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Partners · 22 abstract agents

Partners agents

An abstract agent is a description of a job, written down before anyone builds the software that does it. It says what the work is, which systems the agent needs and at what access, what it has to record, and what it hands to a person. You build your own agent from one and point it at your own systems.

22 abstract agents

Agreement writer
Drafts the agreement that governs a partner relationship and keeps it straight from the qualified candidate to the executed copy.
Works in
  • Qualify a Partner
  • Sign a Partner Agreement
2 processes · 4 skills
Alliance scout
Works out why the company would work with another company at all, and tests whether a named candidate actually fits before anybody drafts anything.
Works in
  • Explore an Alliance
  • Structure an Alliance
2 processes · 5 skills
Certification check
Tests that somebody can actually do the parts of a job a customer would notice, and says no when they cannot, before a customer is the one finding out.
Works in
  • Certify a Partner
  • Certify a Seller
  • Onboard a Seller
5 processes · 8 skills
Claim check
Decides whether a funded activity actually happened as it was approved, and pays or refuses each line with the reason attached.
Works in
  • Approve a Fund Request
  • Check and Pay a Claim
2 processes · 5 skills
Commitment keeper
Keeps score against a joint plan.
Works in
  • Review a Joint Plan
  • Write a Joint Plan
2 processes · 5 skills
Conflict referee
Decides a channel conflict by the published rule rather than by whoever escalates hardest.
Works in
  • Register a Deal
  • Resolve a Channel Conflict
  • Run a Co-Sell
3 processes · 5 skills
Co-sell coordinator
Holds the seam between two organizations working one deal.
Works in
  • Resolve a Channel Conflict
  • Run a Co-Sell
2 processes · 5 skills
Curriculum manager
Holds the material people are taught and keeps it current as the product, the market and the process move.
Works in
  • Certify a Partner
  • Certify a Seller
  • Onboard a Seller
5 processes · 8 skills
Deal inspector
Tests what a deal is really resting on, against the record rather than against the seller's confidence.
Works in
  • Commit the Number
  • Inspect a Deal
  • Record a Lost Deal
9 processes · 12 skills
Deal registration keeper
Takes a partner's claim on a customer deal, resolves it to one account, and tests it against the published registration rules in order, recording each rule as passed or failed with the…
Works in
  • Register a Deal
  • Resolve a Channel Conflict
  • Run a Co-Sell
3 processes · 5 skills
Deal structurer
Turns a proved thesis into a shape both companies can sign: what each side must get, whether it is a resell, an embed, a joint product, an investment or a purchase, who charges whom, who…
Works in
  • Explore an Alliance
  • Plan the Integration
  • Run Alliance Diligence
4 processes · 6 skills
Diligence coordinator
Turns a thesis about another company into a list of things that have to be proved, and runs the work of proving them.
Works in
  • Run Alliance Diligence
  • Structure an Alliance
2 processes · 5 skills
Fund allocator
Divides the money set aside for partners by a rule the partners can read and apply to their own numbers.
Works in
  • Allocate the Fund
  • Approve a Fund Request
  • Check and Pay a Claim
3 processes · 5 skills
Integration planner
Plans and proves the work that has to be done before two companies can sell a joint thing at all.
Works in
  • Plan the Integration
  • Run Alliance Diligence
2 processes · 5 skills
Joint planner
Holds the plan two organizations agreed: the numbers each side works to, the accounts and segments both sides will go after together, and what each side puts in by way of people, money and…
Works in
  • Review a Joint Plan
  • Write a Joint Plan
2 processes · 5 skills
Margin keeper
Holds what each partner tier costs the company: the margin, the discount, the funds and the support hours behind the promise.
Works in
  • End a Partner Relationship
  • Review Partner Performance
  • Set a Partner Tier
3 processes · 4 skills
Partner monitor
Reads what a partner actually did and sets it against what the plan, the agreement or the tier rules said they would do.
Works in
  • Allocate the Fund
  • Approve a Fund Request
  • Certify a Partner
11 processes · 7 skills
Partner onboarding manager
Takes a signed agreement and gets the partner to the point where they can sell or deliver without an escort.
Works in
  • Certify a Partner
  • Onboard a Partner
  • Run a First Deal Together
3 processes · 5 skills
Partner qualifier
Establishes what a candidate partner can actually deliver, by turning each claim into a check that comes back proven, unproven or false.
Works in
  • Find a Partner
  • Qualify a Partner
  • Sign a Partner Agreement
3 processes · 5 skills
Partner scout
Finds candidate partners against a gap that has already been written down, and against the test that says when the gap is closed.
Works in
  • Find a Partner
1 process · 5 skills
Portal keeper
Holds what a partner can reach.
Works in
  • Certify a Partner
  • Onboard a Partner
  • Run a First Deal Together
3 processes · 5 skills
Tier assessor
Applies the published tiering rules the same way to every partner.
Works in
  • End a Partner Relationship
  • Review Partner Performance
  • Set a Partner Tier
3 processes · 5 skills