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partnerships-architect

alirezarezvani/claude-skills alirezarezvani/claude-skills

通过划分合作伙伴等级、制定90天联合市场进入(GTM)计划、建模收入分成模式,以及确定表现不佳的合作关系的终止标准,对潜在合作伙伴关系进行评估。

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更新时间 2026-09-01

partnerships-architect

目的

当潜在合作伙伴出现时,帮助合作伙伴关系负责人、业务发展负责人以及创始人兼首席执行官回答以下四个问题:

  1. 这是真正的合作伙伴,还是只是在寻找优惠条款却没有独立需求的人?
  2. 我们应将其归入哪个合作层级?(推荐合作/分销商/OEM/系统集成与咨询/战略联盟)
  3. 如何制定一份90天的联合市场推广(GTM)计划,以证明该合作伙伴关系行之有效?
  4. 什么样的收入分成方案在经济上合理——以及在什么条件下,合作伙伴关系能比直接销售更具优势?

该技能会给出合作层级评估 + 市场推广计划 + 收入分成区间,并明确规定终止合作标准。它 不会直接签署协议。用户运行该技能后,由人工进行最终决策。

何时使用

  • 潜在合作伙伴已主动联系并提出经销商/OEM/“战略”合作条款
  • 您正在设计新的合作伙伴计划分级结构
  • 您正在审查表现不佳的现有合作伙伴关系,并需决定:重新分级、调整市场推广策略,还是终止合作
  • 某家知名大客户希望建立“战略联盟”——而您需要验证其真实性,而非供应商锁定的做秀
  • 某咨询公司或系统集成商希望就您的产品获得服务收入分成
  • 某平台供应商提出OEM/白标合作,你需要进行收益模型测算
  • 您怀疑所谓的“合作伙伴来源”交易,实际上是您的销售管道被榨取利润

请勿用于以下情况:

  • 技术演示和概念验证(POC)→业务增长/销售工程师
  • 现有渠道的服务成本与投资回报率(ROI)测算 → 同级渠道经济分析
  • 全公司营收战略 →高管顾问/首席营收官顾问
  • 收购公司而非建立合作伙伴关系 →高管顾问/并购指南
  • 已签署合作伙伴合同内的单笔交易折扣审批 →交易处理台

工作流程

步骤 1 — 接案(约 20 分钟)

填写assets/partnership_intake_template.md。记录以下信息: 合作伙伴名称、合作伙伴类型、独立需求证明 (其开发的目标客户名单、与终端客户的关系、 其销售团队规模)、战略价值(地域/产品/品牌/渠道经济效益)、 其提出的承诺(联合营销预算、专职人员配置、认证、 销售目标)。

如果无法如实填写接洽模板,则该潜在合作伙伴尚未 展现出足够的实质内容以供评估。停止。与他们重新沟通。

步骤 2 — 分级分类

运行脚本/partner_tier_classifier.py --input intake.json --profile saas --output markdown。 输出结果将合作伙伴划分为 5 个等级中的 1 个——推荐合作伙伴 / 经销商 / OEM / 系统集成与咨询 / 战略合作伙伴——并设有确定性的最低门槛。战略合作伙伴需满足:指定客户数量 ≥ 5 且 有多年期承诺且配备专职资源。该脚本会输出评估依据及淘汰标准。

步骤 3 — 联合 GTM 计划

运行脚本scripts/joint_gtm_planner.py --input gtm.json --profile saas --output markdown。 输出:包含上市前里程碑(培训、认证、材料)、 上市方案(目标客户、销售策略、市场开发基金分配)、季度中期检查点以及 90天成功标准的90天计划。 验证:无法为“推荐”层级规划渠道主导的GTM方案;无法 为非OEM层级规划白标方案。

步骤 4 — 收入分成模型

运行脚本:`scripts/revshare_modeler.py --input revshare.json --output markdown.` 计算 直接交易与通过合作伙伴交易各自的利润率;基于合作伙伴 贡献深度(引流 > 影响 > 成交)推荐的收入分成百分比区间;合作伙伴投资回报率(ROI)的盈亏平衡点,以及 长期经济效益——在预期规模下,合作伙伴的经济效益是否优于直接销售?

步骤 5 — 决策

将合作层级 + 市场进入计划 + 收益分成区间提交至合作伙伴委员会审议。Skill 不会签署 合作伙伴协议——由您签署。在合同中明确记载终止条款,确保一旦触发, 解约流程将自动执行。

脚本

  • scripts/partner_tier_classifier.py— 5级分类器,每级设有确定性下限
  • scripts/joint_gtm_planner.py— 90天联合市场进入计划生成器,包含经分级验证的行动方案
  • scripts/revshare_modeler.py— 收入分成区间 + 盈亏平衡投资回报率 + 长期经济效益模型

所有脚本:仅使用标准库。--help--sample参数在三个脚本中均有效。

快速示例

# 针对内置示例合作伙伴生成一个 5 级合作伙伴分类结果,每级均设有确定性下限
cd commercial/skills/partnerships-architect && python3 scripts/partner_tier_classifier.py --sample

参考资料

  • references/channel_partner_canon.md— Caro 关于惠普(HP)间接渠道、Chintagunta 关于渠道经济、Hessling 关于合作伙伴计划、Forrester 渠道软件堆栈、IDC 渠道研究、Tien Tzuo 订阅渠道模型、Geoffrey Moore 关于全产品合作伙伴关系
  • references/joint_gtm_canon.md—— Aaron Ross 的《可预测收入》(冷启动与合作伙伴对比)、《设计致胜》、Jay McBain 关于联合销售的论述、微软合作伙伴网络手册、AWS 合作伙伴网络研究、SiriusDecisions 合作伙伴基准、Bridge Group 的 SaaS 合作伙伴数据
  • references/partnership_anti_patterns.md— 弗雷斯特(Forrester)关于“由销售管道驱动的合作伙伴模式”的研究、汤姆·通古兹(Tom Tunguz)关于渠道冲突的论述、赫斯林(Hessling)的失败案例分析、麻省理工学院斯隆管理学院(MIT Sloan)关于不均衡战略收入分成、惠普(HP)渠道项目复盘、IBM渠道冲突案例、Salesforce AppExchange研究

假设

  • 无法提供独立需求证明(指定客户、终端客户 关系、自有销售团队)的合作伙伴,只是在寻求优惠条款,而非真正的合作伙伴。
  • 行业概况(--profile)用于调整默认值——不会覆盖您的数据。
  • 收入分成百分比区间仅为建议;合同谈判、市场发展基金(MDF)政策以及 独家合作条款均属于本工具范围之外的人为商业决策。
  • “由合作伙伴来源”要求该合作伙伴既引入了交易,又拥有 主要客户关系。“受合作伙伴影响”则按较低的分成区间支付。佣金归属 比幻灯片演示文稿中的声明更为重要。
  • 本技能用于合作伙伴关系设计,而非已签约合作伙伴的交易管理——一旦 签约,每笔交易的商业审查将转交交易台处理。
  • 必须设定终止标准。如果合作伙伴关系中没有书面规定的终止触发条件, “劣质合作伙伴”的问题将随着时间推移而日益恶化。

反模式

  • “合作伙伴=任何提出请求的人”。没有独立需求的合作伙伴只是折扣猎手。 运行分级分类器——“推荐”层级的存在,正是为了吸收这类需求,同时避免 让利给经销商。
  • 在利润率不足以覆盖支持成本的情况下授予 OEM/白标条款。OEM 意味着 你为一个不属于你的客户提供支持。如果收入分成无法覆盖二级支持成本, 那么 OEM 交易就是一笔亏本交易。
  • 对仅受影响的交易支付“引荐层”的收入分成。受影响 ≠ 促成。该交易 本来就会成交。按“受影响”的费率支付即可。
  • 对表现不佳的合作伙伴缺乏终止标准。没有设定期限的“战略联盟” 在高管赞助人离职后会变成永久性义务。
  • 渠道冲突被忽视,直到销售代表离职。当您的直营代表和合作伙伴 同时出现在同一客户处时,您要么失去该代表,要么失去该合作伙伴。请在事发前 而非事后制定合作规则。
  • 将独家区域授予实力薄弱的合作伙伴。这会将本应 真正开发出这些交易的实力强劲的合作伙伴排除在外。
  • 市场开发基金(MDF)缺乏投资回报(ROI)问责机制。若市场开发基金未明确指定销售线索、 未报告投资回报率(ROI)且未进行季度对账,则仅属补贴而非投资。
  • 合作终止时缺乏离职交接计划。客户延续、数据移交、知识产权 清理及品牌下线等事项必须预先协商。一旦关系恶化, 这些事项将无法协商。

有别于

  • 业务增长/销售工程师——技术销售:演示、概念验证(POC)、集成范围界定。 在合作伙伴关系确定且交易正在推进后开展工作。
  • 渠道经济学(相关岗位)——针对现有渠道的服务成本与投资回报率(ROI)测算。 量化评估已签约合作伙伴是否盈利。partnerships-architect 决定 是否签约以及签约等级。
  • 高管顾问/首席营收官顾问— 战略性首席营收官(CRO)决策(何时聘请渠道副总裁、 全公司营收结构决策)。partnerships-architect 针对每项合作伙伴关系。
  • c-level-advisor/ma-playbook— 当答案是“收购他们”而非“与 他们合作”时。触发条件:合作伙伴拥有您无法复制的独立护城河,或者 该合作关系需要股权来对齐激励机制。请转至 ma-playbook。
  • 交易处理台— 对已签署的合作伙伴合同,按每笔交易审批折扣。

关键问题库(Matt Pocock 严苛审查机制)

/cs:grill-commercial或协调员逐一引导。每个问题建议提供推荐答案及 权威引用。切勿捆绑提问。在开启第 4-6 个问题前,先锁定第 1-3 个问题。

  1. “列举该合作伙伴在过去12个月内已向哪些终端客户销售过产品——且这些公司是你自己也会瞄准的目标。” 建议:若无法列举,则表明其缺乏独立需求。即使签约,也仅限于“推荐”层级, 且仅在此情况下签约经销商/OEM/战略合作伙伴等层级必须证明其拥有终端客户关系。 权威依据:乔·赫斯林(Joe Hessling)——合作伙伴计划失败分析指出,“缺乏独立需求” 是合作伙伴层级失效的首要根本原因。

  2. “该合作伙伴是在寻求优惠的商业条款,还是在询问如何为您带来客户?” 建议:只追求折扣者首先谈条件;真正的合作伙伴首先谈客户。请 倾听首次会议的前30分钟。 佳能:Forrester渠道研究显示——早期SaaS企业中超过60%的“合作伙伴咨询” 实为折扣猎手,而非渠道投资。

  3. “请用一句话概括联合价值主张,并明确它服务于哪位特定终端客户?” 建议:如果联合价值主张无法区别于任何一方的独立产品, 那么就不存在真正的合作伙伴关系——充其量只是联合营销。 准则:杰弗里·摩尔(《跨越鸿沟》)——当 任何一方单独都无法实现客户预期成果时,才存在“全产品”合作伙伴关系。

  4. “在多少百分比的折扣/收入分成下,这种合作关系才能在经济效益上超越直销,且需要达到什么规模?” 建议:模拟盈亏平衡的销售 pipeline 量。如果合作伙伴带来的交易必须超过 渠道总量的 30% 才能胜过直销,而合作伙伴实际只能贡献 5%,那么你 建立的将是一个注定失败的项目。 经典观点:普拉迪普·钦塔贡塔(芝加哥布斯商学院)关于渠道经济学的论述——缺乏 销售量下限的渠道合作伙伴关系,理论上无法实现盈亏平衡,实践中则会亏损。

  5. “终止该合作关系的明确终止标准是什么?这些标准是否写入合同?” 建议:按季度设定的最低销售 pipeline 底线、最低认证资源数量、最低 联合成交交易量,以及90天的整改期。若无预先商定的标准就终止合作,将演变为 长达两年的法律纠纷。 佳能:IBM渠道冲突案例研究(1990年代业务剥离后)——未记录的终止 标准将不良合作伙伴变成了永久性负担。

  6. “如果该合作伙伴向贵公司的直接客户之一销售产品,谁胜出——贵公司的销售代表还是他们?” 建议:将《合作守则》以书面形式制定,并在项目启动前签署。按指定 客户、细分市场或地理区域划分区域。由指定人员而非委员会负责解决冲突。 经典案例:杰伊·麦克贝恩(Canalys)——渠道冲突是扼杀合作伙伴计划的头号杀手;在合作伙伴签约前公布书面 《合作规则》(ROE),可预防80%的纠纷。

  7. “这是合作伙伴关系,还是应该视为收购?” 建议:如果合作伙伴拥有你无法复制的独立护城河,且 该合作关系要求多年排他性,同时需要类似股权的 利益对齐,那么你描述的实际上是一笔收购。请转至并购手册。 佳能案例:惠普渠道项目复盘(Indigo、EDS部分整合)——以“无股权收购”形式构建的 合作伙伴关系,其造成的价值破坏比纯粹的收购或独立运营模式都要严重。

采用深度优先策略。在开启第4-7步(结构 是否正确?)之前,先锁定第1-3步(这是真正的合作伙伴吗?)。当所有7个问题都得到解答后,按顺序调用partner_tier_classifier.pyjoint_gtm_planner.pyrevshare_modeler.py

在 GitHub 上查看
---
name: partnerships-architect
description: Evaluates prospective partnerships by classifying partner tier, designing a 90-day joint GTM plan, modeling revshare economics, and surfacing kill criteria for under-performing partnerships.
license: MIT
---

# partnerships-architect

## Purpose

Help Head of Partnerships, Head of BD, and Founder-CEOs answer four questions when a
prospective partner shows up:

1. **Is this a real partner, or someone hunting preferential terms without independent demand?**
2. **At what tier should we sign them?** (Referral / Reseller / OEM / SI-Consulting / Strategic Alliance)
3. **What's the 90-day joint GTM plan that proves the partnership works?**
4. **What revshare makes economic sense — and at what point does the partnership beat direct sale?**

The skill emits a tier verdict + GTM plan + revshare band with explicit kill criteria. It
does **not** sign the deal. The human, after running this skill, decides.

## When to use

- A prospective partner has approached and asked for reseller / OEM / "strategic" terms
- You're designing a new partner program tier structure
- You're reviewing an existing partnership that's underperforming and need to decide: re-tier, restructure GTM, or unwind
- A Big Logo wants a "strategic alliance" — and you need to validate it's real, not vendor-lock theatre
- A consulting firm or SI wants services revshare on your product
- A platform vendor offers OEM / white-label and you need to model the math
- You suspect "partner-sourced" deals are actually your own pipeline being skimmed for margin

**Do not use for:**
- Technical demos and POCs → `business-growth/sales-engineer`
- Cost-to-serve and ROI math on existing channel → sibling `channel-economics`
- Whole-company revenue strategy → `c-level-advisor/cro-advisor`
- Acquiring a company instead of partnering → `c-level-advisor/ma-playbook`
- Per-deal discount approval inside a signed partner contract → `deal-desk`

## Workflow

### Step 1 — Intake (≈ 20 min)

Fill `assets/partnership_intake_template.md`. Capture: partner_name, partner_type, evidence
of independent demand (named accounts they've sourced, end-customer relationships,
their sales team size), strategic value (geo / product / brand / channel economics),
commitments they've offered (joint marketing spend, dedicated headcount, certification,
sales targets).

If the intake template can't be honestly filled out, the prospective partner has not
demonstrated enough substance to evaluate. Stop. Go back to them.

### Step 2 — Tier classify

Run `scripts/partner_tier_classifier.py --input intake.json --profile saas --output markdown`.
Output ranks the partner into 1 of 5 tiers — REFERRAL / RESELLER / OEM / SI-CONSULTING /
STRATEGIC — with deterministic floors. STRATEGIC requires named_accounts ≥ 5 AND
multi-year commit AND dedicated resources. Skill emits rationale + kill criteria.

### Step 3 — Joint GTM plan

Run `scripts/joint_gtm_planner.py --input gtm.json --profile saas --output markdown`.
Output: 90-day plan with pre-launch milestones (training, certification, materials),
launch motion (target accounts, sales play, MDF allocation), mid-quarter checkpoint, and
90-day success criteria. Validates: cannot plan channel-led GTM for REFERRAL tier; cannot
plan white-label for non-OEM tier.

### Step 4 — Revshare model

Run `scripts/revshare_modeler.py --input revshare.json --output markdown`. Computes
margin per deal direct vs. via partner, recommended revshare % band based on partner
contribution depth (sourced > influenced > delivered), break-even partner ROI, and
long-term economics — at projected scale, does partner economics beat direct?

### Step 5 — Decide

Take tier + GTM plan + revshare band into the partnership committee. Skill does not sign
the partner — you do. Document kill criteria in the contract so the unwind is mechanical
when triggered.

## Scripts

- `scripts/partner_tier_classifier.py` — 5-tier classifier with deterministic floors per tier
- `scripts/joint_gtm_planner.py` — 90-day joint GTM plan generator with tier-validated motion
- `scripts/revshare_modeler.py` — revshare band + break-even ROI + long-term economics

All scripts: stdlib only. `--help` and `--sample` work on all three.

## Quick example

```bash
# Emits a 5-tier partner classification with deterministic floors per tier for the built-in sample partner
cd commercial/skills/partnerships-architect && python3 scripts/partner_tier_classifier.py --sample
```

## References

- `references/channel_partner_canon.md` — Caro on HP indirect channels, Chintagunta on channel economics, Hessling on partner programs, Forrester channel software stack, IDC channel research, Tien Tzuo subscription-channel models, Geoffrey Moore whole-product partnerships
- `references/joint_gtm_canon.md` — Aaron Ross *Predictable Revenue* (cold-source vs partner), Winning by Design, Jay McBain on co-sell, Microsoft Partner Network playbook, AWS Partner Network research, SiriusDecisions partner benchmarks, Bridge Group SaaS partner data
- `references/partnership_anti_patterns.md` — Forrester partner-led-from-your-pipeline research, Tom Tunguz on channel conflict, Hessling failure analyses, MIT Sloan on disproportionate strategic revshare, HP channel post-mortems, IBM channel-conflict cases, Salesforce AppExchange research

## Assumptions

- A partner who cannot produce evidence of independent demand (named accounts, end-customer
  relationships, their own sales team) is hunting preferential terms, not a partner.
- Industry profiles (`--profile`) tune defaults — they don't override your data.
- Revshare % bands are recommendations; the contract negotiation, MDF policy, and
  exclusivity terms are human commercial decisions outside this skill.
- "Partner-sourced" requires the partner to have introduced the deal AND owned the
  primary relationship. "Partner-influenced" pays at a lower band. Pay attribution
  matters more than slide-deck claims.
- This skill is for partnership design, not signed-partner deal management — once
  signed, per-deal commercial review routes to `deal-desk`.
- Kill criteria are mandatory. A partnership without a written unwind trigger compounds
  the bad-partner problem over years.

## Anti-patterns

- **"Partner = anyone who asked."** A partner with no independent demand is a discount hunter.
  Run the tier classifier — REFERRAL tier exists precisely to absorb these without giving
  away reseller margin.
- **Granting OEM / white-label terms without margin sufficient to fund support.** OEM means
  you support a customer you don't own. If the revshare doesn't fund Tier-2 support cost,
  the OEM deal is a losing trade.
- **Paying sourced-tier revshare on influenced-only deals.** Influenced ≠ sourced. The deal
  was going to close anyway. Pay the influenced rate.
- **No kill criteria for under-performing partner.** "Strategic alliances" without sunset
  clauses become permanent obligations after the executive sponsor leaves.
- **Channel conflict ignored until reps quit.** When your direct rep and your partner both
  show up at the same account, you lose either the rep or the partner. Decide the rules of
  engagement before, not after.
- **Exclusive territory granted to a weak partner.** This locks out the strong partner who
  would have actually sourced the deals.
- **MDF without ROI accountability.** Market Development Funds without named pipeline,
  reported ROI, and a quarterly true-up are subsidy, not investment.
- **No offboarding plan when partnership ends.** Customer continuity, data hand-back, IP
  cleanup, and brand take-down must be pre-negotiated. They're impossible to negotiate after
  the relationship has soured.

## Distinct from

- **business-growth/sales-engineer** — technical sale: demos, POCs, integration scoping.
  Operates after the partnership decision is made and a deal is in flight.
- **channel-economics** (sibling) — cost-to-serve and ROI math on an existing channel.
  Quantifies whether a signed partner is profitable. partnerships-architect decides
  whether to sign in the first place and at what tier.
- **c-level-advisor/cro-advisor** — strategic CRO judgment (when to hire a VP Channel,
  whole-company revenue mix decisions). partnerships-architect is per-partnership.
- **c-level-advisor/ma-playbook** — when the answer is "acquire them" not "partner with
  them." Trigger: the partner has independent moat you cannot replicate, or the
  partnership requires equity to align incentives. Re-route to ma-playbook.
- **deal-desk** — per-deal discount approval on signed partner contracts.

## Forcing-question library (Matt Pocock grill discipline)

Walked one at a time by `/cs:grill-commercial` or the orchestrator. Recommended answer +
canon citation per question. Never bundled. Lock 1-3 before opening 4-6.

1. **"Name 5 end customers this partner has already sold to in the last 12 months — at companies you would target yourself."**
   Recommended: if they cannot, they have no independent demand. Sign at REFERRAL tier only,
   if at all. Reseller/OEM/Strategic floors require demonstrated end-customer relationships.
   Canon: Joe Hessling — partner-program failure analyses identify "no independent demand"
   as the #1 root cause of dead partner tiers.

2. **"Is this partner asking for preferential commercial terms, or asking how to bring you customers?"**
   Recommended: discount hunters lead with terms; real partners lead with accounts. Listen
   to the first 30 minutes of the first meeting.
   Canon: Forrester channel research — 60%+ of "partner inquiries" at early-stage SaaS are
   discount hunting, not channel investment.

3. **"What's the joint value proposition in one sentence, and who is the named end-customer it serves?"**
   Recommended: if there is no joint value prop distinct from either party's solo offering,
   there is no partnership — there is co-marketing at best.
   Canon: Geoffrey Moore (*Crossing the Chasm*) — whole-product partnerships exist when
   neither party alone delivers the customer outcome.

4. **"At what % discount / revshare does this partnership beat the direct-sale economics, and at what scale?"**
   Recommended: model break-even pipeline volume. If partner-sourced deals must exceed
   30% of channel volume to beat direct, and partner can plausibly deliver 5%, you have
   built a losing program.
   Canon: Pradeep Chintagunta (Chicago Booth) on channel economics — channel partnerships
   without volume floor break even in theory and lose money in practice.

5. **"What are the named kill criteria for unwinding this partnership, and are they in the contract?"**
   Recommended: minimum pipeline floor by quarter, minimum certified resources, minimum
   joint deals closed, 90-day cure period. Unwinding without pre-agreed criteria becomes
   a 2-year legal battle.
   Canon: IBM channel-conflict case studies (1990s post-divestiture) — undocumented kill
   criteria converted bad partners into permanent obligations.

6. **"If this partner sells to one of YOUR direct accounts, who wins — your rep or them?"**
   Recommended: Rules of Engagement in writing, signed before kickoff. Territory by named
   account, by segment, or by geo. Conflict resolution at named human, not committee.
   Canon: Jay McBain (Canalys) — channel conflict is the #1 partner program killer; written
   ROE published before partner signs prevents 80% of disputes.

7. **"Is this a partnership, or should this be an acquisition?"**
   Recommended: if the partner has independent moat you cannot replicate AND the
   partnership requires multi-year exclusivity AND the partnership requires equity-like
   alignment, you're describing an acquisition. Re-route to `ma-playbook`.
   Canon: HP channel post-mortems (Indigo, EDS partial integrations) — partnerships
   structured as acquisitions-without-equity destroy more value than either pure path.

Walk depth-first. Lock 1-3 (is this a real partner?) before opening 4-7 (is the structure
right?). After all 7 are answered, invoke `partner_tier_classifier.py` →
`joint_gtm_planner.py` → `revshare_modeler.py` in sequence.

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