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AI agent for channel partner managers

Partner Onboarding Progress Agent

New partners productive within 90 days

MonitoringAutomationSalesManagement
See how it worksGet access
Partner Onboarding Progress Agent: what goes in, what the agent does and what you get

What it does

New partners need training, portal access and a first deal before they become productive, and many stall quietly after signing. When a partner signs, this agent reads the agreement tier and partner contacts and creates an onboarding plan with training, setup and first-deal targets. It tracks progress weekly from the partner portal and CRM and confirms training through certification records, not just enrollments. When a partner stalls for more than 14 days, it finds the blocking step and drafts help, such as a training session or a setup call. The partner manager approves all outreach. It then checks whether the partner has registered a first deal by day 90; if not, it flags the partner for a closer look. A first registered deal marks onboarding as complete. Edge case: when a partner's main contact leaves, the agent asks for a new contact and resends pending steps.

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
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Partner signs the agreement 2 USES A TOOL Read the agreement tier and partner contacts 3 DOES Create the onboarding plan with training, setup andfirst deal targets 4 USES A TOOL Track progress weekly from the portal and CRM 5 CHECKS THE RESULT Is the partner on schedule? If not: find the blocked step and draft an outreach notewith help offered. Back to step 4. 6 YOU APPROVE Partner manager approves outreach 7 CHECKS THE RESULT Has the partner registered a first deal by day 90? If not: propose a revised plan with a joint call. Backto step 3. 8 RESULT Partner onboarded
Read the steps as a list
  1. Partner signs the agreement
  2. Read the agreement tier and partner contacts
  3. Create the onboarding plan with training, setup and first deal targets
  4. Track progress weekly from the portal and CRM
  5. Is the partner on schedule?If not: find the blocked step and draft an outreach note with help offered. Back to step 4.
  6. Partner manager approves outreachThe agent waits here for your OK.
  7. Has the partner registered a first deal by day 90?If not: propose a revised plan with a joint call. Back to step 3.
  8. Partner onboarded

How it decides

It tracks each step and flags stalls.

  • Stalls over 14 days flagged
  • Training confirmed by records
  • First deal target 90 days

Make it yours

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

  • Steps
  • Stall threshold
  • Target days
  • Messages

What keeps you in control

It always asks you first

  • Outreach

Hard limits

  • No commitments
  • Partner data protected

It stops when

  • Done: onboarded
  • Stop: partner exits

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 signs on January 15 at silver tier. The agent builds a 90-day plan with 4 certifications, portal setup and a first deal by April 15. In week 5 the check fails: only 1 of 4 sales reps has finished training. The agent drafts a note offering two live sessions, and the partner manager approves it. By week 8 all 4 are certified, and a first deal is registered on April 2.

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