Ecosystem Readiness Concierge

Partner-engagement export (.xlsx, .csv or .pdf)

New here? Download a template & see what gives the best results

One row per engagement. The Engagement column drives the result — name the actual work (Post implementation support, Implementation, Year end, Org restructure advisory, Admin training) rather than codes or blanks. Put a stable id in the customer as Name(1454).

↓ Engagement template (.csv) · ↓ Sourcing template (.csv)

Partner name (as it appears in the export) Vendor / product these accounts run (optional — or add a Vendor column)

Have data from another system? Add it.

Whoever you are — Alliances, Customer Success, Delivery — load whatever your access covers. The audit uses what you provide and stays explicit about what it didn't see.

Partner-sourced pipeline export — deals they sourced or influenced, from your PRM/CRM (optional) Customer-outcome export — retention / expansion / CSAT / references per account, usually from Customer Success (optional)

Verdict

See the full read-out

Your partner's profile, what the audit could not see and who can close it, and the transcript — sent to your work email, and shown here.

We keep this address to send you the verdict and to follow up about the design-partner programme — nothing else. Your engagement data stays with this session.

Save this audit (tokenised — identities stay in an encrypted key store; delete anytime)