Allbound Logo - Partner Programs

Take a peek
under the hood

Gain visibility into partner actions and engagement with Allbound’s PRM platform.

ROI Calculator

Gain visibility into partner actions and engagement with Allbound's PRM platform.


ROI Calculator

Check it Out →

RESOURCES

Events

30-60-90 for Partner Leaders

Whenever someone takes on a new role — no matter how experienced they are — it’s essential to establish clear goals. A 30-60-90-day plan defines objectives and breaks them down into specific tasks for each month. This document provides clarity, not just for the new hire but for their team as well.

Use the 30-60-90-day plan for Partner Leaders template to outline the first three months in a partnerships role. As a hiring manager, fill out this template for your new hire. Set attainable overarching goals for their 30, 60, and 90-day milestones. Create a light outline for their first few weeks, but leave room for your new team member to break down their goals and build their own plan to achieve them.

If you’ve been hired for a new partnerships role and didn’t get a 30-60-90 from your manager, you can use this template to map out your first few months. Connect with your manager to set overall goals for your first three months, then work to break down those goals into smaller milestones.

Download the 30/60/90 Document Template

Input your information here to receive full access to the Google Document

 

Common Attribution Models

How to Use:

Hiring Managers —

Use the 30-60-90-day plan for Partner Leaders template to outline the first three months in a partnerships role. As a hiring manager, fill out this template for your new hire. Set attainable overarching goals for their 30, 60, and 90-day milestones. Create a light outline for their first few weeks, but leave room for your new team member to break down their goals and build their own plan to achieve them.

New Hires —

If you’ve been hired for a new partnerships role and didn’t get a 30-60-90 from your manager, you can use this template to map out your first few months. Connect with your manager to set overall goals for your first three months, then work to break down those goals into smaller milestones.

Common Attribution Models

Welcome letter

Hiring Managers should use the welcome letter to include a small introduction and a note of encouragement. 

Welcome to the team, [first name]! 

We’re thrilled to have you on board and can’t wait to see all you accomplish here. This guide will help you through your first couple of weeks here.

Please reach out to [manager] if you have any questions (no questions are dumb!) and ensure you feel comfortable and confident with each lesson before moving on. 

We’re here to help you succeed!

30-60-90 Breakdown

Use the following 30-60-90-day breakdown as a checklist for building your plan. This Partner Leader has a quota of 20 qualified opportunities to complete within their first 90 days. Customize the tasks to your organization’s goals.

30 Days

  • Get to know the team – Working cross-functionally is essential here. Make time to connect with team members from different departments and learn about their roles.
  • Familiarize yourself with internal systems – Our internal systems are here to help you! Get these platforms all set up to simplify your processes.
  • Begin platform training – Prioritize familiarizing yourself with our product. We have a library of training materials, including demo videos, meeting recordings, and documents that can help you. Be sure to ask questions as they arise.
  • Begin strategy training – Dig into previous co-marketing and MDF campaigns to evaluate strategies that work for this audience. Talk to other team members about what they see working and opportunities for improvement. Take good notes and start brainstorming early.
  • Quota: [4 Qualified Opportunities Completed]

60 Days

  • Build daily routine & develop calendar process – Now that you’ve familiarized yourself with the company and your role, begin building your daily routine and creating a calendar process.
  • Continue platform training – Dig deeper into product knowledge with additional training videos, resources, and more.
  • Get comfortable on partner and sales calls –  Spend more time participating in partner and discovery calls to prepare for running these calls yourself. Coordinate role-play sessions with your team members to practice different scenarios. [Sit in on at least two QBRs.]
  • Prep your first campaign – Build the structure for an MDF campaign. Get input from other team members on how to improve your campaign strategy.
  • Quota: [8 Qualified Opportunities Completed]

90 Days

  • Continue platform training – Learning is never done. While completing strategy and call training, consider which aspects of the platform you feel least comfortable with. Reach out to the team with any questions you have about the platform.
  • Further improve call skills – Continue team role-playing to refine your skills and practice abnormal scenarios. [Hold your first QBR.]
  • Run your first campaign – Leverage your established campaign structure to build and run your first MDF campaign. Coordinate with other functional teams to create strong assets and measure the results of your efforts.
  • Quota: [8 Qualified Opportunities Completed]

Daily Objectives

Break down your overarching 30-day goals here. If you’re working toward four qualified opportunities, you need to complete one qualified opportunity per week.

  • Schedule 1:1s to begin meeting the partner team.
  • Begin setting up your internal systems.
  • Start platform training.

Daily Objectives

Outline training objectives for the first week, including:

  • Watch Platform Training videos
  • Watch partner call recordings and take notes
  • Review internal training documents
  • Sit in on five sales calls

1:1 Checklist

During the first week, make time to meet with your immediate supervisor and team members.

Create a list of the team members you plan to meet with and schedule a time to connect.

Team Member Title Email Date/ Time Scheduled

System Set-up Checklist

Develop a list of all systems to get set up. Start with the highest priority systems and finish with lower priority systems next week.

Your list should include:

  • Work email 
  • CRM/PRM 
  • Internal chat system

Video conferencing

Week 2

Break down your overarching 30-day goals here. If you’re working toward four qualified opportunities, you need to complete one qualified opportunity per week.

Daily Objectives

  • Schedule 1:1s to begin meeting team members from other departments.
  • Finish setting up your internal systems.
  • Continue platform training.

Training checklist

Outline training objectives for the second week, including:

  • Review internal training documents
  • Sit in on five sales calls
  • Role play partner scenarios with team members

1:1 Checklist

During the second week, plan on connecting with team members in different departments.

Create a list of the team members you plan to meet with and schedule time to connect, including team members from:

  • Marketing
  • Sales
  • Development
Team Member Title Email Date/ Time Scheduled

System Set-up Checklist

Set up any remaining internal systems this week.

These might include:

  • Appointment scheduling tool
  • LinkedIn Sales Navigator
  • Project management platform
  • Task manager

Week 3 & Beyond

Monitor your progress toward your overarching goals and outline your tasks for the following weeks accordingly. Continue checking in with your manager and other team members to monitor progress and identify additional areas to improve.

Additional Resorces for Hiring a New Partner Manager

Channel Manager Job Description and Responsibilities — Make these changes to attract the best talent! Discover the adjustments you need to make to your Channel Manager job description, including tool knowledge, skills, role responsibilities, and more. 

Partner Manager Interview Questions — Ask the right questions to find the optimal Partner Manager candidate with these interview questions. Be sure to grab the bonus interview scorecard template you can use for taking notes during interviews.

Advance as a Channel Sales Leader

Channel Sales Training Courses & Learning Opportunities — Whether you’re just starting in a role or are actively looking for new opportunities, it helps to stay up-to-date on your channel sales learning. Explore the top channel sales training courses and learning opportunities available now.