Partnership Health Diagnostic

Before We Begin

Tell us a little about your organisation

This helps Pam tailor the results and recommendations to your specific context.

Your Name *

Your Role / Title *

Company Name *

Email Address *

Organisation Type

SaaS Platform Fintech / Financial Services App Partners Banks Others — please specify

What counts as a "partner"? For the purposes of this diagnostic, a partner is any external party — a company, platform, or individual — that helps you generate revenue, reach new customers, or extend your product's value. This includes formal contractual partners as well as informal referral relationships.

Partnership Types (select all that apply) ?

✓

Referral / AffiliatePartners refer leads and earn a fee or commission on conversion

✓

Channel / ResellerPartners sell or bundle your product directly to their own customers

✓

Strategic Alliance / Co-sellJoint go-to-market with a complementary organisation, sharing pipeline

✓

Technology / IntegrationProduct or API integrations that expand your ecosystem and distribution

✓

Distribution / White-labelPartners embed or rebrand your product within their own offering

✓

Advisory / Consulting NetworkConsultants, advisors, or professional networks that introduce or endorse you

Dimension 01 — Revenue Performance

Are your partnerships generating revenue?

5 questions about the commercial output of your current partnership activity.

Question 01 / 15

What percentage of your total revenue is partnership sourced?

None — partnerships have not contributed measurable revenue Under 10% — minimal and inconsistent contribution 10–25% — meaningful but not yet a core channel Over 25% — partnerships are a significant revenue channel

Question 02 / 15

How would you describe the predictability of revenue coming through your partner channel?

Unpredictable — we cannot forecast it reliably Sporadic — it comes in, but we don't know when or why Somewhat predictable — some partners are reliable, others not Predictable — we can forecast and plan around it

Question 03 / 15

How confident are you in your revenue attribution for each of your partner deals?

No — we have no visibility into which partner contributed what Partially — we can attribute some deals but not all Mostly — we have tracking in place but it's not complete Yes — we have clear attribution and reporting

Question 04 / 15

What is the average deal cycle for partner-sourced deals vs your direct go-to-market?

We don't track this — no visibility into cycle times by channel Partner deals take significantly longer than direct (3+ months difference) Similar to direct — no meaningful difference in cycle length Partner deals close faster — partners accelerate trust and qualification

Question 05 / 15

What is the single biggest barrier to partners generating more revenue for you?

Partners don't understand our product well enough to refer or sell it We don't have the right commercial terms or incentive structures There's no structured process to activate or follow up with partners We haven't prioritised the right partners to invest in

Dimension 02 — GTM Readiness

Is your go-to-market infrastructure ready for partners?

5 questions about whether your market strategy and enablement materials are built for the partner channel.

Question 06 / 15

Do you have a dedicated partnership channel, or do you rely on your direct sales motion??

No — we rely entirely on direct sales; partners are an informal add-on Partially — partners exist but use the same motion as our direct team Mostly — we have a separate partner process but it's not fully built out Yes — a clearly defined and separate partner channel with its own process and materials

Question 07 / 15

How would you describe your partner value proposition — the reason a partner should prioritise referring or co-selling you?

It doesn't exist in a usable form — we explain it differently each time It exists informally — it's in people's heads but not documented It's drafted — we have something but it hasn't been validated with partners Strong and validated — partners can clearly articulate our value and why they work with us

Question 08 / 15

Do your partners have access to enablement materials — e.g. training, collateral, demo environments??

None — partners have to figure it out themselves Basic — a deck or one-pager, but nothing structured Moderate — some materials exist but they're inconsistently used Comprehensive — structured enablement that partners actively use

Question 09 / 15

What happens after a new partnership agreement is signed — how are partners onboarded and activated?

No defined process — it varies and is mostly ad hoc Informal — we do a kickoff call but there's no structured follow-through Partial — we have some steps but the handover is inconsistent Structured — we have a documented onboarding process with milestones

Question 10 / 15

Do you have a documented GTM playbook for launching new partners??

No — there is no written playbook In someone's head — the knowledge exists but isn't written down Partial — some elements are documented but it's incomplete Yes — a complete playbook that others can follow independently

A Little More Context

Tell Me About Your Situation

This helps tailor the recommendations to what you've already tried — and what would actually move the needle for you.

Your biggest partnership challenge right now

Select all that apply

✓

Partners signed but not generating revenue

✓

No visibility into attribution or tracking

✓

Partners disengaged or going quiet

✓

No internal resource to manage partnerships properly

✓

Unclear commercial or incentive structure

✓

No GTM process for the partner channel

What have you already tried?

Select all that apply

✓

CRM tagging or manual tracking

✓

Partner management platform (e.g. PartnerStack, Impartner)

✓

Hired or assigned someone internally

✓

Brought in an external agency

✓

Launched a partner portal or resource hub

✓

Nothing structured yet

What would make the biggest difference to your partnership program?

Select all that apply

✓

A clear playbook my team and partners can follow

✓

Better tracking and attribution

✓

Someone to build and run the program end-to-end

✓

The right channel partner commercial structure and incentives

✓

More engaged, active partners

Dimension 03 — Program Health

Are your partnerships being actively managed?

5 questions about governance, performance tracking, and relationship management.

Question 11 / 15

How often do you conduct structured quarterly business reviews (QBRs) with your top partners??

Never — no structured reviews take place Occasionally — when something goes wrong or is flagged Semi-regularly — happens but not on a consistent schedule Regularly — structured quarterly or monthly with shared agenda and metrics

Question 12 / 15

Do you track partnership health metrics beyond revenue??

No — we don't have a health or performance scoring system Informal — we have a gut sense but nothing formal Partial — we track some metrics but not consistently across all partners Yes — a formal partner health dashboard or scorecard is in use

Question 13 / 15

Who is responsible for managing partner relationships day-to-day?

No one specifically — it falls to whoever has capacity Someone does it, but partnerships isn't their primary role A part-time owner — clear responsibility but limited bandwidth A dedicated resource — partnerships management is their primary responsibility

Question 14 / 15

How would you rate partner engagement and activity right now?

Most partners are dormant or disengaged Engagement is mixed — some active, most quiet Mostly engaged but a few key partners are underperforming High engagement across the board — partners are consistently active

Question 15 / 15

In one sentence, what would you say is the single biggest thing preventing your partnership program from performing better?

Enter your access code

Active Client Codes

Completed Diagnostics

Partnership Health Diagnostic

Tell us a little about your organisation

Are your partnerships generating revenue?

Is your go-to-market infrastructure ready for partners?

Tell Me About Your Situation

Are your partnerships being actively managed?

Ready to fix this together?