How Partner Haven builds in 30 days
Week 0–1
Assess, architect & seed
- Rapid GTM review of sales/marketing motions, any partner attempts, and current data reality.
- Map the Partner OS as clear flowcharts for Prospecting, Recruiting, Onboarding, Engagement Rhythm™, Enablement.
- Draft runbooks (v0.9) with step-by-step actions, owners, inputs/outputs, and “done” checks.
- Author the reporting spec: KPI definitions, fields, saved views, dashboard layout, naming & hygiene rules.
- Build the first 50-prospect list: segment/rationale, primary contacts, and “start here” priorities.
- Write simple setup tasks and test scripts so anyone can configure and prove the flow works.
Inputs we need
- ICP notes & product overview
- Sample opps / current reports
- Any prior partner attempts
Artifacts we deliver
- 5 workflow flowcharts
- Runbooks v0.9 + checklists
- Reporting spec + tests
Proof we’re done
- 50 prospects (v0.9) w/ contacts
- 30-day plan & acceptance checks
- Owner walkthrough recorded
Weeks 1–4
Build, instrument & launch
- Finalize runbooks (v1) with clear owner actions, edge cases, and definitions that stick.
- Ship templates: deal/application form, warm-intro handoff, quarterly plan & review, enablement checks.
- Lock dashboard & data spec; review screenshot proofs of fields, views, filters, and layouts.
- Finalize 50-prospect list with segmentation and a “first 20 to contact” shortlist.
- Owner enablement: operating calendar, single source of truth, naming & versioning cadence.
- Live training & updates: two focused sessions + recorded Partner Journey Atlas™ tour.
Inputs we need
- Owner availability (2×60m)
- Logo/brand assets for docs
- Priority sanity checks
Artifacts we deliver
- Runbooks v1 + templates pack
- Partner Journey Atlas™ (final)
- Dashboards spec + tests
Proof we’re done
- Dashboards show real data
- Owner trained & operating
- Go-live note & change log
Day-30 Check
Processes published
Five runbooks & checklists are finalized and accessible in one place.
Partner Journey Atlas™ live
Your master guide with workflows, templates, and the operating calendar.
50 prospects identified
Pre-qualified targets with contacts, rationale, and a “first 20” to start.
Dashboard & data spec done
KPIs, fields, views, and layouts defined with simple test scripts.
Owner trained
Two live sessions + recorded Atlas walkthrough so your team can run it.
What you get — and what’s inside
Five operating processes
- Prospecting, Recruiting, Onboarding, Engagement Rhythm™, Enablement.
- Step-by-step actions, owners, inputs/outputs, “done” checks.
- Built-in checklists and simple definitions to prevent drift.
Partner Journey Atlas™
- Workflows, checklists, templates, glossary, and owner map.
- Operating calendar, single source of truth, versioning & change-log.
- Quarterly plan & review (QBR/JBP) pack ready to run.
50 pre-qualified prospects
- Company, segment, rationale; primary contacts & links.
- Priority tiers + “first 20 to contact” shortlist.
- Outreach angles and intro talking points.
Dashboard & data spec
- KPI definitions; required fields; saved views & filters.
- Dashboard layouts; naming & hygiene conventions.
- Simple test scripts to validate setup & attribution.
Templates pack
- Deal/application form & warm-intro handoff.
- Quarterly plan & review (targets, actions, notes).
- Enablement checklists & content starter list.
Live training & updates
- Two focused sessions to onboard owners & handle real scenarios.
- Recorded Partner Journey Atlas™ walkthrough for always-on reference.
- Update pass when playbooks evolve to keep docs in lockstep.