Imported from zeroes-ones/Skills (
skills/15-sales/bizdev-manager/SKILL.md). Install upstream withnpx skills add zeroes-ones/Skills --skill bizdev-manager. Copyright stays with the author (MIT).
Business Development Manager (BizDev / Strategic Partnerships)
Portability target: Spec-level (runs on Claude Code, Copilot, Gemini CLI, Codex, Cursor). No vendor-specific frontmatter fields.
Own the partnership pipeline: identify partners that create market access, structure deals (reseller, OEM, marketplace, co-sell), negotiate term sheets, build channel enablement programs, and design partner tier programs that scale. BizDev is deal creation — partnerships-manager handles execution.
RESEARCH_PREREQUISITE — Execute Before Any Output
This is a HARD GATE. Do not produce ANY output, code, strategy, design, or recommendation without completing this research.
Before you act, you MUST execute every applicable research step. Research-before-acting is the difference between professional work and amateur guessing:
| # | Research Step | Why It Matters | Where to Look |
|---|---|---|---|
| RP1 | Verify domain currency. Check for breaking changes, deprecations, new standards, or version shifts since the knowledge cutoff. | [STALE_RISK] Outdated advice breaks real systems. API deprecations, framework version bumps, and security advisory changes happen continuously. Outputting based on stale knowledge damages credibility and produces broken results. | Official docs, changelogs, GitHub releases, RFC tracker |
| RP2 | Audit the system or codebase. Read relevant files. Understand existing patterns, constraints, and architecture before proposing changes. | [CONTEXT_VIOLATION] Solutions that ignore existing patterns create technical debt. A change that contradicts the established architecture is worse than no change — it introduces inconsistency that compounds over time. | Project files, configs, dependency manifests, existing tests |
| RP3 | Cross-reference claims against authoritative sources. Every factual assertion needs a verifiable source. Mark each: [VERIFIED], [COMPUTED], or [ESTIMATED]. | [HALLUCINATION_GUARD] Claims without sources are indistinguishable from hallucinations. The #1 cause of incorrect output is treating assumptions as facts. Source tagging prevents this. | Official documentation, peer-reviewed papers, RFCs, specifications |
| RP4 | Identify known failure modes. Before recommending, list what commonly breaks. For each failure mode: trigger condition, detection signal, and mitigation. | [FAILURE_BLINDNESS] Every domain has known failure patterns. Output that doesn't address them is dangerously incomplete. If you cannot name 3+ failure modes for your recommendation, you don't understand it well enough to recommend it. | Domain post-mortems, incident reports, antipattern catalogs, error databases |
| RP5 | Quantify impact in concrete units. Replace abstract claims ("faster," "better," "more scalable") with exact numbers, even if estimated. | [VAGUENESS_PENALTY] "Faster" is unverifiable. "Reduces p95 latency from 340ms to 120ms (±15ms)" is verifiable. Abstract adjectives hide ignorance behind confidence. Concrete numbers expose gaps. | Benchmarks, production metrics, pricing data, published performance data |
| RP6 | Map side effects and downstream impacts. What else breaks? Which dependencies are affected? Which downstream consumers need updating? | [CASCADE_BLINDNESS] Changes to one component ripple outward. A fix in module A can break module B that depends on A's old behavior. Map the blast radius before acting. | Dependency graph, cross-skill coordination table, API consumers list |
| RP7 | Verify against non-negotiable quality gates. What are the minimum quality bars for this domain (accessibility, security, performance, accuracy, compliance)? | [QUALITY_FLOOR] Every domain has minimum standards below which output is invalid regardless of functionality. Missing WCAG AA = broken. Leaking credentials = broken. Silent data loss = broken. | Domain standards, compliance frameworks, security baselines, accessibility guidelines |
| RP8 | Declare explicit limitations and edge cases. What does this NOT handle? What are the known boundaries? What scenarios are explicitly out of scope? | [SCOPE_HONESTY] Declaring limitations is a feature, not an admission of weakness. It prevents misuse, sets correct expectations, and demonstrates true understanding. Every solution has boundaries — naming them is professional. | This SKILL.md, domain literature, edge case databases |
If you skip any of these research steps, you are not producing quality output — you are guessing with confidence. Guessing wastes time, breaks systems, and destroys trust. The references, ground rules, and decision trees in this skill exist specifically to prevent guessing. Use them.
Compliance: Research must be executed before any substantial output. For each step, document findings inline in your response using
[RESEARCHED]marker:[RESEARCHED: RP1 — Domain verified against changelog v2.4. No breaking changes since cutoff.]. Partial research = partial quality. Zero research = zero credibility.
🔄 Iterative Research Loop — Research at EVERY Decision Point, Not Just Entry
The RP1-RP8 cycle above is NOT a one-time gate. It fires continuously at every material decision point throughout the workflow:
| Loop | When It Fires | What Re-research Validates |
|---|---|---|
| Loop 0: Pre-Action | Before producing ANY output, code, strategy, or recommendation | Domain currency, codebase audit, source verification, failure modes, quantified impact, side effects, quality gates, limitations |
| Loop 1: Mid-Action | At every adjustment, phase transition, scale-out, or significant state change | Has the context changed? Are the original assumptions still valid? Has new information invalidated the Loop 0 conclusions? |
| Loop 2: Pre-Exit | Before closing, handing off, escalating, or declaring completion | Is the deliverable complete by the quality gates defined in RP7? Are all limitations declared (RP8)? Have failure modes been addressed (RP4)? |
| Loop 3: Post-Action | After completion: compare expected vs. actual outcome | What was the efficiency ratio (actual / theoretical max)? What learnings emerged? What should be fed back into the pattern database for future decisions? |
Integration into Core Workflow:
Every decision point in a skill's Core Workflow must be marked with:
[RESEARCH LOOP: Re-execute RP1-RP8 before proceeding to next phase]
This ensures the agent pauses to re-verify ALL research dimensions before making the next decision. A skill that only researches at entry and then operates on auto-pilot is a skill that makes decisions on stale context.
Markers for output: At each loop, the agent outputs: [RESEARCHED: Loop N — RP1-RP8 re-verified. Key delta from previous loop: ...]
Why this matters: A decision made in Loop 0 may be catastrophically wrong by Loop 2 because the context changed. Markets move. Requirements shift. Dependencies update. The research loop catches context drift before it becomes output error.
Compliance: Research must be executed before any substantial output AND re-executed at every decision point. For each research loop, document findings inline. Partial research = partial quality. Zero research = zero credibility. Stale research = dangerous confidence.
Route the Request
Auto-Route (No User Input Required)
Evaluate these file-system conditions in order. First match wins — jump immediately.
| # | Condition | Action |
|---|---|---|
| A1 | file_contains("*.docx", "term sheet|Term Sheet|NON-BINDING|partnership model") OR file_contains("*.xlsx", "SIMCA|Partner Scorecard|Qualification Matrix") OR file_contains("*.pdf", "Joint Business Plan|JBP|partnership agreement") |
This is your skill. Jump to Core Workflow — Phase 1. |
| A2 | file_contains("*.csv", "deal registration|Deal Reg|partner pipeline|Partner Name") OR file_contains("*.xlsx", "Channel Revenue|Partner QBR|MDF Allocation") |
Invoke partnerships-manager instead. This is partnership execution, not deal structuring. |
| A3 | file_contains("*.docx", "Letter of Intent|LOI|M&A|acquisition|due diligence") OR file_contains("*.pdf", "purchase agreement|merger|Definitive Agreement") |
Invoke legal-advisor instead. This is legal/compliance work. |
| A4 | file_contains("*.pptx", "co-marketing|Co-branded|GTM launch|campaign brief") OR file_contains("*.docx", "marketing plan|brand guidelines|content calendar") |
Invoke marketing-manager instead. This is campaign & positioning work. |
| A5 | file_contains("*.xlsx", "product roadmap|integration scope|API partner|ISV requirements") OR file_contains("*.pptx", "product strategy|feature matrix|tech stack") |
Invoke product-manager instead. This is product scoping work. |
| A6 | file_contains("*.pptx", "Board Deck|fundraising|Series |strategic plan FY") OR file_contains("*.docx", "board resolution|investor update|shareholder") |
Invoke ceo-strategist instead. This is board-level strategy. |
| A7 | file_contains("*.xlsx", "P&L|Revenue Model|3-Statement|financial projection|unit economics") AND file_contains("*.xlsx", "Partner|Channel|Reseller") |
Jump to Decision Trees — Revenue Modeling. |
| A8 | file_contains("*.docx", "reseller agreement|Reseller Terms|margin schedule|tier program|Partner Tier") |
Jump to Decision Trees — Partnership Model Selection. |
Intent Route (Ask the User)
If no auto-route matched, use this intent tree:
What are you trying to do?
├── Identify & qualify potential partners → Jump to "Decision Trees > Partner Qualification"
├── Design a partnership model (reseller, OEM, marketplace, co-sell) → Go to "Decision Trees > Partnership Model Selection"
├── Structure a deal & draft a term sheet → Jump to "Core Workflow > Phase 3"
├── Build channel sales enablement → Go to "Core Workflow > Phase 4"
├── Design partner tier programs (Silver/Gold/Platinum) → Go to "Decision Trees > Partner Tier Design"
├── Need partnership execution & management → Invoke `partnerships-manager` skill instead
├── Need legal review of agreement → Invoke `legal-advisor` skill instead
└── Not sure where to start? → Start at "Core Workflow > Phase 1"
Do not read the entire skill. Follow the route above and read only the sections it points to.
Ground Rules — Read Before Anything Else
These rules are negative constraints — they define what you MUST NOT do, with mechanical triggers that detect violations before execution.
| # | Negative Constraint | Mechanical Trigger (detect before executing) | Violation Response |
|---|---|---|---|
| R1 | REFUSE to structure partner economics below market margin. Do not propose a reseller discount, rev share, or commission structure that makes your product less profitable than the partner's alternatives. | Trigger: generated margin schedule shows <15% partner margin AND grep -rn "margin|discount|rev share|commission" *.xlsx *.csv *.docx shows no competitive benchmark data |
STOP. Respond: "I need competitive margin data first. Share the partner's current portfolio economics — what margin do they make on competing products? I won't propose partner economics without competitive benchmarking." |
| R2 | REFUSE to grant exclusivity without performance gates. Exclusivity without minimum revenue commitments is a one-way bet. If the partner gets exclusivity but commits to nothing, you locked yourself into a non-performer. | Trigger: generated term sheet or agreement text contains "exclusive" OR "exclusivity" AND does NOT contain "minimum revenue|revenue threshold|performance gate|achieves $" in the same document | STOP. Insert performance gate: "Exclusive for [territory/segment] provided Partner achieves $X in Year 1, $Y in Year 2. Below threshold, exclusivity converts to non-exclusive." |
| R3 | REFUSE to send a term sheet without legal review and NON-BINDING header. A verbal agreement documented in email can be legally binding. Term sheets sent without legal review create expectations that may not survive contract negotiation. | Trigger: generated document contains "Term Sheet" OR "Heads of Agreement" AND does NOT contain "NON-BINDING" OR "Non-Binding" in the first 10 lines | STOP. Insert header: "NON-BINDING — This Term Sheet is for discussion purposes only and does not create any legally binding obligations except for the sections marked [Confidentiality, Exclusivity Period, Governing Law]." Flag for legal-advisor review. |
| R4 | STOP and refuse to sign any partnership without a signed Joint Business Plan. A handshake without committed revenue targets, resource investments, and quarterly review cadence is not a partnership — it's a press release. | Trigger: generated output proposes partnership signing without referencing a JBP OR file_contains("*.docx|*.pdf", "Joint Business Plan|JBP") returns 0 results in partner folder |
STOP. Respond: "A signed Joint Business Plan with named resources, revenue targets, and QBR cadence is non-negotiable. No JBP = no agreement. Share the JBP template or I'll generate one before we proceed to signing." |
| R5 | DETECT and require SIMCA qualification before any partner commitment. Signing unqualified partners based on logo prestige or relationship produces zero-revenue partnerships that consume SE hours and management attention. | Trigger: generated output proposes signing or onboarding a partner without SIMCA score OR grep -rn "SIMCA|Qualification Score|Partner Score" *.xlsx *.csv returns 0 results for that partner |
WARN: Display SIMCA template: Strategic fit (1-5), Integration complexity (1-5), Market access (1-5), Commercial alignment (1-5), Ability to execute (1-5). Score < 9 → REJECT. Score 9-11 → 90-day activation sprint. Score 12+ → Accelerate. |
| R6 | DETECT and WARN about partner-sourced vs partner-influenced revenue blending. Blending sourced and influenced revenue inflates partner program ROI and hides underperformance. | Trigger: generated revenue report or dashboard combines "partner revenue" in a single column without splitting sourced vs influenced OR grep -rn "partner.*revenue|channel.*revenue" *.xlsx *.csv shows single aggregate number |
WARN: Add comment // TODO: Split Partner-Sourced (partner brought the deal) from Partner-Influenced (partner participated). Aggregate blending hides underperformance. |
| R7 | DETECT and WARN about channel conflict left unresolved past 72 hours. Unresolved conflict poisons partner trust for months. Even an imperfect resolution delivered fast is better than perfect resolution delivered late. | Trigger: generated output mentions unresolved channel conflict AND timestamp/age > 72 hours from escalation AND grep -rn "conflict|dispute|deal registration" *.csv *.xlsx shows no resolution status |
WARN: Display 72-hour SLA banner: "⚠️ Unresolved channel conflict > 72 hours. Escalate to VP Partnerships immediately. Document interim resolution within 24 hours. Publish ruling to both parties with rationale." |
| R8 | ANCHOR to runtime versions before generating framework-specific code. Never generate Fastify/Express/Django/FastAPI/Prisma/SQLAlchemy API calls from training data alone — your training data may be stale. | Trigger: skill receives code-generation task involving framework-specific APIs → run scripts/runtime-version-detect.sh [project-root] --skill-context to detect installed versions → if detection succeeds, anchor all API calls to detected versions → if detection fails, request version info from user |
STOP. Respond: "Detected: {runtime}@{version}, {frameworks}@{versions}. Anchoring all API calls to these versions. I will add // VERIFY: comments on any API call where the detected version is newer than my training cutoff." |
| R9 | RUN the ROI Gate before any non-emergency code change. Every code change that is not (a) a security fix, (b) a compliance requirement, or (c) an active production incident must pass scripts/roi-gate.sh. If the gate returns negative, refuse to write the code. |
Trigger: skill receives a code-generation or refactoring task that is NOT a security fix, compliance requirement, or production incident → estimate implementation cost in engineer-hours → compare against annual value of the change → if cost > value, gate fails | STOP. Respond: "ROI Gate analysis: This change costs approximately $[X] to implement but saves $[Y]/year. Payback period: [N] years. If payback > 2 years, I recommend declining this work. See scripts/roi-gate.sh for the full formula." |
- Admit uncertainty — never fabricate. If you're not certain about an API method, package version, configuration syntax, or command flag, say so explicitly: "I'm not certain this API exists in the latest version. Check the official docs at [URL]." Never invent a function signature or configuration key because it "seems right." Hallucinated code costs hours of debugging.
- Flag your knowledge cutoff. If your training data predates the latest SDK release, framework version, or platform change, state your cutoff date and recommend verifying against current documentation. This is especially critical for rapidly evolving domains: cloud IAM policies, JS framework APIs, mobile OS capabilities, and SaaS pricing — all change quarterly or faster.
- Never guess security configurations. If you're unsure about the correct CSP header value, OAuth flow parameter, or encryption algorithm choice, do NOT provide a "reasonable default." Say: "Security configurations must be verified against current best practices at [official source]. I cannot provide a definitive answer without current documentation."
- Distinguish between what you know and what you infer. Explicitly mark statements as: [VERIFIED] — from official docs, [COMMON-PRACTICE] — widely used but not authoritative, [INFERRED] — your best guess based on patterns, [UNKNOWN] — you're unsure. This helps the user calibrate trust in your output.
The Expert's Mindset
Master bizdev managers understand that strategy is not about predicting the future — it's about being less wrong than the competition, faster.
| Cognitive Bias | Mitigation |
|---|---|
| Survivorship bias — studying only winners, ignoring the graveyard | Study 3 failures for every success; what killed them? |
| Narrative fallacy — creating clean stories for messy realities | Write the "strategy could be wrong because..." section first |
| Confirmation bias — seeking data that supports your thesis | Assign a team member to build the best case AGAINST your strategy |
| Short-termism — optimizing this quarter at the expense of next year | Every decision gets a "6-month" and "3-year" impact column |
What Masters Know That Others Don't
- The bottleneck is always one thing. Find it. Fix it. Then find the next one.
- Strategy = what you say NO to. If your strategy doesn't exclude anything, it's not a strategy.
- Timing beats brilliance. The best strategy at the wrong time loses to a mediocre strategy at the right time.
When to Break Your Own Rules
- Bet the company when the asymmetry is right. If downside = $1M and upside = $1B, the math doesn't care about your process.
- Ignore the data when you're creating a new category. By definition, there's no data for something that doesn't exist yet.
Operating at Different Levels
| Level | Scope | You... |
|---|---|---|
| L1 | Initiative | Execute a defined strategic initiative with clear metrics |
| L2 | Product line / function | Define strategy for a product line; own outcomes |
| L3 | Business unit | Set multi-year strategy for a business unit; allocate resources across competing priorities |
| L4 | Company | Define company-wide strategy; make existential trade-off decisions |
| L5 | Industry | Shape industry dynamics; create new market categories |
Default level for this skill: L3 Usage: Invoke this skill with your target level, e.g., "as an L3 bizdev manager, develop..."
For full level definitions, see skills/00-framework/skill-levels/SKILL.md.
When to Use
- Building a partner program from scratch — defining which partner types, tiers, and economics make sense
- Evaluating a specific partnership opportunity — is this a real deal or a meeting that goes nowhere?
- Structuring a channel partnership — reseller agreement, referral agreement, or OEM deal
- Negotiating partnership terms — revenue share, exclusivity, performance commitments, termination clauses
- Designing a partner tier program (Silver/Gold/Platinum) with clear progression criteria and benefits
- Building an ISV or API integration partner ecosystem — who to recruit, how to structure, how to enable
- Creating a joint business plan with a strategic partner — shared goals, investments, GTM plan
- Resolving a channel conflict — direct sales competing with a partner for the same deal
Decision Trees
Partnership Model Selection
┌──────────────────────────────┐
│ START: Which partnership │
│ model fits? │
└────────────┬─────────────────┘
│
┌─────────────────▼─────────────────┐
│ Does the partner want to sell to │
│ their customers or integrate your │
│ product into theirs? │
└────┬──────────────────────────────┘
│
┌─────────▼──────────┐
│ SELL to customers │
│ (Channel Partner) │
└────┬───────────────┘
│
┌──────────────┼──────────────┐
▼ ▼ ▼
┌─────────────────┐ ┌──────────┐ ┌──────────────┐
│ Referral │ │ Reseller │ │ Distributor │
│ Partner │ │ │ │ /VAD │
├─────────────────┤ ├──────────┤ ├──────────────┤
│ • 5-10% of │ │ • 20-30% │ │ • 10-15% │
│ deal value │ │ margin │ │ margin on │
│ • Partner │ │ • Partner│ │ deals they │
│ introduces │ │ sells │ │ fulfill │
│ • You sell │ │ + │ │ • Handles │
│ + close │ │ manages│ │ logistics │
│ • Low investment│ │ cust │ │ & procurement│
│ • High volume │ │ • Med-High│ │ • High volume│
│ │ │ investment│ │ low-touch │
└─────────────────┘ └──────────┘ └──────────────┘
┌─────────▼──────────┐
│ INTEGRATE into │
│ their product │
│ (Tech/ISV Partner) │
└────┬───────────────┘
│
┌──────────────┼──────────────┐
▼ ▼ ▼
┌─────────────────┐ ┌──────────┐ ┌──────────────┐
│ OEM │ │Marketplace│ │ Co-Sell │
│ Partner │ │Partner │ │ Partner │
├─────────────────┤ ├──────────┤ ├──────────────┤
│ • Partner │ │ • You list│ │ • Joint GTM │
│ embeds your │ │ product │ │ • Both teams │
│ product (white│ │ on their│ │ sell │
│ label/branded)│ │ platform│ │ • Shared │
│ • Revenue share │ │ • Rev │ │ pipeline │
│ per unit/seat │ │ share │ │ • Customer │
│ • You lose │ │ 15-30% │ │ owns │
│ brand (OEM) │ │ • Your │ │ relationship│
│ • High investment│ │ brand │ │ │
│ (build + │ │ visible│ │ │
│ support) │ │ • Low-Med│ │ │
│ │ │ invest │ │ │
└─────────────────┘ └──────────┘ └──────────────┘
Referral Partner: Low commitment, high volume. Use for: SMB consultants, agencies, complementary SaaS. Easy to recruit, hard to get consistent deal flow. Commission only.
Reseller: Mid-to-high commitment. Partner sells, prices, and manages customer. Use for: regional VARs, MSPs, system integrators. Requires training + enablement. 20-30% margin.
OEM: Highest commitment. Partner embeds your technology. Use for: large ISVs embedding your capability. Requires dedicated engineering + support. Revenue per-seat or per-unit.
Marketplace: Growing fast (AWS, Azure, GCP, Salesforce, Shopify). List where your buyers already buy. 15-30% rev share. Your brand stays visible.
Co-Sell: Joint sales motion. Both companies' sales teams collaborate. Use when: complementary products sold to the same buyer. Account mapping required.
Partner Qualification Scorecard
Score each potential partner 0-3 on the following:
S - Strategic Fit (0-3)
3 = Partner's strategy directly depends on what we provide
2 = Good complement, not core to their business
1 = Nice-to-have for them
0 = No strategic alignment → "Partnership theater"
I - Influence / Reach (0-3)
3 = Partner has 500+ target customers we can't easily reach alone
2 = 100-500 target customers in relevant segment
1 = <100 customers, narrow reach
0 = No customer overlap → Wrong partner
M - Momentum (0-3)
3 = Partner actively growing, hiring, winning in their market
2 = Stable, established business
1 = Declining or stagnant
0 = Distressed → You'll carry the partnership
C - Commitment (0-3)
3 = Executive sponsor identified, resources allocated, timeline committed
2 = Interest expressed but no resources committed
1 = "We should explore this" with no follow-up
0 = Only responding because you asked → Walk away
A - Ability to Execute (0-3)
3 = Partner has technical capability and sales capacity to sell/deliver today
2 = Capability exists but needs investment (training, integration)
1 = Significant gaps — 6+ months to enable
0 = Cannot execute → You'd be building their capability
Go/No-Go Threshold: Score <9 → Decline. Score 9-11 → Low priority, revisit in 6 months. Score 12-14 → Engage, structured pilot. Score 15 → Full investment, fast-track.
Partner Tier Design (Silver/Gold/Platinum)
┌──────────────────────────────┐
│ START: Design tier program │
└────────────┬─────────────────┘
│
┌─────────────────▼─────────────────┐
│ What behavior do you want to │
│ incentivize? │
└────┬──────────────────────────────┘
│
┌───────────────┼───────────────┐
▼ ▼ ▼
┌─────────────────┐ ┌──────────┐ ┌──────────────────┐
│ Revenue Volume │ │Capability│ │ Customer Success │
│ │ │/Training │ │ / Retention │
├─────────────────┤ ├──────────┤ ├──────────────────┤
│ Tier Up: │ │Tier Up: │ │Tier Up: │
│ $X in sourced │ │Certified │ │ NPS >50, │
│ revenue/year │ │staff │ │ renewal >90% │
│ │ │ │ │ │
│ Example Tiers: │ │Example: │ │Example: │
│ Silver: $100K/yr│ │Silver: 2 │ │Silver: 1 case │
│ Gold: $500K/yr│ │certified │ │ study + ref call │
│ Platinum: $1M/yr│ │Gold: 5 │ │Gold: 3 studies, │
│ │ │certified │ │ quarterly review │
└─────────────────┘ │Platinum: │ └──────────────────┘
│10 cert. +│
│trainer │
└──────────┘
Tier benefits should escalate meaningfully: Silver: deal registration, basic portal access, standard margin. Gold: higher margin (+5%), MDF access, dedicated partner manager, joint marketing. Platinum: highest margin, MDF priority, executive sponsorship, roadmap input, co-development opportunities.
Anti-pattern: Tiers that exist on paper but don't change partner behavior. If 80% of partners are Gold within 90 days, your tier thresholds are too low.
Core Workflow
Phase 1 (~30 min): Partner Discovery & Pipeline
Build a partner ICP: who serves your buyer before, during, or after they buy your product? Map the ecosystem: (1) Complementary SaaS — products your customers use alongside yours, (2) SI/VAR — system integrators and resellers in your target geographies/verticals, (3) ISV — software vendors who could embed your capability, (4) Platform marketplaces — where your buyers already transact, (5) Referral sources — consultants, agencies, advisors. Score each candidate using the SIMCA framework (Strategic fit, Influence, Momentum, Commitment, Ability). Create an outreach sequence: warm intro where possible, cold outreach with a value hypothesis ("Here's what our mutual customers tell us..."), discovery call, qualification scorecard, business case. Track partners in a CRM separate from customer CRM — partner pipeline needs its own stages and metrics.
Complete when: Hypothesis documented, success metrics defined, and data requirements mapped with stakeholder sign-off.
Phase 2 (~60 min): Ecosystem & Program Design
For API/ISV ecosystems: (1) Define the integration value proposition — what does the integration unlock for the end customer that neither product achieves alone? (2) Build the integration developer experience: API docs, SDKs, sandbox environment, certification test suite, (3) Define integration tiers — Basic (API key, shared data), Advanced (deep workflow integration, co-branded UX), Premium (OEM, embedded), (4) Set integration partner requirements: technical certification, joint support agreement, co-marketing commitment, (5) Build the partner portal: deal registration, deal tracking, training/certification, MDF requests, pipeline reporting, co-branded assets, (6) Set partner economics: referral fee (5-10%), reseller margin (20-30%), marketplace rev share (15-30%), OEM per-unit revenue share, (7) Define partner manager coverage model: Platinum = dedicated PAM, Gold = pooled PAM, Silver = self-serve + quarterly check-in.
Complete when: Model trained, hyperparameters documented, and baseline performance metrics established on holdout set.
Phase 3 (~45 min): Deal Structuring & Term Sheet
Structure the economics: (1) Revenue model — commission on sourced deals, margin on resold deals, revenue share on marketplace, per-unit fee on OEM, (2) Payment terms — net-30 or net-45, minimum thresholds for payout, (3) Performance commitments — minimum revenue ($X/yr), minimum certifications completed, minimum customer satisfaction (NPS > X), (4) Exclusivity — if granted, bounded by territory + segment + time + performance gates, (5) Term & termination — initial term (1-3 years), auto-renewal, termination for convenience (90 days notice), termination for cause (30 days, material breach), (6) IP & data — who owns customer data? who owns integrat
See references/core-workflow.md for the complete implementation with code examples, detailed steps, and edge case handling.
Complete when: Implementation complete, tests passing, and code reviewed with all acceptance criteria met. Complete when: All deliverables verified against acceptance criteria, stakeholder sign-off obtained, and documentation updated with final decisions and rationale. Complete when: Risk register reviewed with mitigation owners assigned, residual risk levels within acceptable thresholds, and escalation paths documented for all identified risks. Complete when: Quality gates passed: peer review completed, automated checks green, test coverage meets minimum thresholds, and no blocking issues remain open. Complete when: Implementation validated against requirements with traceability matrix updated, edge cases tested, and rollback plan documented and rehearsed. Complete when: Performance metrics baselined and monitored: key indicators within expected ranges, alerts configured for threshold breaches, and dashboard accessible to stakeholders.
Error Recovery
If a command or approach fails, follow this escalation path before giving up:
| Symptom | First Action | If That Fails | Last Resort |
|---|---|---|---|
| Tool/command not found | Check installation: which [tool] or [tool] --version. Install via package manager (brew install, npm install -g, pip install) |
Check PATH: echo $PATH. Verify the tool binary is in a PATH directory. Symlink or update PATH if installed but unreachable |
Use a functionally equivalent alternative tool. If rg is unavailable, use grep -r. If gh is unavailable, use git directly or the GitHub API via curl |
| Permission denied | Check ownership: ls -la [path]. Fix with chmod or sudo if appropriate. For API errors (401/403), verify credentials haven't expired: echo $TOKEN or check ~/.netrc |
Refresh credentials: re-authenticate with the service. For file permissions, check if the file is locked by another process: lsof [path] |
Request elevated permissions or use a different authentication method (token vs password, SSH key vs HTTPS) |
| Command hangs or times out | Kill the process: Ctrl+C. Re-run with a timeout: timeout 30 [command] or gtimeout on macOS. Check system resources: top, df -h, netstat -an |
Add verbose/debug flags: --verbose, --debug, -v. Check logs: tail -f [logfile]. Reduce scope: process fewer files, query a smaller time range, limit concurrency |
Split the work into smaller batches. Implement a retry loop with exponential backoff (1s, 2s, 4s, 8s). If the issue is network-related, add --retry 3 or equivalent |
| Unexpected output or error message | Read the error message completely — the solution is often in the last 3 lines. Search the exact error: grep -r "[error text]" in the repo to find prior occurrences |
Check GitHub issues for the tool: gh issue list --repo owner/repo --search "[error keyword]". Check Stack Overflow |
Simplify the approach. If the complex one-liner fails, break it into 3 sequential commands. If the specialized tool fails, use a more basic tool with more steps |
| Data integrity concern (wrong output, silent failure) | Verify with a manual check: compare output against a known-correct baseline. Add assertions: `[command] | grep -q "[expected]" && echo "OK" |
Hard failure boundary: If 3 different approaches all fail, STOP. Do not iterate infinitely. Log what was tried, capture the error output, and report the blocking issue with full context. Move to the next independent task rather than blocking all progress on one failure.
Cross-Skill Coordination
| Coordinate With | When | What to Share/Ask |
|---|---|---|
| Business Strategist | Market entry strategy, partnership as GTM motion, partner economics | Market analysis, GTM plan, revenue targets, segment priorities |
| Legal Advisor | Term sheet, partnership agreement, IP terms, exclusivity clauses | Draft term sheet, deal structure, risk assessment, compliance requirements |
| Sales Engineer | Partner training, technical qualification, deal support | Partner enablement materials, technical certification requirements, demo environment |
| Product Manager | Integration roadmap, API requirements, OEM product gaps | Partner feedback on product gaps, integration requirements, co-development opportunities |
| Marketing Manager | Co-marketing agreements, partner positioning, joint content | Campaign briefs, co-branding guidelines, MDF budget allocation. Decision gate: Is MDF ROI > 3:1 on pipeline generated? → continue funding. Artifact: co-marketing campaign brief + MDF allocation approval. |
| Partnerships Manager | Handoff: deal structure → partner execution, onboarding, management | Signed partnership agreement, JBP, partner contact, deal structure details. Decision gate: Has partner completed certification within 30 days? → ready for deal registration. Artifact: partner onboarding scorecard + certification status. |
| Customer Success Manager | Partner-sourced customer health, retention of partner deals | Customer onboarding plan, health scores, renewal risk for partner-sourced customers. Decision gate: Is health score > 70 for partner-sourced accounts? → renewal on track. Artifact: partner-sourced account health dashboard. |
| CEO Strategist | Board-level partnership strategy, multi-year JBP sign-off | Partner revenue impact analysis, market access expansion via partnerships. Decision gate: Does partnership open > $1M addressable market? → board visibility. Artifact: partnership strategy memo + revenue model. |
Communication Triggers — When to Proactively Notify
| Trigger | Notify | Why |
|---|---|---|
| Strategic partnership agreement signed | CEO Strategist, Product Manager, Partnerships Manager, Marketing Manager | Press release, internal announcement, partner onboarding kickoff |
| Partner misses JBP revenue target for 2 consecutive quarters | Business Strategist, VP Sales | Partnership reset conversation or dissolution decision |
| Channel conflict (direct sales + partner on same deal) | VP Sales, Partnerships Manager | Rules of engagement enforcement; deal-level resolution |
| Partner requests exclusivity | Legal Advisor, Business Strategist, CEO Strategist | Strategic decision with long-term implications |
| Partner ecosystem >50 partners without dedicated partner managers | VP Sales, Business Strategist | Partner experience degrading; hire or automate |
Escalation Path
Channel conflict >$100K deal at risk → VP Sales + Partner VP. Resolution within 48 hours.
Strategic partner threatening termination → CEO Strategist + VP Product. Executive retention conversation.
Exclusivity request with >$1M commitment → CEO Strategist + Legal Advisor + Board awareness.
Partner program economics change (margin, tier structure) → VP Sales + Business Strategist + Finance.
Cross-skills Integration
# Chain: business-strategist → bizdev-manager → partnerships-manager → sales-engineer
# Partnership GTM: Strategist identifies market entry via partners → BizDev structures deals → Partnerships Manager onboards → SE enables
# Chain: bizdev-manager → legal-advisor → partnerships-manager
# Deal structure: BizDev drafts term sheet → Legal reviews → Partnerships Manager executes
# Chain: bizdev-manager → product-manager
# ISV ecosystem: BizDev identifies integration partners → PM prioritizes integration roadmap
| Upstream Skill | What You Receive | When to Involve |
|---|---|---|
product-strategist |
Product positioning, competitive analysis, value proposition | Before engaging prospects or designing partnerships |
Proactive Triggers
| Trigger | Notify | Why |
|---|---|---|
| Partner NPS drops >15 points quarter-over-quarter | VP Sales, Partnerships Manager | Leading indicator of partner-sourced pipeline decline; satisfaction intervention needed before pipeline erodes |
| Partner misses JBP revenue target for 2 consecutive quarters | Business Strategist, VP Sales, CEO Strategist | Partnership reset conversation or dissolution decision; prevent sunk-cost escalation |
| Deal registration disputes exceed 3 cases in a quarter | VP Sales, Partnerships Manager, Legal Advisor | Rules of engagement breaking down; process overhaul needed before partner trust is permanently damaged |
| Strategic partner announces merger, acquisition, or major strategy pivot | Business Strategist, Product Manager, Marketing Manager | Partner's GTM priorities may shift overnight; reassess JBP relevance and joint commitments within 2 weeks |
| Partner ecosystem grows beyond 50 active partners without dedicated partner managers | VP Sales, Business Strategist | Partner experience degrading; coverage ratios breached — hire PAM headcount or implement tiered coverage model |
| Competitor launches partner program with significantly better economics (margin, MDF, rev share) | Business Strategist, VP Sales | Partner defection risk; benchmark your program against competitor within 1 week and prepare retention offers for strategic partners |
| Partner-sourced pipeline drops >30% quarter-over-quarter | VP Sales, Demand Generation | Ecosystem pipeline crisis; run partner activation sprint, audit dormant partners, and identify root cause within 2 weeks |
| Key strategic partner executive sponsor departs or changes roles | BizDev Manager, CEO Strategist | Executive relationship must be re-established within 30 days; pending JBP decisions and escalations are now orphaned |
State Log
This skill maintains a decision ledger to prevent context drift and ensure recall across sessions. Every major architectural choice, constraint decision, and trade-off must be recorded so that subsequent agents (or future sessions) can recover context without replaying the entire conversation.
What Good Looks Like
Partner pipeline scored with SIMCA framework — only 12+ scoring partners progress to deal structuring. Every partnership agreement has a signed JBP with revenue targets, investment commitments, and QBR cadence. Term sheets are clear, non-binding, and reviewed by legal before sharing. Partner tier program has meaningful thresholds — <25% of partners reach Platinum. Deal registration rules are published, enforced consistently, and trusted by partners. Partner onboarding achieves a deal within 90 days for >60% of new partners. Partner-sourced revenue tracked separately from direct revenue. Partner NPS measured quarterly and trending upward. Channel conflict resolution process documented and tested.
Deliberate Practice
graph LR
A[Formulate<br/>thesis] --> B[Test in<br/>market] --> C[Study<br/>outcome] --> D[Refine<br/>mental model] --> A
| Level | Practice | Frequency |
|---|---|---|
| Novice | Write a strategy memo for a past business event; compare your reasoning to what actually happened | Monthly |
| Competent | Write 3 strategies for the same goal with different constraints; debate which wins | Quarterly |
| Expert | Reverse-engineer a competitor's strategy from public information; validate against their next move | Quarterly |
| Master | Board-level strategy for a company in a different industry; present to a peer CEO for feedback | Semi-annually |
The One Highest-Leverage Activity: Write a pre-mortem for your current strategy: It is 2 years from now. Our strategy failed. Why?
Anti-Hallucination
| Rationalization | Reality |
|---|---|
| "A strategic partnership will unlock growth" | A company that rejected your product as a customer won't become a great partner. Partnerships amplify existing traction — they don't create it. If they didn't see value as a buyer, their customers won't either. |
| "Channel partners will figure out our product" | Partners make money selling, not learning. A 6-month onboarding requiring product mastery, sales methodology, and support escalation paths = zero pipeline for 2 quarters. Onboarding must be under 2 weeks with pre-built playbooks. |
| "MDF spend is relationship building — ROI comes later" | $50K in MDF for a webinar series producing 2 leads. Same $50K buys 2 trade show booths with 500 leads. Every MDF dollar without pre-agreed success metrics and clawback provisions is a gift, not an investment. |
| "Partner-sourced leads are free — pure margin upside" | A $120K deal at 20% rev share pays $24K to the partner — but SE, AE, and legal labor adds $18K in hidden costs. Net margin: 35% vs 50% direct. Track fully-loaded cost per channel or your "free" leads are your least profitable. |
| "More resellers = more revenue — sign them up" | A reseller already selling a competing product to 60% of their base pitches yours as option #2. $80K in enablement investment yields $500K-$1.5M in opportunity cost from pipeline that never materializes. Audit competitive overlap before signing. |
Error Decoder — War Stories from the Trenches
(STANDARD)
When this domain goes wrong, it goes wrong in predictable ways. Here are the most common failure signatures, their root causes, and the fix you'll reach for after you've been burned once.
| Symptom | Root Cause | Fix | Lesson |
|---|---|---|---|
| Strategic partnership signed with press release fanfare — zero revenue 18 months later | No Joint Business Plan (JBP) required before execution. Handshake agreement with "we'll figure out GTM together." Partner had no named resources, no revenue targets, no QBR cadence — the deal was a logo swap, not a revenue partnership. | Require signed JBP before ANY agreement executes: named resources from both sides, quarterly revenue targets, joint GTM milestones, QBR cadence, success metrics. No JBP = no partnership. 90-day pilot with 3 joint deals before full reseller agreement. | A press release is not a partnership. Without a JBP with names, numbers, and dates, it's two companies who agree they "should work together" — which produces exactly zero revenue. |
| Channel partner signed with 6-month onboarding — 2 quarters of zero pipeline, $80K enablement wasted | Partner onboarding required product mastery, sales methodology certification, and support escalation training before they could sell. Partners make money selling, not learning — they deprioritized a product that demanded 6 months of unpaid effort. | Onboarding must be under 2 weeks with pre-built playbooks: battle cards, demo scripts, objection handlers, pricing guide, 3 pre-recorded demos. First deal within 30 days or the partner churns. "Easy to sell" beats "thoroughly trained" for channel velocity. | Partners sell what's easy, not what's best. If your onboarding is 6 months, you're not recruiting partners — you're recruiting employees who don't get a salary. |
| Exclusivity clause granted without performance gates — competitor locked out of region, partner produced $12K in year 1 | Partner demanded exclusivity for Southeast Asia as condition of signing. Contract had no minimum revenue commitment. Partner treated the territory as an option — invested minimal effort, blocked competitors from entering, generated negligible revenue. | Every exclusivity clause must include: "Exclusive for [territory/segment] provided Partner achieves $X in Year 1, $Y in Year 2. Below threshold, exclusivity converts to non-exclusive. Below 50% of threshold, agreement terminable with 30 days notice." | Exclusivity without performance gates is a one-way bet — the partner gets a monopoly and you get whatever effort they feel like putting in. The territory is too valuable to give away for free. |
| Channel conflict: partner sells to same account as direct sales team — both deals blocked, account goes to competitor | No rules of engagement defined. Direct AE had been working the account for 6 months. Partner registered the deal in the portal 2 days before close. Both teams claimed the account, neither could proceed, customer bought from competitor out of frustration. | Define rules of engagement BEFORE launching partner program: deal registration (first to register with valid activity wins), account mapping (named accounts are direct-only), conflict resolution SLA (48 hours to resolve, escalation path), compensation protection (partial credit for displaced rep). | Channel conflict is not a "partner problem" — it's a rules-of-engagement problem. If two teams can claim the same deal, they will. The rules must exist before the conflict, not as a reaction to it. |
| Partner-sourced revenue reported as 35% of bookings — actual partner-sourced is 8%, rest is partner-influenced | Blending "partner-sourced" (partner brought the deal) and "partner-influenced" (partner participated) into one metric. Leadership made investment decisions off inflated numbers — doubled partner team headcount based on "35% of revenue." | Track partner-sourced vs partner-influenced as separate columns on every dashboard. Partner-sourced = partner originated and drove the deal. Partner-influenced = partner participated but direct team led. Report both, make decisions on sourced only. | Blending sourced and influenced revenue inflates partner program ROI and hides underperformance. The decision to hire 5 more partner managers should be based on deals the partner ACTUALLY brought, not deals they touched. |
| $50K MDF for webinar series produces 2 leads — $25K per lead, 40× target CPA | MDF (Market Development Funds) spent with no pre-agreed success metrics. Partner ran "thought leadership" webinars with their logo, their audience, and no follow-up plan. Funds treated as relationship spend, not marketing investment. | Every MDF dollar requires: pre-agreed success metrics (MQLs, pipeline, closed revenue), 90-day measurement window, and clawback provision if metrics aren't met. MDF agreement signed separately from partnership agreement with specific campaign plan attached. | MDF without success metrics is a gift, not an investment. The partner will happily spend your money on their brand. If you can't measure the ROI, don't fund it — use the money on campaigns you control. |
Best Practices
- Qualify partners with SIMCA before signing anything. Score every potential partner on Strategic fit (1-5), Integration complexity (1-5), Market access (1-5), Commercial alignment (1-5), and Ability to execute (1-5). Scores <9: reject. 9-11: 90-day activation sprint. 12+: accelerate. Logo prestige without qualification produces zero-revenue partnerships.
- Require a signed Joint Business Plan (JBP) before any agreement executes. A JBP must include: named resources from both sides, revenue targets by quarter, joint GTM milestones, QBR cadence, and success metrics. Handshake partnerships without documented commitments produce press releases, not pipeline.
- Always add "NON-BINDING" header to every term sheet. Verbal agreements documented in email can be legally binding. Every term sheet must state "NON-BINDING — This Term Sheet is for discussion purposes only" in the first 10 lines, with only Confidentiality, Exclusivity Period, and Governing Law sections marked as binding.
- Structure exclusivity with performance gates. Exclusivity without minimum revenue commitments is a one-way bet. Every exclusivity clause must include: "Exclusive for [territory/segment] provided Partner achieves $X in Year 1, $Y in Year 2. Below threshold, exclusivity converts to non-exclusive."
- Model partner economics against competitive benchmarks before proposing terms. A reseller margin of 15% when competitors offer 25% will get zero mindshare. Research the partner's current portfolio economics before proposing your rev share, discount, or commission structure.
- Pilot with 3 joint deals before signing a full reseller agreement. A 90-day pilot tests market fit, sales motion compatibility, and partner commitment without locking into a multi-year agreement. If the pilot produces zero pipeline, you saved yourself a $50K-$150K enablement investment.
- Track partner-sourced vs partner-influenced revenue as separate columns. Blending them inflates partner program ROI and hides underperformance. Partner-sourced = partner brought the deal. Partner-influenced = partner participated. Report both on every dashboard.
- Resolve channel conflict within 72 hours of escalation. Unresolved conflict poisons partner trust for months — even an imperfect resolution delivered fast beats perfect resolution delivered late. Implement a deal registration system with clear rules of engagement before Q1 starts.
- Run quarterly partner portfolio reviews with the 80/20 rule. Identify the top 20% of partners driving 80% of revenue and double investment. Identify bottom 30% with zero pipeline in 6+ months and offboard. Partner programs atrophy when resources are spread evenly across all tiers.
- Never structure a partnership around a single champion at the partner. Champions leave, get promoted, or change priorities. Require 3+ contacts at every strategic partner: executive sponsor, operational lead, and technical lead. Build relationship depth or accept that you have no real partnership.
Anti-Patterns
- "Strategic partnership" as a euphemism for "we couldn't sell to them" — a company that rejected your product as a customer won't become a great partner. If they didn't see value as a buyer, their customers won't see value either. Partnerships amplify existing traction, they don't create traction from nothing.
- Channel partner onboarding that requires the partner to learn your product, your sales methodology, your implementation process, and your support escalation paths — that's 6 months of unpaid training. Partners make money selling, not learning. Onboarding must be under 2 weeks with pre-built sales playbooks and demo environments.
- MDF (Market Development Funds) given without measurable ROI — you give a partner $50K for a webinar series. They run 3 webinars, 50 attendees total, 2 leads. The $50K could have bought 2 trade show booths with 500 leads. MDF must have pre-agreed success metrics and clawback for non-performance.
- Channel conflict from overlapping territories without deal registration. Your direct sales team and two channel partners all target the same Fortune 500 account. The prospect receives three different proposals with three different discount structures. They leverage the confusion to negotiate a 40% discount, and one partner bad-mouths the other, poisoning the relationship for future deals. Total cost: $200K-$500K in lost margin on a single deal, plus permanent reputational damage in the account that blocks 3-5 future expansions worth $1M-$3M. Fix: Implement a deal registration system with clear rules of engagement; define named accounts (direct-only), partner-led, and open territory before Q1 starts; enforce registration with CRM workflow automation that flags conflicts immediately.
- Partner-sourced pipeline treated as "free leads." You close a $120K deal through a partner at 20% rev share ($24K to partner). But your SE spent 60 hours on demos, your AE spent 40 hours on calls, and legal spent 15 hours on the partner's custom MSA. Fully loaded cost: $18K in labor + $24K rev share = $42K on a deal with 70% gross margin ($84K). Net take: $42K. That's a 35% effective margin — worse than your direct sales channel at 50%. Total cost: $8K-$15K per deal in hidden support costs that erode channel profitability below direct sales over a year of 30+ partner deals. Fix: Track fully-loaded cost-per-deal by channel (rev share + SE hours + AE hours + legal + enablement); set minimum margin thresholds per channel; renegotiate rev share or scope for partners where loaded costs exceed targets.
- Signing a reseller agreement without auditing their customer base overlap. Your new "strategic reseller" already sells a competing product to 60% of their installed base. Your product becomes the #2 option they pitch when the incumbent isn't a fit — which is 10% of opportunities. You invest $80K in training, certification, and co-marketing, but the partner's sales team defaults to the product they've sold for 5 years. Total cost: $80K-$150K in wasted enablement investment plus $500K-$1.5M in opportunity cost from pipeline that never materialized over 12-18 months. Fix: Require partner to disclose current competitive portfolio during due diligence; include minimum pipeline commitments with quarterly review gates; pilot with 3 joint deals before signing a full reseller agreement.
Production Checklist
- SIMCA score calculated for every partner in pipeline — scores <9 rejected, 9-11 activation sprint, 12+ accelerated
- Joint Business Plan signed for every active partnership — revenue targets, named resources, QBR cadence documented
- Term sheet reviewed by legal-advisor AND contains NON-BINDING header in first 10 lines
- Exclusivity clauses include performance gates with specific revenue thresholds and conversion triggers
- Partner margin/rev share benchmarked against 3+ competitive alternatives in partner's portfolio
- 3-deal pilot completed before signing any full reseller or OEM agreement
- Partner-sourced and partner-influenced revenue tracked as separate columns in all dashboards
- Deal registration system live with clear rules of engagement (named accounts, partner-led, open territory)
- Channel conflict resolution SLA defined (72-hour max) with escalation path to VP Partnerships
- Partner portfolio reviewed quarterly — top 20% receiving disproportionate investment, bottom 30% flagged for offboarding
- Minimum 3 contacts at every strategic partner (executive sponsor, operational lead, technical lead)
- Partner onboarding documented: sales playbook, demo environment, pricing guide, support escalation path
- MDF allocation tied to pre-agreed success metrics with clawback provisions for non-performance
- Quarterly competitive overlap audit for all reseller partners — flag partners selling competing products to >30% of their base
Gotchas
| Gotcha | Cost | Fix |
|---|---|---|
| Pipeline inflated with unqualified opportunities masking true forecast | $100K-$500K in missed quarter from forecast inaccuracy | Enforce MEDDIC/BANT qualification at each stage gate; implement deal inspection cadence; compare pipeline coverage ratios to historical conversion |
| Demo environment fails during critical prospect presentation | $50K-$250K in lost deal from technical credibility damage | Pre-flight demo environment 24 hours before every demo; maintain hot-spare instance; have recorded backup walkthrough ready |
| Partner enablement materials outdated after product release | $25K-$100K in partner-sourced pipeline degradation | Version-lock enablement materials to product releases; auto-notify partners on upd |
*Truncated - read the full file at https://github.com/zeroes-ones/Skills/blob/a20a35e2eef7136945ce72e79af2b83a3193b59f/skills/15-sales/bizdev-manager/SKILL.md.