Notes on tech partnerships, revenue, and relationships.
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AI-assisted security questionnaires and RFP responses
How to draft security questionnaire and RFP answers from a knowledge base with AI, keep a human sign-off, and stop stale or invented controls from shipping.
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Building an internal partner dashboard with AI
How to auto-build an internal partner dashboard from call transcripts and CRM fields, what to surface for operators and execs, and how to keep the view trustworthy.
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AI for partner research and qualification
How to research partner fit, enrich accounts, and qualify technology partners with AI, then verify every output before you spend engineering time.
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Using AI to prototype partner integrations
How to spike a partner integration with an AI assistant, learn fast from a sandbox, and keep a review-and-ship discipline so drafts never become production by accident.
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Automating account mapping with AI
How to match partner account lists with AI, deduplicate names, prioritize co-sell targets, and handle privacy when two companies share customer data.
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AI-generated partner collateral: process and guardrails
How to draft partner one-pagers, decks, and FAQs with AI, keep brand control, and run a human edit pass before anything reaches a partner.
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Partner communications: newsletters, updates, and roadmap sharing
Cadence, channels, and what to share with partners (and what to hold). How to run a newsletter they will read, and how to share roadmap without overpromising.
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Managing a partner pipeline in your CRM
A lean CRM setup for partner pipeline: the fields, stages, deal registration, and reports finance will trust. HubSpot and Salesforce as examples of CRMs, not as claimed partners.
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The partner portal: build, buy, or spreadsheet?
When a partner portal should be a spreadsheet, a bought PRM, or a build. Must-have features, a maturity ladder, and how to avoid premature tooling.
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