A partner-facing knowledge base for resellers, integrators, and channel partners with tier-based gating and co-sell-ready material surfacing in Taskade.
What's Included
- Tiered Article Library: List view with bronze, silver, gold tier visibility
- Co-Sell Asset Library: One-pagers, demo videos, joint pitch decks ready for partners to use
- AI Partner Agent: Custom agent routes partners to tier-appropriate content
- Certification Tracking: Partner certifications with expiration tracking
- Partner Portal: Genesis-published portal partners log into
- PRM Sync: Bidirectional sync with partner-relationship-management systems
Why This Template Wins
- Tier-gated content automatic: Bronze partners see bronze content; gold partners see everything — no manual gating
- Co-sell ready in minutes: Partners find ready-to-customize co-sell assets without an email to channel marketing
- Certification expirations surfaced: Lapsed certifications flagged before they affect partnership status
How to Use
- Clone this template into your Taskade workspace
- Customize tiers, certifications, and content gating
- Connect your PRM and email
- Train the AI Partner Agent on co-sell assets and policies
- Set up automation triggers for certification reminders and content updates
FAQ
Can it integrate with PRM systems?
Yes. Bidirectional sync supports the major partner-relationship platforms via API.
Does the agent generate custom partner pitches?
Yes. Given the deal context, the agent drafts a co-sell pitch from approved building blocks for partner customization.
What plan supports a 100-partner program?
Business ($40/mo) handles enterprise partner programs. Enterprise ($400/mo) adds dedicated support.
CTA
Try this template free in Taskade. For partner portal embed, see /learn/genesis/faq. Pair with Sales Pipeline Templates. Browse partner apps in the Community Gallery.