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Partner Performance Review

Quarterly partner business review with metrics analysis, relationship health, and renewal planning

Complexity: Moderate | Duration: 15-30m | Category: Business/Sales

Tags: partnership-management performance-review relationship-management qbr renewal

Workflow Diagram​

Steps​

Step 1: Metric aggregation​

Agent: /aggregate

partner-metrics - Pull referrals, co-sell wins, marketing leads

Step 2: Performance analysis​

Agent: performance

tracking-agent - Compare to targets and prior periods

Step 3: Relationship health​

Agent: /assess

relationship - Survey stakeholders on partnership quality

Step 4: Issue identification​

Agent: partnership

development-specialist - Surface challenges and blockers

Step 5: Joint planning​

Agent: partnership

development-specialist - Set next quarter goals and initiatives

Step 6: Renewal planning​

Agent: /plan

renewal - Discuss contract renewal if approaching end of term

Step 7: Follow​

Agent: up

partnership-development-specialist - Document action items and owners

Usage​

To execute this workflow:

/workflow business/sales/partner-performance-review.workflow

See other workflows in this category for related automation patterns.