AI assistant for channel and partner managers
Walk into every partner call with a plan.
Answers, templates and generators built from real partner programs. Ask a channel question, pull the template and build the QBR, from your laptop or your phone.
Then $14.95 a month, or $120 a year.





- Home
- AI Chat
- QBR
- Playbook
- Menu
A field guide for running partner programs
- Part 1PlaysRecruitment, onboarding, business plans, QBRs, MDF, deal registration, call prep and your first 90 days.8 step-by-step plays
- Part 2TemplatesScorecards, plans and checklists you can put to work today.7 templates
- Part 3GlossaryPlain definitions of MDF, deal registration, tiers, co-sell and the rest.46 channel terms
- Part 4Field NotesPractical writing on partner programs, channel conflict and AI in the channel.23 articles
Three jobs PartnerBOT takes off your plate
Templates and generators built from real partner programs and years of partner experience.
Answer partner questions on the spot
Tier rules, deal registration, MDF, co-sell. Ask in plain words. Get an answer you can act on.
Stop rebuilding the same documents
Partner scorecards, MDF plans and tier frameworks, ready to edit.
Show up to QBRs ready
Generate a QBR outline, a partner playbook or a joint value story.
See it work
One question, one template and one QBR outline, start to finish.



Part 1
The plays
- Partner recruitmentA few weeks per partner, from first call to signed plan
- Partner onboardingThe first 90 days of a partnership
- Partner business plansOne working session to build, monthly checks, a formal review each quarter
- QBR prepAn afternoon to prepare, 60 to 90 minutes to run
- MDF planningPlan at allocation, check monthly, measure after each activity
- Deal registration and channel conflictDecide within days, review the pattern each quarter
- Partner call prepTen minutes before the call
- Your first 90 daysYour first 90 days
Built by people who ran channel programs
From the team behind The Channel Surfers podcast.
Meet the team
John McCabe25+ years in channel sales
Jeff Lennon25+ years in channel and alliances
Ross Kemp25+ years in channel developmentPart 3, start here
Four terms every channel manager needs
- Term 1 of 4Partner tiers
Tiers set what partners earn and what they must deliver. They shape almost every partner conversation you will have.
Partner tiers are levels within a partner program that give more benefits to partners who meet higher requirements. Tiers are often named with metals or words like registered, silver, gold and platinum. Requirements usually include revenue, certifications and customer satisfaction. Benefits can include bigger discounts and more support.
- Term 2 of 4Deal registration
Registration decides who gets credit and protection on a deal. When partners stop trusting it, they stop bringing you deals.
Deal registration is a process where a partner tells the vendor about a sales opportunity it found and asks to be recognized as the owner. If the vendor approves it, the partner usually gets extra discount or protection from other partners on that deal for a set time.
- Term 3 of 4MDF (market development funds)
MDF is the funding behind partner marketing. It produces pipeline only when it is tied to a plan and a target.
MDF, or market development funds, is money a vendor gives partners to pay for marketing and sales activity that creates demand for the vendor's products. Partners usually propose an activity, get approval, run it and then submit proof to get paid. Rules vary by program.
- Term 4 of 4Partner activation
A signed partner earns nothing until their sellers sell. Activation is where most partner programs stall.
Partner activation is the process of getting a signed partner to its first revenue-producing activity, such as a registered deal, a joint customer meeting or a first sale. It overlaps with onboarding but is measured differently. Onboarding tracks setup tasks like portal access and training, while activation tracks real selling activity.
Pick the plan that fits
For you
$14.95 a month, or $120 a year
- AI chat
- Resources and downloads
- QBR, Playbook and Better Together generators
- Mobile access
For your team
Team plan, custom pricing
- Everything in the individual plan
- Shared access for your team
- Custom pricing, quoted for your headcount
Part 4
Latest field notes
Common questions
What is PartnerBOT.ai?
PartnerBOT.ai is an AI assistant for channel and partner managers. Ask a question about your partner program, pull a template, or build a QBR outline, on your laptop or your phone.
What comes with a subscription?
AI chat, resources and downloads, the QBR, Playbook and Better Together generators, and mobile access.
Is this just ChatGPT with a new name?
PartnerBOT.ai is more than ChatGPT for the channel. It comes with templates and generators built from real partner programs and years of partner experience, so channel teams can grow and execute.
How much does it cost?
PartnerBOT.ai costs $14.95 a month, or $120 a year. You can start a free 7-day trial yourself in the app.
Can my team use it?
Yes. The Team plan adds shared access for a group, with custom pricing. Contact sales to set it up.
Is this just ChatGPT with a new name?
PartnerBOT.ai is more than ChatGPT for the channel. It comes with templates and generators built from real partner programs and years of partner experience, so channel teams can grow and execute.
No setup. Nothing to install. Continue with your Google or Microsoft work account and ask your first question.
Start your free 7-day trialThen $14.95 a month, or $120 a year
