Partner Onboarding Orchestrator
Pillar 1 · OnboardingAutomates the full partner intake sequence, KYC verification, tier placement (Platinum / Gold / Silver), and system provisioning, so no human touches routine onboarding tasks.
Every agent in our catalog is a production grade specialist, not a chatbot. Each one has a named executive sponsor, a measurable outcome, and a defined data dependency. They’re deployed selectively against your operating model, instrumented for eval, and shipped quarterly through the Run phase.
Bring new partners live in under 72 hours with full structured data capture. Three agents work in concert to verify identity, calibrate tier, and provision systems.
Automates the full partner intake sequence, KYC verification, tier placement (Platinum / Gold / Silver), and system provisioning, so no human touches routine onboarding tasks.
Continuously re evaluates partner tier and segment based on bookings velocity, certification depth, and customer NPS, surfacing tier change recommendations to the partner exec monthly.
Cross references partner entity against sanctions lists, beneficial ownership registries, and your existing compliance system; auto flags edge cases for human review.
The active layer where deals get routed, partners get matched, proposals get drafted, and competitive intelligence flows back into the next pitch. Four agents form the core revenue motion.
Listens for new deal registrations in real time, runs AI account matching against partner specialization, identifies the optimal partner, and spins up a Slack Connect deal room instantly.
Auto drafts customized co sell proposals using account technographics, partner expertise, and your product positioning, ready for seller review within an hour of deal room creation.
Maps every ABM target account to its primary and secondary partner based on firmographics, existing relationships, and historical win patterns. Surfaces unmapped accounts and coverage gaps weekly.
Analyzes every closed deal 48 hours after close. Surfaces competitive displacement patterns, identifies winning partner + solution combinations, and auto updates battlecards across Salesforce and the Partner Copilot.
Personalized certification, sales readiness, and certification velocity, refreshed weekly on real delivery signals, not annual program cycles.
Builds an individualized certification curriculum for each partner consultant based on role, delivery gaps, and current cert status, refreshed weekly as delivery signals change.
Measures whether each partner’s sales reps can pitch and close your deals independently, tracks product knowledge assessments, demo completions, and pipeline initiation to produce a per partner readiness score.
Tracks certification velocity by partner and tier against the demand model. Flags partners falling behind expected ramp and auto triggers enablement team outreach with the specific curriculum gap.
Health scoring, forecast reconciliation, and at risk + expansion detection, the agents that keep the CRO and CFO holding the same forecast.
Nightly recalculation of partner health scores using activity, pipeline, and engagement signals. Continuous threshold monitoring dispatches Slack alerts and creates rescue pod tasks when accounts go at risk.
Weekly reconciliation of the ML forecast against live Salesforce pipeline. Flags material variances to leadership before the Friday exec sync and writes reconciled data back for model retraining.
Continuously scans usage telemetry, support volume, partner engagement, and feature adoption to surface expansion ready accounts AND flag renewal risk. Forward looking, not backward.
Joint campaign execution, partner demand monitoring, and co branded content generation, the agents that make MDF a leveraged investment instead of a budget line.
Launches and manages joint campaigns with partners, syncs co branded assets to partner portals, deploys partner specific instances, and tracks MQL attribution and ROI per partner per campaign.
Tracks partner sourced MQL volume against weekly targets by partner and tier. Auto triggers demand gen plays, content push, event invite, partner manager outreach, when pipeline dips below threshold.
AI drafts co branded campaign assets, webinar abstracts, landing page copy, email nurture sequences, social posts, pre populated with partner brand voice and your product positioning.
The agents that turn enablement from a quarterly training event into a continuous capability layer for both your sellers and your partners’ sellers.
Generates partner specific battlecards and playbooks from current win/loss intelligence, competitive signals, and product positioning, published to Salesforce and the Partner Copilot weekly.
Live in room coaching agent that sits inside the Slack Connect deal room. Surfaces the right battlecard, the right reference customer, and the right next action based on the deal stage and conversation context.
Partner influenced roadmap, multi solution attach, and solution composition, the agents that close the loop between what partners are hearing and what the CPO ships.
Mines partner Slack channels, QBR notes, support tickets, and field consultant feedback to surface emerging roadmap themes. Auto clusters partner asks by solution area, tier, and projected pipeline impact.
Recommends multi solution bundles to partners and sellers based on industry, partner specialization, and historical attach patterns. Pre packages cross vector solution sets the partner can sell on day one.
Continuously scans the tech integration footprint your customers run, and the integrations your partners offer, to surface coverage gaps and routing opportunities for the product team.
Advocacy orchestration, expansion signal detection, and reference management, the agents that turn delivered outcomes into the next campaign and the next renewal.
Maintains the customer advocacy pipeline, identifies high NPS partner delivered accounts, surfaces case study candidates, schedules customer panels, and routes reference requests to the right account.
When the Health Monitor flags an at risk account, the Rescue Pod Coordinator spins up the right cross functional pod, partner CSM, vendor CSM, sales, sometimes product, with the right context pre loaded.
Synthesizes NPS, support ticket sentiment, executive summit feedback, and partner led implementation reviews into a per account sentiment trace, surfacing inflection points before they show in churn.
The infrastructure layer. These two agents make the rest of the catalog operable, one keeps the data layer alive, the other turns the data into the deck your CRO walks into.
Auto assembles an 8 slide QBR deck for each corporate function (Sales, Marketing, Enablement, CS, Product) using live dashboard data, replacing manual slide building entirely.
Continuously monitors uptime and data freshness across the 70+ tech integrations the rest of the agent suite depends on, the model breaks if the data layer is stale, and this is the agent that catches it.
Want the catalog in a deck your team can take to a planning offsite? We’ll send a tailored version, mapped against your existing ecosystem platform, after a 30 minute scoping call.