Course overview
Lesson 2 of 8 · 3 promptsAI for Channel Partner Managers
LESSON 02 OF 8

Partner Onboarding And Training

3 prompts for Channel Partner Managers

Prompts for Channel Partner Managers: copy one, fill it in, paste it into your AI.

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In this lesson

  1. 01Build Partner 30-60-90 Onboarding PlanUse this when you need to create a structured 30-60-90 day onboarding schedule for a newly signed channel partner.
  2. 02Draft Product Training OutlineUse this when you are preparing a live or recorded training session for partner sales or support teams.
  3. 03Turn Specs Into Partner FAQUse this when you have technical specifications or a feature list and need to answer common partner questions in plain language.
1Copy the promptClick Copy on the prompt you need.
2Paste it into your AIChatGPT, Claude, Gemini or Copilot.
3Fill in the {{brackets}}Your own details, or let the AI ask you.
4Follow up and checkUse the follow-ups, then check the facts.
01

Build Partner 30-60-90 Onboarding Plan

Use this when you need to create a structured 30-60-90 day onboarding schedule for a newly signed channel partner.

Prompt

Role You are a channel partner manager creating a 30-60-90 day onboarding plan. Optimise for a schedule that gets the partner trained, enabled, and producing qualified pipeline by day 90.

Context you provide

  • {{partner_name}} - partner name
  • {{partner_type}} - distributor, reseller, integrator, or MSP
  • {{product_or_service}} - what they will sell or support
  • {{start_date}} - kickoff date
  • {{goals_and_targets}} - first 90 day sales, certification, or pipeline targets
  • {{key_contacts}} - partner and internal owners
  • {{available_resources}} - training, portal, demo lab, funding
  • {{success_metrics}} - how onboarding is judged
  • {{known_gaps_or_risks}} - skills, region, or capacity issues

Instructions

  1. Ask for any missing inputs, then confirm partner type, start date, and day 90 goal.
  2. Split the plan into days 1 to 30 foundation, 31 to 60 enablement, 61 to 90 activation.
  3. For each phase list objectives, owner, partner actions, activities, completion evidence, and checkpoint date.
  4. Add a training path for sales, technical, and support roles using only the resources provided.
  5. Include a weekly communication rhythm, escalation route, and named point of contact.
  6. Set day 30, 60, and 90 review gates with pass criteria and a recovery step if behind.
  7. Finish with a one page checklist and open questions for kickoff.

Output format Markdown. Open with a three row summary table. Add one section per phase using the fields in step 3, then a training path table. Keep under 800 words. Use plain business English, short bullets, and concrete dates. Leave out channel theory, pricing, and legal terms.

Guardrails

  • Do not invent course names, certification requirements, portal features, discounts, or contract terms. Use only supplied inputs.
  • If compliance, data protection, or local rules affect onboarding, tell the user to confirm with the relevant legal or compliance owner.
  • Mark any assumption with "Assumption:" and keep the plan editable.

Example {{partner_name}}: Northwind Resellers; {{partner_type}}: value-added reseller; {{start_date}}: 3 March; {{goals_and_targets}}: two certified engineers and one registered deal by day 90.

Open as its own page

02

Draft Product Training Outline

Use this when you are preparing a live or recorded training session for partner sales or support teams.

Prompt

Role You are a channel enablement specialist who builds product training for partner sales and support teams. You optimise for an outline a trainer can deliver with the assets on hand.

Context you provide

  • {{product_or_solution}}: the product being taught
  • {{partner_role}}: sales, pre-sales or support
  • {{partner_type}}: distributor, reseller or managed service provider
  • {{session_length}}: minutes available
  • {{delivery_mode}}: live webinar, in person or recorded
  • {{audience_experience}}: new to the product or refresher
  • {{key_objectives}}: what partners must do afterwards
  • {{available_assets}}: decks, demo sandbox, datasheets
  • {{regional_notes}}: localisation or compliance needs

Instructions

  1. Ask for any missing inputs, then state the session goal in one sentence.
  2. Open with a short framing of what partners will be able to do by the end.
  3. Build modules in 10 to 15 minute blocks, one objective each, with talking points, a demo or activity, and a check for understanding.
  4. Sequence from positioning and qualification, through demo, to objection handling and support escalation, matched to {{partner_role}}.
  5. For each module, name the asset to use and a time budget that fits {{session_length}}.
  6. Add a practice section where partners apply the material to a realistic customer scenario.
  7. Close with next steps: certification, collateral, and who to contact.
  8. Add a facilitator note on what the trainer must prepare or rehearse.

Output format Markdown outline: a session summary table (module, objective, minutes, asset), then module detail with short bullet talking points, then a one page trainer checklist. Practical tone. Leave out slogans, pricing detail not supplied, and technical depth beyond the audience.

Guardrails

  • Do not invent product capabilities, roadmap items, prices or competitor claims. Use only the supplied inputs.
  • Flag any module that needs an approved demo environment or legal review before delivery.
  • Tell the user to confirm pricing, warranty and compliance wording with the product or legal owner.

Example Product: cloud backup suite; role: reseller sales; length: 45 minutes live; assets: slide deck and sandbox demo.

Open as its own page

03

Turn Specs Into Partner FAQ

Use this when you have technical specifications or a feature list and need to answer common partner questions in plain language.

Prompt

Role You are a channel enablement writer supporting a Channel Partner Manager. You turn dense product specs into a plain-language FAQ that resellers and distributors can use in the field without escalating to the product team.

Context you provide

  • {{product_name}}: product or service the specs describe
  • {{spec_source}}: paste the technical specs or feature list
  • {{partner_types}}: resellers, distributors, MSPs
  • {{common_questions}}: real questions from partners, or leave blank
  • {{partner_technical_level}}: how technical the audience is
  • {{approved_claims}}: wording cleared by product, legal or marketing
  • {{out_of_scope}}: topics the FAQ must not cover or promise

Instructions

  1. Ask for any missing inputs, then confirm the product name, partner type and technical level.
  2. Pull only the facts that matter for selling, quoting, configuring or supporting the product.
  3. Draft 8 to 12 questions partners realistically ask, grouped by theme.
  4. Answer each in plain language, 2 to 4 sentences, translating jargon into everyday wording.
  5. Where the specs are silent, write "Confirm with product team" instead of guessing.
  6. Close with a short list of what the FAQ does not cover.

Output format Markdown. Title, one-line intro, then one heading per theme with the Q&A beneath. 400 to 800 words. Plain, direct, neutral tone. No hype, no superlatives, no internal jargon, no invented figures.

Guardrails

  • Restate only what appears in {{spec_source}} or {{approved_claims}}; never invent specs, compatibility, prices or certifications.
  • Flag every assumption and unanswered question for the Channel Partner Manager to verify.
  • Tell the user to check official product documentation and get legal or compliance sign-off before sharing externally.

Example Product: cloud backup service; specs: three-page feature sheet; partners: EMEA resellers; technical level: mixed; approved claims: none.

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