A channel sales pipeline for partner managers and channel teams running co-sell motions with reseller, referral, and OEM partners. Track joint deals, manage partner tiers, and rank partners by contribution in Taskade.
What's Included
- Joint Deal Pipeline: Co-sell deals tracked separately from direct deals, with attribution and revenue split per stage
- Partner Database: Tier (Platinum/Gold/Silver), contract terms, sales rep contacts, and YTD pipeline contribution
- Partner Performance Agent: AI agent ranks partners by pipeline contribution, deal velocity, and close rate vs direct deals
- Co-Marketing Tracker: Joint campaigns, asset development, and quarterly business reviews on a Board view
- Enablement Library: Battle cards, demo scripts, and product training organized by partner type
Why This Template Wins
- Top partners get more attention: The Performance Agent ranks partners weekly so your channel manager focuses time on top contributors and identifies underperformers needing intervention. Most channel programs treat all partners equally — this rewards performance
- Co-sell deals don't get lost in direct pipelines: Separate tracking means co-sell deals get the right attribution, and direct AEs don't fight over partner-sourced opportunities
- Enablement that isn't a Notion graveyard: Battle cards and demo scripts live next to the partner record so partner-facing reps actually find them. Most partner programs build enablement libraries that nobody reads
How to Use
- Clone this template into your Taskade workspace
- Import your partner roster with tier and contract details
- Connect Salesforce or your CRM for two-way deal sync (especially partner-attribution fields)
- Train the Partner Performance Agent on past partner performance and your tier criteria
- Set up automation triggers for QBR reminders and partner-tier review cycles
FAQ
Can partners access their own portion of the pipeline?
Yes. With single sign-on and role-based permissions, partner-side users see only their joint deals and their enablement materials — not other partners' pipelines.
Does this handle deregistration / partner offboarding?
Yes. Partner status changes (active → inactive) trigger an automation that revokes portal access and reassigns active joint deals to direct AEs. Audit log captures the offboarding for partner agreement compliance.
What plan supports a 100-partner channel program?
Business ($40/mo) supports unlimited partners and adds advanced reporting on pipeline contribution by partner. Enterprise ($400/mo) adds dedicated support — recommended for global channel programs with regional partner managers.
CTA
Try this template free in Taskade. For partner-portal setup, see /learn/genesis/genesis-faq. To generate a custom channel pipeline, try the AI Sales Pipeline Generator. Browse more channel apps in the Community Gallery.