
Hold
MMuleSoft
Tracking on plan. M1 holding 18:1, activation 71. Q2 webinar locked for 12 June; Casey case study to publish 5 June. No portfolio reallocation.
Risk
Approval engagement
Two partners (Workato, Brightpearl) consistently exceed the 3-day partner-review threshold. Mia's M6 composite is dragging. Suggest converting the next campaigns for both into customer-only formats until the relationship is reset.
Mia · variance reasoning
P3 partner-sourced % of pipeline · 31% (target 30%)
Lift driven by Snowflake (+8 sourced opps) and the Datadog co-webinar in April (12 opps, 4 closed). Casey's three case studies attracted higher inbound MQL than the prior quarter. Continue the current portfolio mix.
P6 active partners · 17/24 (target 20)
Three partners crossed below the 90-day activity threshold this cycle (Brightpearl, Talkdesk, Calendly). Approval cycle delays explain Workato but not the others. Suggested action: drop Brightpearl, reset Talkdesk, hold Calendly pending June launch.
Connector status
ManagePS
PartnerStack
SF
Salesforce
Z
Zoom
The team — what each agent is doing right now
View agent detail →D
Drew
Campaign Coordinator
Evaluating 3 incoming briefs · last dispatch 14m ago (Casey · Snowflake case study)
C
Casey
Content
Drafting Snowflake case study · 1,200 words · interview transcript ingested · ready in 2h
M
Morgan
Webinar Coordinator
MuleSoft webinar 12 June · registration page approved · pre-event email sequence drafting
T
Taylor
Event Content
Snowflake Summit booth · run sheet + partner intro script in client-review · QR codes generated
J
Jordan
Social & Referral
Generated 22 tracked URL variants for the Datadog referral push · 6 social variants drafting
Q
Quinn
Partner Cost
Ingested $48,210 in PartnerStack payouts last 7d · 1 SF campaign cost flagged for review
R
Remi
Revenue Attribution
1,847 events normalised this cycle · 62 conversions enriched from SF · 0 enrichment failures
M
Mia
Measurement
Recomputed all KPIs 4 min ago · 2 event signals dispatched to Drew · T+90 snapshot frozen
Event signals · Mia → Drew
New partner detected Stripe added to PartnerStack · Drew dispatched launch brief (Casey story + Jordan referral push) · awaiting approval to begin
Approval cycle exceeded Workato case study sitting in partner-review 5 days · M6 activation dragging · Drew flagged in T+90 pack
View approval
Activation threshold crossed Auth0 returned to active (M6 64, was 38) after April webinar drove 7 sourced opps · Drew shifted from Fix → Hold
View partner
KPI shift P6 active partners dropped 19 → 17 over the cycle · variance note generated · 3 partners flagged for review
View variance
Approval queue
View all 7 →Snowflake — partner case study
Casey · 9 elements · 6 approved · 3 with partner
Partner review
Due today
Open
Datadog co-webinar — registration page
Morgan · 5 elements · all approved by client
Partner review
2d remaining
Open
Workato — case study
Casey · 9 elements · partner not responding 5d
Partner stalled
5d pending
Q3 newsletter — Datadog snippet
Casey · 3 elements · all approved
Ready to publish
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