Brainforge Knowledge

partner-program-materials-audit

6 min read

Partner Program Materials Audit

Purpose: Identify gaps in partner program materials and assign ownership
Use: Quarterly audit to ensure you have what you need to execute
Date: January 2025

🎯 What Are “Partner Program Materials”?

Definition: Assets you need to execute your partnership strategy effectively.

Categories:

  1. Rep Enablement - Materials that help partner sales reps sell with you
  2. Partner-Facing - Materials that position Brainforge to partner organizations
  3. Internal - Materials that help your team execute partnerships
  4. Customer-Facing - Materials that customers see (co-branded)

đź“‹ Materials Audit Checklist

Category 1: Rep Enablement (Help reps sell with you)

MaterialStatusOwnerPriorityNotes
Co-Sell Playbook (per partner)[ ] Have [ ] Need[Name]HighTalking points, objections, success stories
Account Brief Template[x] HavePartnershipsHighTemplate exists, need to create briefs
One-Pager (what Brainforge does)[ ] Have [ ] Need[Name]High1-page: who we are, what we do, how we help
Customer Success Stories[ ] Have [ ] Need[Name]HighCase studies featuring partner platforms
ROI Calculator[ ] Have [ ] Need[Name]MediumShow value of Brainforge + Partner
Competitive Positioning[ ] Have [ ] Need[Name]MediumHow we’re different from other partners
Demo Video (3-5 min)[ ] Have [ ] Need[Name]LowQuick overview for busy reps
FAQ Sheet[ ] Have [ ] Need[Name]LowCommon questions reps ask

Gaps to address:

  • [Gap 1]: [Description] - Owner: [Name] - Due: [Date]
  • [Gap 2]: [Description] - Owner: [Name] - Due: [Date]

Category 2: Partner-Facing (Position Brainforge to partner orgs)

MaterialStatusOwnerPriorityNotes
Partner One-Pager[ ] Have [ ] Need[Name]HighWhy partner with Brainforge?
Partner Deck (10-15 slides)[ ] Have [ ] Need[Name]MediumFor partner manager presentations
Joint Value Proposition[ ] Have [ ] Need[Name]HighClear statement of joint value
90-Day Activation Plan Template[x] HavePartnershipsHighTemplate exists, need to customize per partner
Success Metrics One-Pager[ ] Have [ ] Need[Name]MediumHow we measure partnership success
Co-Marketing Assets[ ] Have [ ] Need[Name]LowCo-branded webinars, blog posts, etc.
Partner Program Overview[ ] Have [ ] Need[Name]LowWhat partners get (benefits, support)

Gaps to address:

  • [Gap 1]: [Description] - Owner: [Name] - Due: [Date]
  • [Gap 2]: [Description] - Owner: [Name] - Due: [Date]

Category 3: Internal (Help your team execute)

MaterialStatusOwnerPriorityNotes
Partner Playbook[x] HavePartnershipsHighStrategy and approach doc
Partner Tracker[x] HavePartnershipsHighTracking system in place
90-Day Activation Playbook[x] HavePartnershipsHighHow to activate partners
Rep Engagement Playbook[x] HavePartnershipsHighHow to engage partner reps
Outreach Templates[x] HavePartnershipsHighEmail templates for reps
Account Brief Template[x] HavePartnershipsHighTemplate exists
Co-Sell Playbook Template[x] HavePartnershipsHighTemplate exists, need to fill per partner
Partner Qualification Guide[x] HavePartnershipsMedium4-question filter
Slack Context Usage Guide[ ] Have [ ] NeedPartnershipsMediumHow to use Slack data
Partner Program Roadmap[ ] Have [ ] NeedPartnershipsLowWhat we’re building next

Gaps to address:

  • [Gap 1]: Slack Context Usage Guide - Owner: Partnerships - Due: [Date]
  • [Gap 2]: [Description] - Owner: [Name] - Due: [Date]

Category 4: Customer-Facing (Co-branded materials)

MaterialStatusOwnerPriorityNotes
Co-Branded Case Studies[ ] Have [ ] Need[Name]HighSuccess stories featuring both brands
Joint Solution Brief[ ] Have [ ] Need[Name]MediumHow Brainforge + Partner solve [problem]
Co-Branded One-Pager[ ] Have [ ] Need[Name]MediumFor customer-facing use
Joint Webinar Content[ ] Have [ ] Need[Name]LowCo-marketing content
Co-Branded Proposals[ ] Have [ ] Need[Name]LowProposal templates with both logos

Gaps to address:

  • [Gap 1]: [Description] - Owner: [Name] - Due: [Date]
  • [Gap 2]: [Description] - Owner: [Name] - Due: [Date]

🔥 High-Priority Gaps (Must Fix)

Gap #1: Partner-Specific Co-Sell Playbooks

What’s missing:

  • Snowflake co-sell playbook (template exists, need to fill in)
  • Mixpanel co-sell playbook
  • Amplitude co-sell playbook

Why it matters:

  • Reps need this to sell with you
  • Without it, reps don’t know how to position Brainforge

Owner: [Name]
Due Date: [Date]
Action: Fill in co-sell playbook template for each major partner

Gap #2: Brainforge One-Pager

What’s missing:

  • Simple 1-page: Who we are, what we do, how we help

Why it matters:

  • Reps need to forward this to customers
  • Quick reference for busy reps

Owner: [Name]
Due Date: [Date]
Action: Create 1-page overview of Brainforge

Gap #3: Customer Success Stories (with partner platforms)

What’s missing:

  • Case study featuring Snowflake customer
  • Case study featuring Mixpanel customer
  • Case study featuring Amplitude customer

Why it matters:

  • Reps need proof that Brainforge + Partner works
  • Customers want to see success stories

Owner: [Name]
Due Date: [Date]
Action: Write 3 case studies featuring partner platforms

Gap #4: Joint Value Proposition (per partner)

What’s missing:

  • Clear statement of value for Brainforge + Snowflake
  • Clear statement of value for Brainforge + Mixpanel

Why it matters:

  • Reps need to articulate why Brainforge + Partner > just Partner

Owner: [Name]
Due Date: [Date]
Action: Write joint value prop for each major partner

đź“ť Materials Creation Workflow

Step 1: Prioritize Gaps

High Priority (must fix):

  • Materials that block rep engagement
  • Materials that reps ask for repeatedly
  • Materials that competitors have

Medium Priority (should fix):

  • Materials that improve conversion
  • Materials that scale execution
  • Materials that reduce manual work

Low Priority (nice to have):

  • Materials that add polish
  • Materials that few people use
  • Materials that can wait

Step 2: Assign Owners

Who owns what?

Partnerships Lead:

  • Strategy docs (playbook, activation plans)
  • Rep engagement materials (outreach templates, account briefs)
  • Internal docs (tracker, processes)

Marketing:

  • One-pagers, decks, case studies
  • Co-branded materials
  • Webinar content

Sales:

  • Customer-facing proposals
  • Demo scripts
  • ROI calculators

Product:

  • Technical integration docs
  • Product roadmaps for partners
  • Feature comparison sheets

Step 3: Set Deadlines

Week 1:

  • Audit existing materials (what do we have?)
  • Identify gaps (what do we need?)
  • Prioritize gaps (what’s blocking us?)

Week 2-4:

  • Create high-priority materials (co-sell playbooks, one-pagers)
  • Review with team
  • Finalize and distribute

Month 2:

  • Create medium-priority materials (case studies, joint value props)
  • Test with reps
  • Iterate based on feedback

Month 3:

  • Create low-priority materials (nice-to-haves)
  • Complete audit
  • Plan next quarter

🎯 Per-Partner Materials Checklist

For each major partner (Snowflake, Mixpanel, Amplitude), you should have:

Must Have

  • Partner row in tracker (90D GOAL, STATUS, etc.)
  • Co-Sell Playbook (specific to this partner)
  • 2-3 Account Briefs (examples for reps)
  • Joint Value Proposition (1-2 sentences)
  • 1-2 Customer Success Stories (featuring this partner)

Should Have

  • Partner One-Pager (why partner with Brainforge?)
  • Training deck (for rep training calls)
  • FAQ sheet (common questions from reps)
  • Objection handling guide (how to handle objections)

Nice to Have

  • Co-branded materials (one-pagers, decks)
  • Joint webinar content
  • Co-branded proposals
  • Demo video featuring this partner

đź“Š Quarterly Audit Process

Every quarter:

Week 1: Audit

  • Review all materials (what’s working? what’s not?)
  • Get feedback from reps (what do they need? what’s missing?)
  • Identify new gaps (what’s changed? what’s new?)

Week 2: Prioritize

  • Rank gaps by impact (high/medium/low)
  • Assign owners (who will create?)
  • Set deadlines (when will it be done?)

Week 3-12: Execute

  • Create materials
  • Test with reps
  • Iterate based on feedback

🚀 Quick Start: Your First Materials Audit

Today (30 minutes):

  1. Review audit checklist above
  2. Check off what you have
  3. Identify top 3 gaps

This Week:

  1. Prioritize gaps (which blocks execution?)
  2. Assign owners (who will create?)
  3. Set deadlines (when will it be done?)

Next 30 Days:

  1. Create high-priority materials
  2. Test with reps
  3. Iterate and finalize

đź“š Related Documentation

  • Co-Sell Playbook Template: templates/co-sell-playbook-template.md - Use to create playbooks
  • Account Brief Template: templates/account-brief-template.md - Use to research accounts
  • Customer Success Template: templates/customer-success-template.md - Use to write case studies
  • Partner Playbook: partner-playbook.md - Overall strategy

Last Updated: January 2025
Owner: GTM / Partnerships Lead
Review Cadence: Quarterly

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