Partner intake

What it does

Reads what is already settled about a partner or a program before any work starts, which means who the partner is and what they sell, what each side owes under the agreement, what the program has to deliver and by when, and what the partner was certified on and what has changed since.

Where it happens

The agent does this in four activities across three reference processes. Each one names the activity as that process words it.

• Check What the Partner Holds
  • ref/mkt/enable-channel-partner, activity 2 - Enable Channel Partner
• Take in the Partner
  • ref/mkt/enable-channel-partner, activity 1 - Enable Channel Partner
• Take in the Partner Agreement
  • ref/mkt/co-marketing-campaign, activity 1 - Run Co-Marketing Campaign
• Take in the Program Design
  • ref/mkt/channel-program, activity 1 - Launch Channel Program

What to record

The partner record at a version, naming the agreement it rests on, the tier the partner holds, the date that tier was set and who set it. For everything the partner was given, the version it was at and the date it went to them. For every person the partner put through training, what they were trained on and the date they finished. A dated line for each obligation as it comes due, saying whether it was met and by whom. What the partner delivered back, counted against what the agreement asked for, at the cadence the process sets. The CONVENED and DONE records of everything it convenes, and the approval record behind every release and every tier change.

That contract covers every activity this abstract agent takes on, and it is repeated in com.agentcatalog.agent/RECORDS.md. What the abstract agent does not do is in com.agentcatalog.agent/NOT.md.