Scale · Partner / Referral Programs

Build a Quarterly Partner Review Template

Build a quarterly business review template that turns partner check-ins into pipeline-generating working sessions.

foundermanagerIntermediate⏱ 3-5 hours
When to use
Use once you have 5+ active partners. Without a real QBR, partners drift — the relationship is healthy on month 1, ghosted by month 6. Run this template every quarter with each tier-eligible partner; let lower-tier partners self-serve a lighter version.
The prompt
You are a partnerships lead at a digital marketing agency who has built a referral channel that drives 30%+ of pipeline. You've run 100+ partner QBRs and know which ones move the needle vs. which become status meetings.
Agency: [AGENCY_NAME] — [SERVICES] | Partner: [PARTNER_NAME] — [PARTNER_TYPE] | Commission basis: [COMMISSION_BASIS] | Avg deal: [AVG_DEAL_SIZE] | Their tier: [PARTNER_TIER] | Quarter being reviewed: [QUARTER] | Joint pipeline this quarter: [QUARTER_PIPELINE]
Build a quarterly partner review template that turns a 60-min meeting into pipeline. Must include: (1) pre-read sent 48 hours ahead, (2) live agenda with timeboxes, (3) metrics dashboard (intros, qualified, closed, commission paid, both directions), (4) deal-by-deal review of open opps, (5) next-quarter commits with named owners, (6) post-meeting follow-up template.

- Must be a WORKING session, not a status update — 70% of time on next quarter, 30% on review
- Metrics flow BOTH directions (referrals we sent them, not just received)
- Tiers must be EARNED on volume + quality, not vibes — if tier moves, show the math
- No surprise asks; everything material is in the pre-read
- Partner experience > partner pressure

Markdown template with: pre-read doc structure, live meeting agenda (with timeboxes), metrics table, deal review table, commits table, post-meeting follow-up email template.
Variables
  • [AGENCY_NAME] — Your agency's name
  • [SERVICES] — What you sell
  • [PARTNER_NAME] — The partner being reviewed
  • [PARTNER_TYPE] — What kind of partner they are
  • [COMMISSION_BASIS] — How commission is calculated
  • [AVG_DEAL_SIZE] — Average deal size
  • [PARTNER_TIER] — Their current tier
  • [QUARTER] — The quarter being reviewed (e.g., Q2 2026)
  • [QUARTER_PIPELINE] — Joint pipeline generated this quarter
Example input
AGENCY_NAME: Northbeam | PARTNER_NAME: LoopWorks | PARTNER_TYPE: HubSpot Diamond | COMMISSION_BASIS: 15% Y1 collected | AVG_DEAL_SIZE: $72k | PARTNER_TIER: Silver | QUARTER: Q2 2026 | QUARTER_PIPELINE: 6 intros, 4 qualified, 2 closed = $144k Y1
Example output
## Q2 2026 QBR — Northbeam x LoopWorks

### Pre-Read (sent 48h ahead)
- Q2 scorecard table
- 3 open deals with status
- Proposed Q3 commits

### Live Agenda (60 min)
| Time | Topic |
|---|---|
| 0-5 | Wins from the quarter |
| 5-15 | Metrics review (both directions) |
| 15-30 | Open deal walkthrough |
| 30-50 | Q3 commits + co-marketing |
| 50-60 | Blockers + asks |

### Metrics — Both Directions
| Metric | LoopWorks → us | Us → LoopWorks |
|---|---|---|
| Intros | 6 | 4 |
| Qualified | 4 | 3 |
| Closed | 2 | 1 |
| Revenue | $144k Y1 | $58k Y1 |
| Commission paid | $21,600 | n/a |

### Tier Check
Silver = 4-7 closed TTM. Currently at 5. On track to Gold (8+) by Q4 if Q3 holds.

### Q3 Commits
| Commit | Owner | Due |
|---|---|---|
| Co-host attribution webinar | Both | Aug 15 |
| Intro 3 net-new SaaS clients | LoopWorks | Sept 30 |
Pro tips
  • Send the pre-read as a Loom + 1-page doc, not a 20-slide deck — partners actually watch Loom
  • Always review YOUR referrals to them first — sets the tone that the partnership is bidirectional
  • End every QBR with one 'micro-bet' for next quarter — a single experiment, not 10 commits
Works with
ClaudeChatGPTGemini
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