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PARTNER EFFECTIVENESS ASSMENT

Unlock Partner Potential with Targeted Insights
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The Partner Effectiveness Assessment is a powerful tool designed to evaluate the current performance and impact of your partners. By diving into three key dimensions—Revenue Metrics, Deal Flow Metrics, and Partner Health Metrics—you’ll gain a holistic understanding of how each partnership contributes to your overall growth strategy.

This data-driven assessment helps you identify strengths, uncover gaps, and make informed decisions to optimize your partner ecosystem.

How to use this tool

  1. Set goals for your partner’s performance across three dimensions:
     - Revenue Metrics: Partner-sourced revenue, partner-influenced revenue, and revenue growth rate.
     - Deal Flow Metrics: Number of active leads, number of active deals, funnel conversion rates, and total pipeline value.
     - Partner Health Metrics: Partner ROI, partner satisfaction scores, and evidence of partner innovation.
  2. Collect data on your partner’s performance across the three dimensions - Setup a repeatable process for collecting qualitative and quantitative data for each of the KPI's.
  3. Analyze the results - By comparign the actual results vs the goals you set in step 1, you can pinpoint high-value partners for deeper collaboration and strategize improvement plans for underperforming relationships.
  4. Prioritize next steps - Together with your team, take the top 3-5 actionable insights from you analysis and plot them in the Flywheel Decision Matrix.
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Partner Assessment for Growth

Evaluate, Optimize, and Elevate Your Partnerships

  1. Strong partnerships are key to scalable growth, but not all partnerships are equally effective.
  2. This tool provides a clear picture of how your partners are performing in terms of revenue generation, deal activity, and overall relationship health.
  3. By identifying high-value partnerships and addressing underperformance, you can focus your resources where they’ll have the most impact—maximizing ROI and driving sustainable growth.

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