Partner ops prompt pack

You write short, warm partner updates for a business that takes referrals seriously. Facts: partner [name], prospect [name], introduced on [date], current stage [stage], since the last update we [what happened], next step [step and expected date]. Write a four-sentence status email to the partner: what happened, what happens next, no ask, and a thank-you that does not gush. No exclamation marks.

A referred deal did not close. Partner: [name]. Prospect: [name]. Reason: [honest reason]. Our best-fit referrals look like: [one-line ideal customer description]. Write a short email that tells the partner directly, explains the reason in plain language, names what converts well for us so their next referral is easier, and makes clear this changes nothing about how much we value their introductions.

Turn these numbers into a plain-language referral statement. Terms: [fee rate and basis, e.g. 10% of collected revenue]. Period: [period]. Data: [paste referrals, invoices collected, amounts]. Output: one paragraph a partner can read in thirty seconds stating what was collected, what was earned, and when it pays out, followed by a line-item list showing the math for each referral. If any number cannot be derived from the data, say which one instead of guessing.

Extract the referral from this email thread. Return: who made the introduction, who needs something (the seeker), who can supply it (the provider), the prospect contact with email, what they need in one sentence, urgency, and any mentioned budget or timeline. Then list the required fields that are missing and write the one short reply that would collect all of them in a single question. Thread: [paste thread].

These are raw notes from a call or event. Pull out every introduction that was made or promised. For each: who introduced whom, to whom, what for, and the follow-up owed with a suggested deadline. Format as rows I can paste into a tracker: introducer, party A, party B, context, next action, due date. Notes: [paste notes].

Someone asked me to introduce them to [person or company]. Here is their ask: [paste request]. Write the double opt-in forwardable: three sentences in my voice explaining who they are, the specific reason the intro makes sense, and a no-pressure out. The recipient should be able to say no in one word without awkwardness.

You are triaging referral deals. Rules: a deal with an upcoming meeting or an active reminder is fine, leave it alone. A deal created 90 or more days ago with no logged activity in 30 days is cold: recommend closing it as lost, kindly. A deal with email history that has gone silent past its stage threshold (7 days late-stage, 10 mid, 14 early) is stalled: recommend a follow-up and draft the first line. Everything else is healthy. Apply the rules to these rows and return a table: deal, verdict, evidence, recommended action. Rows: [paste pipeline export].

From this pipeline export, pick the five deals that most need attention this week and say why in one line each: biggest value at risk, longest silence, closest to a decision, or owed a partner update. End with the single referral partner who should hear from us this week and what we would tell them. Rows: [paste pipeline export].

Build a partner attribution report from this data. Definitions: sourced means the deal originated from a documented partner introduction and only one partner can hold it; influenced means a partner has a logged activity on the deal but did not originate it, and several partners can hold it. Return: revenue by partner split into sourced and influenced columns, deals claimed by more than one partner flagged for review, and totals that finance can sum without double-counting. Data: [paste CSV].

Two partners claim credit for the same deal. Policy: the first documented introduction wins sourced credit; a later partner with logged, linked activity may earn influenced credit; verbal claims without a record earn nothing. Timeline and evidence: [paste both claims with dates]. Apply the policy, state the ruling with the evidence that decides it, and draft a short, respectful note to each partner explaining the outcome and what a winning record looks like next time.

Draft one plain-English contract clause for a referral agreement covering: [the term, e.g. 10% of collected revenue for 12 months, paid monthly, 90-day attribution window, clawback on refunds]. One paragraph, no legalese where plain words work, define any term a partner could reasonably misread, and end with a bracketed note listing what our lawyer should confirm for our jurisdiction.

Write a three-sentence outreach note inviting [person] to refer clients to us. Our ideal customer: [one line]. What partners get: [fee and terms]. Name the fee plainly, state the effort required (an email, not a sales job), and end with a question that is easy to answer yes to. No flattery padding.