Library/Channel, Partner & Indirect Sales/Partner Performance Management/Prep a partner review that changes next quarter
TestedChannel, Partner & Indirect SalesSame-Day Use (under 30 min)

Prep a partner review that changes next quarter

Prep a partner performance review that shifts next quarter's behavior instead of being an awkward numbers read-out.

About this prompt

This prompt helps Partner and Channel Managers prep a one-on-one performance review that actually changes a partner's behavior rather than just reciting their metrics. It produces a tailored opening, a non-defensive way to present the data, accountability framing for hard topics, and mutually-owned goals. Use it before a scheduled partner review when you want a productive working session, not a grading.A partner review that feels like a scolding gets the partner to disengage, and one that just recaps numbers changes nothing. This prompt structures the review as a forward-looking joint session and adapts the approach to the specific partner in front of you. You provide the partner and how they're doing in PARTNER, HOW THEY'RE DOING (strong / mixed / weak), the relationship state in HEALTHY / STRAINED / TRANSACTIONAL, your goal for the review in MORE PIPELINE / BETTER CONVERSION / RE-ENGAGEMENT / GOAL-SETTING, their numbers in THEIR METRICS, and any landmines in ANYTHING TRICKY (declining performance, a conflict, an unmet commitment). It returns the right opening for this partner, the two or three metrics to focus on, a respectful way to raise underperformance without triggering defensiveness, and goal-setting that the partner helps shape so they buy in. Use this for the individual review conversation, distinct from the QBR prompt, which designs a broader strategic session. The tip: be specific in the sensitive-topics field, since the hardest part of any review is raising an unmet commitment in a way that holds the partner accountable but keeps them engaged.

The prompt

I have a performance review coming up with a partner and I want it to actually change their behavior next quarter, not be an awkward read-out of their numbers. Help me prep and structure it. Context:
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Variables to replace

PARTNER, HOW THEY'RE DOING — STRONG / MIXED / WEAK | HEALTHY / STRAINED / TRANSACTIONAL | MORE PIPELINE / BETTER CONVERSION / RE-ENGAGEMENT / GOAL-SETTING | THEIR METRICS | ANYTHING TRICKY — DECLINING PERFORMANCE, A CONFLICT, AN UNMET COMMITMENT

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

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StageOngoing/Cross-Stage
SeatPartner Manager,Channel Manager
DifficultyIntermediate
Time to valueSame-Day Use (under 30 min)
Works withAI-Agnostic
CategoryChannel, Partner & Indirect Sales
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