CRAFT GTM report
Partner Architect: your result
This answer uses a made up example company. Change the details above and press Run to see your own result.
Partner Architect
Design your partner program
For founders and partnership leads. The decision: what partner program can we run, and how do we start it?
Give it your company, product, partner model, partner goals and average deal size. You get partner tiers, partner economics, program KPIs, a 90 day onboarding flow and a recruitment email.
Why do B2B partner programs fail to generate sourced pipeline and how do I fix them?
Give Partner Architect your company, product, partner model (reseller, referral, integration or technology partner, agency or systems integrator, affiliate, or OEM or white label), partner goals, and average deal size as a single amount. You get a first referral pilot check, partner kinds that fit your sector, example partner tiers set by the partner model (Registered, Certified, Premier for an agency or systems integrator), commercial terms to confirm, program KPIs, a 90-day onboarding plan (Days 0 to 7, Days 7 to 30, Days 30 to 60, Days 60 to 90), and a recruitment email.
What you get
This sample is a made up example, built from the inputs behind Fill in an example. It shows part of one section of the answer.
Partner tiers
Every rate, amount, deal count and fund size in the tiers and tables below is an example to replace with your own.
Tier 1: Registered
- To qualify: sign partner agreement; complete implementation certification; 1 project delivered.
- Benefits: partner portal; implementation guides; referral fees for leads.
- Partner earns: Terms for Registered await commercial confirmation
- Support: documentation, community.
Tier 2: Certified
- To qualify: 3+ implementations; 2 certified consultants; case study.
- Benefits: lead sharing; co-marketing; listed as certified partner.
- Partner earns: Terms for Certified await commercial confirmation
- Support: partner manager, monthly office hours.
See the full example answer or run it with your own details.
Result
When a tool is not enough: if the decision needs more than one answer, talk it through in a call. Book 45 minutes with Shashwat.
What next? Work with Shashwat Try another tool See all 85 tools and skills
Example answer
Generated on 2 November 2026 from this branch, with the inputs behind Fill in an example. Your own inputs give a different result.
CRAFT GTM report
Example: Partner Architect
Show the full result
Partner program for our company
First referral pilot
Existing partner evidence is unknown.
Qualify one introduction: the buyer confirms an approval or workflow problem, the relevant decision role and permission for contact. Record the introduction source, date and CRM owner; agree attribution before outreach. Review the pilot after the first introduction with the partner and owner, using acceptance, buyer response and support time. Continue only when qualification and attribution are agreed.
Commercial confirmation: Commission rate and margin constraint are unconfirmed. No payment terms are proposed.
This is a agency si partner program for our company's field sales app for consumer goods brands. A typical deal is $24000 ACV. You can support partners at a moderate level.
Your stated goal: "20% of new revenue from partners"
Sector: read from your inputs as vertical SaaS, FMCG retail execution. Business model: not stated. Tell us how you charge and the plan will adjust.
Billing dependent steps are conditional: trials, seats and recurring renewals require a subscription; a statement of work requires a services contract; site or link commitments require connectivity billing. Confirm the applicable choice before using those steps.
How the program works
Services partners implement, customise and support your product, and earn implementation fees as well as referral fees.
With moderate capacity, give your top partners one to one support and put the others on self serve with office hours.
Partners That Fit This Sector
These are kinds of company, not names: pick the ones that already advise or sell to your buyers.
In vertical SaaS, FMCG retail execution, agency si partners are usually ERP and DMS integrators and change management consultancies for sales teams. The National Sales Head and Head of Sales Operations take advice from route-to-market consultants, and the rollout depends on the DMS and ERP integrators who already work with the distributors.
Between them they reach the people who decide: the National Sales Head or Managing Director signs; the Head of Sales Operations champions; regional managers and field reps use it; distributors hold the stock and order data; IT checks the ERP and DMS integration.
Your product works with sales operations, so also look for CRM and ERP integrators, route to market consultancies, and trade marketing agencies.
Words your buyers use, for partner materials: distributor, outlet, beat plan, secondary sales, general trade, SKU, order capture, retail execution, DMS, trade scheme. A joint proof point that lands: secondary sales or productive calls in the pilot region against a comparable region without the product.
Partner tiers
Every rate, amount, deal count and fund size in the tiers and tables below is an example to replace with your own.
Tier 1: Registered
- To qualify: sign partner agreement; complete implementation certification; 1 project delivered.
- Benefits: partner portal; implementation guides; referral fees for leads.
- Partner earns: Terms for Registered await commercial confirmation
- Support: documentation, community.
Tier 2: Certified
- To qualify: 3+ implementations; 2 certified consultants; case study.
- Benefits: lead sharing; co-marketing; listed as certified partner.
- Partner earns: Terms for Certified await commercial confirmation
- Support: partner manager, monthly office hours.
Tier 3: Premier
- To qualify: 10+ implementations; 5 certified consultants; dedicated practice.
- Benefits: exclusive territories; joint sales; product influence; premier badge.
- Partner earns: Terms for Premier await commercial confirmation
- Support: strategic partner manager, weekly syncs, exec access.
Commercial terms to confirm
Review the commercial confirmation above.
A deal amount alone does not establish margin or support capacity. Confirm the payment basis, unit cost, retained margin and attribution window before proposing commission.
Targets and KPIs
Your goal holds figures, so use them as the target of implementations delivered. A worked example at your deal size: 10 closed partner-sourced deals are $240,000 in annual contract value, as an example.
| Metric | What it measures |
|---|---|
| Implementations delivered | Projects the partner delivered |
| Customer satisfaction | Satisfaction of customers the partner served |
| Expansion revenue influenced | Expansion revenue where the partner took part |
| Certified consultants | Partner staff who hold your certification |
Track all of them in your CRM or partner portal.
The first 90 days
- Days 0 to 7, welcome and set up: the partner signs the agreement, gets portal access and a digital welcome kit, and has a kickoff call (where it applies).
- Days 7 to 30, enable: certification is started or completed, sales materials are in use, and the partner walks through the objections buyers in vertical SaaS, FMCG retail execution raise: reps will not use another app, our DMS vendor bundles a sales app and distributor data is not in sync. The first prospect is identified.
- Days 30 to 60, activate: the first deal is registered, a pipeline starts to build and a regular cadence is set.
- Days 60 to 90, optimise: the first deal closes, you hold a performance review and discuss the expansion plan.
Recruitment email
Subject: Agency si partnership with our company
Hello,
I am writing from our company about our field sales app for consumer goods brands. Our goal is 20% of new revenue from partners. Our field sales app for consumer goods brands works with sales operations, which is the part your clients would use. The people who decide on this are usually National Sales Head, Head of Sales Operations and Head of Distribution. As an implementation partner you would deliver the work, supported by our team.
Would you be open to a 15-minute call to explore fit?
The our company partnerships teamTo sharpen this, give:
- existing partners, with the deals each has closed (it would change which tier each partner starts in)
- the period your partner target covers, such as the year or a quarter (it would change the pace of implementations delivered)
- whether your deal size is a one-off price or a yearly amount (it would change the commission amounts in the tiers and tables)
- how you charge, which this plan reads from your sector or text (it would change the wording of price and contract terms)
How the answer is laid out, using the sections the tool prints. Your deal size flows into the commission for each tier.
When a tool is not enough: if the decision needs more than one answer, talk it through in a call. Book 45 minutes with Shashwat.
How to read the answer
The output starts with a First referral pilot gate and Commercial confirmation warning (Commission rate and margin constraint are unconfirmed. No payment terms are proposed), followed by How the program works, Partners That Fit This Sector, three Partner tiers (Registered, Certified, and Premier), Targets and KPIs, The first 90 days, and a Recruitment email. Every qualification count and tier structure is an example to replace with your own, and partner earnings are held at Terms for <Tier> await commercial confirmation until you verify unit cost, retained margin, and attribution window.
What to do next
- Founder: Run the First referral pilot with one partner introduction first, agreeing on qualification criteria, CRM owner, and attribution rules before building a portal or multi-tier program.
- CEO: Complete the Commercial terms to confirm check with finance (payment basis, unit cost, retained margin, and attribution window) before offering any referral or reseller commission rate.
- CMO: Equip your first pilot partners with the sector buyer vocabulary and regional pilot proof point described under Partners That Fit This Sector.
- CRO: Set up deal registration and attribution tracking in your CRM for the metrics in Targets and KPIs (Implementations delivered, Customer satisfaction, Expansion revenue influenced, and Certified consultants).
- Demand generation head: Customize the Recruitment email with your company name and specific partner value proposition to book 15-minute exploratory calls with target agencies or integrators.
Why come back
Come back after your first partner pilot closes to add your existing partner counts, target time period, and confirmed billing model so the 90-day plan and tier targets match your live program. The tool applies the same fixed rules every time. It does not call an AI model, and this site does not keep what you enter.
Who is the Partner Architect tool not ideal for?
- Anyone who cannot give the inputs listed above, because the answer is built only from them.
- Teams that want finished plans ready to publish: each tool returns a structured draft, with placeholders where your inputs gave no fact.
- Anyone who needs live market or competitor data: the tools do not look anything up. They work from what you type, and anything they add themselves is marked as an example, a suggestion or a placeholder.
How do I use the Partner Architect tool with an AI assistant?
Add CRAFT GTM to your assistant once (the steps are on Use it in Claude, ChatGPT or Gemini), then ask in plain words. Here is a prompt built from the tested example:
My role is not stated. Ask me for my role first. Use CRAFT GTM's Partner Architect tool. company: our company; product: Field sales app for consumer goods brands; partner model: Agency or systems integrator; partner goals: 20% of new revenue from partners; your deal size: $24000 ACV; partner support capacity: Moderate. If this tool is unavailable, ask me to open its web page; do not invent its output. In Gemini CLI or Antigravity, use the Helix GTM Suite skills package for related guidance, without claiming to run this connector.
How does the Partner Architect tool work?
You do not need to sign in. A web browser is enough, and the answer comes back in a second or two.
- Fill in the form above, or press Fill in an example.
- Press Run Partner Architect.
- Read the result on this page, then copy it and edit it before you use it.
It applies fixed rules in the CRAFT GTM code to the inputs above and returns text. It does not call an AI model, does not look anything up, and does not store what you type. The web form and the AI assistant connector run the same tool code, so the same input gives the same answer in both.
For developers
MCP tool name: partner_architect. REST: POST https://craft-gtm.gtmhelix.com/api/tools/partner_architect with this JSON body (see How it works):
{
"input": {
"company": "our company",
"product": "Field sales app for consumer goods brands",
"partner_model": "agency_si",
"partner_goals": "20% of new revenue from partners",
"your_deal_size": "$24000 ACV",
"partner_support_capacity": "moderate"
}
}
Choose your app
Run a Helix tool in your browser, then take the result to ChatGPT, Claude or Gemini. Connectors work with supported plans in Claude, ChatGPT, Cursor, VS Code and Windsurf. The Helix GTM Suite skills package supports Claude Code, Gemini CLI, Antigravity, Cursor and VS Code, and is available through skills.sh. Each plugin has its own installation steps, below or on its own page.
Connector setup guides · Skills package setup guide · Find the skills on skills.sh