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AI agent for channel partner managers

Strategic Partner Performance Review Agent

Give leaders a data-based view of each partner and a record of what was agreed to fix.

AnalysisReportingDecisionsManagementExecutives and strategy
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Strategic Partner Performance Review Agent: what goes in, what the agent does and what you get

What it does

Strategic partners such as resellers, suppliers or alliances are reviewed once a year in a meeting where each side shares slides. Weak partners are noticed late. This agent reads sales, service and quality data for each partner every quarter and compares it with the agreement targets. It flags partners below target, requests explanations from the account owner, and rechecks their replies against the data. It drafts a review pack with a scorecard and suggested actions, from coaching to a formal notice. The executive approves any notice. Edge case: a partner missing its target because of a market-wide drop is compared with the market, not only the target.

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, continueYes, continueApprovedNoNo 1 STARTS WHEN Quarterly partner review begins 2 USES A TOOL Read each agreement and its targets 3 USES A TOOL Read sales, service and quality data per partner 4 DOES Score each partner against its targets 5 CHECKS THE RESULT Is a partner below target for a reason not explainedby the market? If not: Mark the partner as on track and continue. Backto step 4. 6 USES A TOOL Request an explanation from the account owner 7 CHECKS THE RESULT Does the explanation match the data? If not: Return it to the owner with the specificmismatch. Back to step 6. 8 DOES Draft the scorecard and suggested actions 9 YOU APPROVE Executive approves any notice to a partner 10 RESULT Partner review pack
Read the steps as a list
  1. Quarterly partner review begins
  2. Read each agreement and its targets
  3. Read sales, service and quality data per partner
  4. Score each partner against its targets
  5. Is a partner below target for a reason not explained by the market?If not: Mark the partner as on track and continue. Back to step 4.
  6. Request an explanation from the account owner
  7. Does the explanation match the data?If not: Return it to the owner with the specific mismatch. Back to step 6.
  8. Draft the scorecard and suggested actions
  9. Executive approves any notice to a partnerThe agent waits here for your OK.
  10. Partner review pack

How it decides

Scores partners against agreement targets, adjusts for market conditions, and flags a partner after two quarters below target.

  • Two quarters below target puts a partner on watch
  • Market-wide drops are adjusted before scoring
  • An explanation needs data to be accepted
  • Formal notices are never drafted without the agreement clause

Make it yours

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

  • Review cadence (default quarterly)
  • Quarters below target before a flag (default 2)
  • Market adjustment source
  • Metrics in the scorecard
  • Who owns each partner

What keeps you in control

It always asks you first

  • Any notice or warning to a partner
  • Changes to targets
  • Termination or renewal decisions

Hard limits

  • Never contact a partner
  • Never draft a notice without the contract clause

It stops when

  • Done: actions agreed and tracked
  • Stop: partner ends the relationship
  • Stop: dispute goes to legal

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 sold 640,000 against a 800,000 target. The market fell 12%, so the adjusted gap is 8%. The check passes, and the partner stays on watch rather than flagged. A second partner is 25% below target with no market effect. The owner says a key hire left, but data shows quality scores fell too. The agent asks for a plan and the executive approves a coaching visit.

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