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AI agent for channel partner managers

Partner Onboarding Milestone Agent

A signed partner reaches its first live milestone on schedule with every task owned and tracked.

Project trackingSales
See how it worksGet access
Partner Onboarding Milestone Agent: what goes in, what the agent does and what you get

What it does

A partner signs, everyone celebrates, and then nothing happens for six weeks because nobody owns the first steps. This agent starts when the contract is signed. It reads the contract for commitments such as training, listing, integration and first deal targets, and builds a milestone plan with an owner and date on each side. Every week it checks email and the CRM for evidence that each task moved. Overdue steps are flagged, and it drafts a nudge to the right owner at your company or the partner. It rechecks after each reply and updates the plan. You approve every message that goes to the partner. Edge case: if a task is blocked by the partner's own approval process, it sets a longer date rather than nagging.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
ApprovedYes, continueApprovedYes, continueNoNo 1 STARTS WHEN Contract signed 2 USES A TOOL Read the contract and list commitments on both sides 3 DOES Build a milestone plan with owner and due date foreach task 4 YOU APPROVE VP approves the plan and owners 5 USES A TOOL Each week scan email and CRM for evidence on eachtask 6 CHECKS THE RESULT Is every task due this week backed by evidence? If not: mark the task overdue and gather more contextfrom the thread. Back to step 5. 7 DOES Draft a nudge to the task owner with the exact askand date 8 YOU APPROVE VP approves messages to the partner 9 CHECKS THE RESULT Did the owner respond and the task move? If not: escalate to the partner sponsor or your VP afterthe second missed date. Back to step 5. 10 DOES Update plan and dates, note blockers 11 RESULT Weekly onboarding status
Read the steps as a list
  1. Contract signed
  2. Read the contract and list commitments on both sides
  3. Build a milestone plan with owner and due date for each task
  4. VP approves the plan and ownersThe agent waits here for your OK.
  5. Each week scan email and CRM for evidence on each task
  6. Is every task due this week backed by evidence?If not: mark the task overdue and gather more context from the thread. Back to step 5.
  7. Draft a nudge to the task owner with the exact ask and date
  8. VP approves messages to the partnerThe agent waits here for your OK.
  9. Did the owner respond and the task move?If not: escalate to the partner sponsor or your VP after the second missed date. Back to step 5.
  10. Update plan and dates, note blockers
  11. Weekly onboarding status

How it decides

It marks a task done only with evidence such as an email, a ticket or a CRM entry. Otherwise the task stays open and is chased by owner and age.

  • Task overdue by 3 days: friendly nudge to the owner
  • Overdue by 10 days: escalate to the sponsor on that side
  • Task needs partner approval cycle: extend date by that cycle length and note it
  • All milestones done: close onboarding and hand over to account management

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Milestone template by partner type
  • Days before a nudge and an escalation (default 3 and 10)
  • Tone for partner messages
  • Systems to scan for evidence
  • Handover owner after onboarding

What keeps you in control

It always asks you first

  • The milestone plan
  • Every message to the partner
  • Marking onboarding complete

Hard limits

  • Never send a message to the partner without approval
  • Never mark a task done without evidence

It stops when

  • Done: all milestones met and handed over
  • Stop: partner pauses the relationship, VP decides

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA reseller signed on 3 June with five milestones. By 17 June, the product training had not happened. The agent checked the thread and found no evidence. It flagged the task and drafted a nudge to the partner trainer. No reply came in four days. After the second miss, the VP approved an escalation to the partner sponsor, and training was booked for 26 June.

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