Fillable, customizable PDF toolkits for partner marketing managers, channel marketing managers, and alliance managers at B2B software companies. Ready to use the same day you download.
No partner ops team, no dedicated analyst, just you wearing five hats. Every page prompts the questions that turn scattered partner activity into real pipeline.
Partnerships are a channel to reach customers you can't reach alone, not a program to manage for its own sake. Every page ties back to pipeline, not administrative busywork.
Every section points at what actually sources deals: tiering, MDF, ecosystem leverage, so your effort goes where it counts.
Structured campaign briefs and calendars replace the guesswork, so you're not reinventing what to run every month.
Owners, dates, and metrics turn strategy into something that actually gets done, not just a good idea.
Built on the friction points a partner marketer hits while trying to build real pipeline, not a wishlist of nice-to-haves.
Deals close through partners but nobody can prove which ones sourced or influenced them, so the program's budget gets questioned every renewal.
No single tracker means duplicate registrations, channel conflict, and partners who stop trusting the process.
Partners sign, get excited, then go quiet because there's no structured plan pulling them through their first 90 days.
Budget gets approved over email with no record of what it funded or whether it actually worked.
No standard scorecard means every review starts from a blank slide, and leadership never sees consistent proof of ROI.
Marketing, product, and the tech partner each work from a different plan, so joint launches slip past their date.
Whether you need a fast plan to get organized this week or the full system with QBRs, MDF tracking, and integration launches built in, the Partner & Channel Marketing Planner meets your program where it is today. Quick-Start and Complete editions, both fillable, both ready the same day you download.
Instant digital download. Available on both Etsy and Shopify.