Library/Channel, Partner & Indirect Sales/Deal Registration & Partner Pipeline/Review a partner deal registration to approve or reject
TestedChannel, Partner & Indirect SalesSame-Day Use (under 30 min)

Review a partner deal registration to approve or reject

Walk a deal reg against your rules to make a fair, consistent, defensible approve / reject / flag call.

About this prompt

This prompt helps Partner and Channel Managers decide whether to approve, reject, or flag a deal registration in a way that's fair, consistent, and defensible if the partner pushes back. It runs eligibility and conflict checks, applies a fairness lens, and gives a rule-based decision. Use it during pipeline management whenever a partner submits a registration you have to rule on.A deal-reg decision has to be defensible, because inconsistency and hidden bias toward your direct team poison the channel. This prompt walks the registration against your rules. Describe the submission under PARTNER, DEAL DETAILS (account, contact, deal size, what they claim they sourced), paste your rules under THE RELEVANT RULES (what qualifies, exclusivity, time limits, sourcing requirements), note what you already know under ANY EXISTING ACTIVITY (your direct team, another partner, prior registration), and list conflict signals under DUPLICATE REG / DIRECT TEAM ALREADY ENGAGED / ACCOUNT EXCLUSIONS. You get an eligibility check against each criterion, a conflict check, a decision of approve / reject / flag-for-review with rule-based reasoning, a fairness lens on consistency with prior rulings, and a list of what to confirm before deciding. One tip: it includes an honest test of whether a rejection is rule-based or whether you're leaning toward your direct team's interest, so use it specifically on the close calls, because protecting direct revenue at the expense of a legitimate reg is what breaks partner trust.

The prompt

A partner submitted a deal registration and I need to decide — approve, reject, or flag — in a way that's fair, consistent, and defensible if they push back. Help me make the call. The registration:
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Variables to replace

PARTNER, DEAL DETAILS — ACCOUNT, CONTACT, DEAL SIZE, WHAT THEY CLAIM THEY SOURCED | THE RELEVANT RULES — WHAT QUALIFIES, EXCLUSIVITY, TIME LIMITS, SOURCING REQUIREMENTS | ANY EXISTING ACTIVITY — OUR DIRECT TEAM, ANOTHER PARTNER, PRIOR REGISTRATION | DUPLICATE REG / DIRECT TEAM ALREADY ENGAGED / ACCOUNT EXCLUSIONS

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

Make it yours

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